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CBRS · Cerebras Systems Inc.
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CBRS Cerebras Systems (CBRS) Insider Trading, Ownership & Congress Trades

Semiconductors & Electronics · Semiconductors & related devices · CIK 0002021728
Quote by TradingView
Activist 13DForm 144 · 14
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
422
13F, latest reported quarter
Conversions, 180 days
45
Codes C/M, not in net · $0 priced

What the filings say about CBRS

Insiders, 180 days
-$408.4M net sold
7 sellers · 15% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$391.5M
14 notices
Activist stakes (13D), 180 days
1 filing
Largest: 6.1% of the class

Cerebras Systems insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Cerebras Systems Inc. insiders sold a net $408.4M of stock across 333 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Mallick Dhiraj
Chief Operating Officer
SELL
2026-09-30 SECtraded 2026-09-29
598
$127.3K
-34.6%
Context
  • 84 earlier Form 4 trades (code P or S) here by this insider (84 sales), the last on Aug 18, 2026.
  • The trade is 0.2% of the 395,402 shares held after it.
  • 5 other insiders sold within 30 days.
  • 422 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Mallick Dhiraj sold about $127.3K of CBRS under a 10b5-1 plan on Sep 29, 2026; 5 other insiders sold within 30 days and 422 funds added in the latest 13F quarter.
Mallick Dhiraj
Chief Operating Officer
SELL
2026-09-30 SECtraded 2026-09-29
18,274
$3.9M
-34.6%
Context
  • 84 earlier Form 4 trades (code P or S) here by this insider (84 sales), the last on Aug 18, 2026.
  • The trade is 4.8% of the 377,128 shares held after it.
  • 5 other insiders sold within 30 days.
  • 422 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Mallick Dhiraj sold about $3.9M of CBRS under a 10b5-1 plan on Sep 29, 2026; 5 other insiders sold within 30 days and 422 funds added in the latest 13F quarter.
Mallick Dhiraj
Chief Operating Officer
SELL
2026-09-30 SECtraded 2026-09-29
41,391
$8.7M
-34.6%
Context
  • 84 earlier Form 4 trades (code P or S) here by this insider (84 sales), the last on Aug 18, 2026.
  • The trade is 12.3% of the 335,737 shares held after it.
  • 5 other insiders sold within 30 days.
  • 422 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Mallick Dhiraj sold about $8.7M of CBRS under a 10b5-1 plan on Sep 29, 2026; 5 other insiders sold within 30 days and 422 funds added in the latest 13F quarter.
Mallick Dhiraj
Chief Operating Officer
SELL
2026-09-30 SECtraded 2026-09-29
46,427
$9.8M
-34.6%
Context
  • 84 earlier Form 4 trades (code P or S) here by this insider (84 sales), the last on Aug 18, 2026.
  • The trade is 16.0% of the 289,310 shares held after it.
  • 5 other insiders sold within 30 days.
  • 422 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Mallick Dhiraj sold about $9.8M of CBRS under a 10b5-1 plan on Sep 29, 2026; 5 other insiders sold within 30 days and 422 funds added in the latest 13F quarter.
Mallick Dhiraj
Chief Operating Officer
SELL
2026-09-30 SECtraded 2026-09-29
41,278
$8.6M
-34.6%
Context
  • 84 earlier Form 4 trades (code P or S) here by this insider (84 sales), the last on Aug 18, 2026.
  • The trade is 16.6% of the 248,032 shares held after it.
  • 5 other insiders sold within 30 days.
  • 422 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Operating Officer Mallick Dhiraj sold about $8.6M of CBRS under a 10b5-1 plan on Sep 29, 2026; 5 other insiders sold within 30 days and 422 funds added in the latest 13F quarter.
333 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 328 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$408.4M over 180 days
-$387.7M over 90 days
below 97% of Semiconductors & Electronics
Congress
no House purchase disclosed in the last 12 months
Funds
422 funds bought in last quarter
more than 84% of Semiconductors & Electronics
Revenue
+74.3% year over year (latest quarter)
more than 86% of Semiconductors & Electronics
Margin
-250.1% net margin (latest quarter)
below 91% of Semiconductors & Electronics
Buybacks
no share repurchases reported
Short interest
12.8% of the float short (float per yahoo 2026-10-26) · 2.1 days to cover · settled 2026-09-30
The situation: each line is one rule over one dataset
Eclipse Continuity GP I, LLC disclosed a 5%+ stake (0.4%) in the last six months.
What changed in the last 30 days
Sep 30Chief Operating Officer Mallick Dhiraj sold $80.8M under a 10b5-1 plan (Sep 29)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Sep 30Chief Financial Officer Komin Robert Patrick Jr. sold $6.6M under a 10b5-1 plan (Sep 29)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Sep 29Officer DHIRAJ MALLICK filed to sell $77.9M by Sep 29 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Sep 29Officer ROBERT KOMIN filed to sell $6.4M by Sep 29 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Sep 28Chief Technology Officer Lie Sean sold $25.1M under a 10b5-1 plan (Sep 25)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.

