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CBRS · Cerebras Systems Inc.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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CBRS

Cerebras Systems Inc.
SEMICONDUCTORS & ELECTRONICS · SEMICONDUCTORS & RELATED DEVICES · CIK 0002021728
ACTIVIST 13DFORM 144 · 8☆ WATCH
INSIDER NET · 180D
-$266.0M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
418
13F, latest reported quarter
REVENUE GROWTH
+74.3%
XBRL, annual
NET MARGIN
-250.1%
CONVERSIONS · 180D
41
codes C/M, not in net · $0 priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$266.0M over 180 days
-$266.0M over 90 days
below 94% of Semiconductors & Electronics
CONGRESS
no member of Congress has reported trading it
FUNDS
418 funds added or opened last quarter
more than 86% of Semiconductors & Electronics
REVENUE
+74.3% year over year (latest quarter)
more than 87% of Semiconductors & Electronics
MARGIN
-250.1% net margin (latest quarter)
below 92% of Semiconductors & Electronics
BUYBACKS
no share repurchases reported
SHORT
2.2 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$266.0M across 6 people in 180 days.
418 funds added or opened positions in the latest 13F quarter, of 418 holders.
Eclipse Continuity GP I, LLC disclosed a 5%+ stake (0.4%) in the last six months.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -38.8%
-38.8%12M
-46%-31%-15%+0%2026-052026-062026-062026-072026-072026-08 2026-08-20 · Lie Sean sold $27.4M2026-08-20 · Lie Sean sold $24.9M2026-08-20 · Lie Sean sold $24.1M2026-08-20 · Lie Sean sold $22.5M2026-08-20 · Lie Sean sold $19.2M2026-08-21 · Feldman Andrew D. sold $13.2M2026-08-20 · Lie Sean sold $9.8M2026-08-20 · Lie Sean sold $9.7M2026-08-17 · Vishria Eric sold $9.4M2026-08-21 · Feldman Andrew D. sold $8.5M2026-08-21 · Feldman Andrew D. sold $6.7M2026-08-21 · Feldman Andrew D. sold $6.5M2026-08-20 · Lie Sean sold $5.2M2026-08-21 · Feldman Andrew D. sold $4.2M2026-08-14 · Vassallo Steven sold $3.6M2026-08-21 · Lie Sean sold $3.4M2026-08-14 · Vassallo Steven sold $3.1M2026-08-14 · Vassallo Steven sold $2.6M2026-08-21 · Feldman Andrew D. sold $2.5M2026-08-20 · Lie Sean sold $2.4M2026-08-20 · Lie Sean sold $2.3M2026-08-17 · Vishria Eric sold $2.2M2026-08-17 · Vishria Eric sold $2.1M2026-06-30 · Mallick Dhiraj sold $2.1M2026-06-26 · Mallick Dhiraj sold $2.0M2026-08-21 · Feldman Andrew D. sold $1.8M2026-08-18 · Mallick Dhiraj sold $1.5M2026-06-25 · Feldman Andrew D. sold $1.5M2026-08-17 · Vishria Eric sold $1.4M2026-08-18 · Mallick Dhiraj sold $1.4M2026-08-21 · Feldman Andrew D. sold $1.4M2026-06-25 · Mallick Dhiraj sold $1.3M2026-08-14 · Vassallo Steven sold $1.3M2026-06-25 · Mallick Dhiraj sold $1.2M2026-08-18 · Feldman Andrew D. sold $1.0M2026-08-21 · Feldman Andrew D. sold $981.3K2026-08-21 · Feldman Andrew D. sold $959.5K2026-08-18 · Feldman Andrew D. sold $946.3K2026-08-18 · Lie Sean sold $820.7K2026-08-18 · Mallick Dhiraj sold $760.8K2026-08-18 · Lie Sean sold $755.0K2026-06-25 · Mallick Dhiraj sold $717.3K2026-05-22 · Eclipse Continuity GP I, LLC filed a 5%+ stake (0.4%)2026-05-22 · Eclipse Continuity Fund I, L.P. filed a 5%+ stake (0.4%)2026-05-22 · Eclipse Ventures GP I, LLC filed a 5%+ stake (2.5%)2026-05-22 · Eclipse Ventures Fund I, L.P. filed a 5%+ stake (2.5%)2026-05-22 · Eclipse SPV II GP, LLC filed a 5%+ stake (3.0%)2026-05-22 · Eclipse SPV II, L.P. filed a 5%+ stake (3.0%)2026-05-22 · Eclipse SPV XIII GP, LLC filed a 5%+ stake (0.3%)2026-05-22 · Eclipse SPV XIII, L.P. filed a 5%+ stake (0.3%)2026-05-22 · Lior Susan filed a 5%+ stake (6.1%)2026-08-21 · ANDREW FELDMAN filed to sell $49.9M2026-08-21 · SEAN LIE filed to sell $3.4M2026-08-20 · SEAN LIE filed to sell $153.2M2026-08-18 · Dhiraj Mallick filed to sell $9.8M2026-08-18 · Sean Lie filed to sell $5.4M2026-08-18 · Andrew D. Feldman filed to sell $6.7M2026-08-17 · Vishria Eric filed to sell $15.7M2026-08-14 · Vassallo Family Revocable Trust dated 7/15/02 filed to sell $11.6M
INSIDER SELL13D/G STAKEFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
An activist crossed the 5% line with declared intent.
The record shows a net $266.0M sold by insiders over 180 days, 418 funds added last quarter, $255.6M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
NVDACRDOVICRMPWRVPLMALABPIMTSIMUAIPAVGOMSI
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Cerebras Systems Inc. insiders sold a net $266.0M of stock across 268 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Lie Sean
Chief Technology Officer
SELL
2026-08-21
16,293.0
$3.4M
Feldman Andrew D.
CEO, President
SELL
2026-08-21
43,553.0
$8.5M
Feldman Andrew D.
CEO, President
SELL
2026-08-21
21,307.0
$4.2M
Feldman Andrew D.
CEO, President
SELL
2026-08-21
32,864.0
$6.5M
Feldman Andrew D.
CEO, President
SELL
2026-08-21
66,237.0
$13.2M
268 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 263 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
ECLIPSE OPERATIONS, LLC
11,446,270.0 sh
$2.5B
FMR LLC
8,435,095.0 sh
$1.9B
Altimeter Capital Management, LP
7,225,037.0 sh
$1.6B
COATUE MANAGEMENT LLC
7,011,028.0 sh
$1.5B
Capital World Investors
3,894,458.0 sh
$860.7M
5%+ owners
13D = intent to influence · 13G = passive
Eclipse Continuity GP I, LLC
ACTIVIST 13D · 2026-05-22
0.4%
Eclipse Continuity Fund I, L.P.
ACTIVIST 13D · 2026-05-22
0.4%
Eclipse Ventures GP I, LLC
ACTIVIST 13D · 2026-05-22
2.5%
Eclipse Ventures Fund I, L.P.
ACTIVIST 13D · 2026-05-22
2.5%
Eclipse SPV II GP, LLC
ACTIVIST 13D · 2026-05-22
3.0%
Planned sales · Form 144
Filed before the sale — intent, not a trade
ANDREW FELDMAN
FILED 2026-08-21
$49.9M
SEAN LIE
FILED 2026-08-21
$3.4M
SEAN LIE
FILED 2026-08-20
$153.2M
Dhiraj Mallick
FILED 2026-08-18
$9.8M
Sean Lie
FILED 2026-08-18
$5.4M
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
PRODUCT
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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →