Cerebras Systems Inc.

NasdaqGS:CBRS Stock Report

Market Cap: US$46.6b

Cerebras Systems Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:CBRS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
14 Aug 26SellUS$10,909,101Steven VassalloIndividual50,000US$219.97
26 Jun 26SellUS$5,936,180Dhiraj MallickIndividual33,314US$187.90
26 Jun 26SellUS$696,809Yagnesh PatelIndividual4,000US$189.36

Insider Trading Volume

Insider Buying: CBRS insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CBRS?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds12,584,6475.3%
VC/PE Firms15,302,3436.44%
Individual Insiders18,409,3977.75%
General Public63,917,98326.9%
Institutions127,349,67153.6%

Dilution of Shares: CBRS only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 62.72% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.1%
FMR LLC
28,741,809US$5.6b0%0.27%
6.44%
Foundation Capital, LLC
15,302,343US$3.0b0%99.99%
5.3%
Alpha Wave Global, LP
12,584,647US$2.5b0%30.54%
4.75%
Benchmark
11,275,179US$2.2b0%93.13%
4.14%
Atreides Management, LP
9,843,836US$1.9b0%18.72%
3.87%
Eclipse Operations, LLC
9,197,415US$1.8b-19.6%97.8%
3.53%
Sean Lie
8,380,298US$1.6b0%no data
3.16%
Andrew Feldman
7,503,735US$1.5b0%no data
3.04%
Altimeter Capital Management, LP
7,225,037US$1.4b0%16.07%
2.95%
Coatue Management, L.L.C.
7,011,028US$1.4b0%3.43%
2.01%
Capital Research and Management Company
4,777,458US$937.0m0%0.04%
1.47%
Tiger Global Management, LLC
3,496,222US$685.7m0%3.01%
1.32%
Morgan Stanley
3,127,133US$613.3m0%0.05%
1.13%
JP Morgan Asset Management
2,677,122US$525.1m0%0.05%
1.06%
AI Infrastructure Partners, LLC
2,527,646US$495.7m0%no data
1%
T. Rowe Price Group, Inc.
2,385,543US$467.9m0%0.04%
0.9%
Vy Capital
2,146,825US$421.1m0%1.2%
0.87%
BlackRock, Inc.
2,075,168US$407.0m0%no data
0.67%
Vanguard Capital Management, LLC
1,590,728US$312.0m0%no data
0.65%
Vanguard Portfolio Management, LLC
1,551,946US$304.4m0%0.01%
0.53%
Citadel Advisors LLC
1,248,170US$244.8m0%0.16%
0.47%
Balyasny Asset Management L.P.
1,120,356US$219.7m0%0.46%
0.46%
Value Aligned Research Advisors, LLC
1,094,722US$214.7m0%1.76%
0.46%
Harvard Management Company, Inc.
1,081,283US$212.1m0%5.9%
0.43%
Robert Komin
1,029,153US$201.8m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/23 15:07
End of Day Share Price 2026/08/21 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cerebras Systems Inc. is covered by 12 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas O'MalleyBarclays
Atif MalikCitigroup Inc
Richard ShannonCraig-Hallum Capital Group LLC