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WOLF Wolfspeed Inc.

Information Technology, filed as WOLFSPEED INC (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 2

  • 4 Owners
  • Max 1.4%
  • $44M
  • 4 new 1 exit

In 2026 Q2, 4 managers opened positions and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.4% (Ning Jin, Avantyr Capital Partners). Not free-float ownership.

  1. Ning Jin New 1.4%
  2. Nehal Chopra New 0.80%
  3. Polen Capital Management New 0.02%
  4. Dan Loeb New 0.01%

Who owns WOLF

Sorted by value, long equity only, as of 2026 Q2.

History
Ning Jin, Avantyr Capital Partners 1.4% New 1.4% 811,392 $39M History
Nehal Chopra, Ratan Capital Management 0.80% New 0.80% 51,128 $2.5M History
Polen Capital Management 0.02% New 0.02% 38,219 $1.8M History
Dan Loeb, Third Point 0.01% New 0.01% 10,000 $483K History
George Soros, Soros Fund Management exited 2026 Q2 Last 2026 Q1 0.04% Exit −0.04% 251,320 $4.1M History

4 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WOLF's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WOLF insider trades
  • $5.2M bought by 1 insider
  • $5.1M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Citigroup Inc. 10% owner
    Buy
    $5.2M 194,305 shares at $26.56 +7.5% to stake
    Traded Oct 30–31 Filed Nov 4, 2025
    ↗
  2. Citigroup Inc. 10% owner
    Sale
    $5.1M 194,423 shares at $26.18 7% of stake
    Traded Oct 31, 2025 Filed Nov 4, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 15 stock grants, 9 share withholdings for taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
8-K 7.01,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
DEF 14A DEFINITIVE NOTICE & PROXY STATEMENT Filing Doc
DEFA14A NOTICE & ACCESS CARD Filing Doc
8-K 5.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
8-K/A 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
424B3 Filing Doc
8-K 8.01,9.01 Filing Doc
424B3 Filing Doc
424B3 Filing Doc
S-1 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $921.9M $807.2M $757.6M —
Gross profit $279.5M $77.4M -$121.6M —
Gross margin * 30.3% 9.6% -16.1% —
Net income -$0.33B — -$1.61B —
Net margin * -35.8% — -212.4% —

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.61B $3B $2.54B $1.59B
Total non-current assets * $2.98B $4.98B $4.31B $1.42B
Total assets $6.59B $7.98B $6.85B $3B
Total current liabilities $0.628B $0.665B $7.09B $0.232B
Total non-current liabilities * $4.34B $6.44B $0.212B $1.84B
Total equity $1.62B $0.882B -$0.447B $0.93B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$142.6M -$725.6M -$711.7M —
Cash from investing -$1.15B -$1.94B -$0.268B —
Cash from financing $2.6B $1.96B $0.4B —
Net change in cash $1.31B -$0.711B -$0.579B —

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.