Watch CBRS

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-64.4%12M
-65%-43%-22%+0%2026-052026-062026-072026-082026-082026-092026-10 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 $19.2M2026-09-29 · Mallick Dhiraj sold $13.4M2026-08-21 · Feldman Andrew D. sold $13.2M2026-09-04 · Lie Sean sold $11.2M2026-08-20 · Lie Sean sold $9.8M2026-09-29 · Mallick Dhiraj sold $9.8M2026-08-20 · Lie Sean sold $9.7M2026-08-17 · Vishria Eric sold $9.4M2026-09-29 · Mallick Dhiraj sold $8.7M2026-09-29 · Mallick Dhiraj sold $8.6M2026-08-21 · Feldman Andrew D. sold $8.5M2026-08-21 · Feldman Andrew D. sold $6.7M2026-08-21 · Feldman Andrew D. sold $6.5M2026-09-25 · Lie Sean sold $6.4M2026-09-25 · Lie Sean sold $6.3M2026-09-29 · Mallick Dhiraj sold $5.6M2026-08-20 · Lie Sean sold $5.2M2026-09-29 · Mallick Dhiraj sold $4.6M2026-09-04 · Vassallo Steven sold $4.6M2026-09-04 · Vassallo Steven sold $4.4M2026-09-25 · Lie Sean sold $4.4M2026-09-29 · Mallick Dhiraj sold $4.3M2026-08-21 · Feldman Andrew D. sold $4.2M2026-09-29 · Mallick Dhiraj sold $3.9M2026-09-29 · Mallick Dhiraj sold $3.7M2026-08-14 · Vassallo Steven sold $3.6M2026-09-29 · Mallick Dhiraj sold $3.6M2026-08-21 · Lie Sean sold $3.4M2026-09-29 · Mallick Dhiraj sold $3.4M2026-08-14 · Vassallo Steven sold $3.1M2026-09-25 · Lie Sean sold $2.8M2026-08-14 · 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 $2.3M2026-09-29 · Komin Robert Patrick Jr. sold $2.3M2026-08-17 · Vishria Eric sold $2.2M2026-08-17 · Vishria Eric sold $2.1M2026-05-22 · 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%)2026-09-29 · ROBERT KOMIN filed to sell $6.4M2026-09-29 · DHIRAJ MALLICK filed to sell $77.9M2026-09-25 · SEAN LIE filed to sell $24.8M2026-09-04 · Vassallo Family Revocable Trust dated 7/15/02 filed to sell $9.5M2026-09-04 · SEAN LIE filed to sell $10.2M2026-09-04 · ANDREW FELDMAN filed to sell $7.1M2026-08-21 · 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 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CBRS: institutional holders (13F)

13F holdings, latest reported quarter
ECLIPSE OPERATIONS, LLC
11,446,270 sh
$2.5B
FMR LLC
8,435,095 sh
$1.9B
Altimeter Capital Management, LP
7,225,037 sh
$1.6B
COATUE MANAGEMENT LLC
7,011,028 sh
$1.5B
Capital World Investors
3,894,458 sh
$860.7M

Congress trades in CBRS

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends 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%

CBRS planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
ROBERT KOMIN
Filed 2026-09-29
$6.4M
DHIRAJ MALLICK
Filed 2026-09-29
$77.9M
SEAN LIE
Filed 2026-09-25
$24.8M
Vassallo Family Revocable Trust dated 7/15/02
Filed 2026-09-04
$9.5M
SEAN LIE
Filed 2026-09-04
$10.2M

CBRS mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Innovator Deepwater Frontier Tech ETF
$11.0M position · as of 2026-07-31
5.5%
Roundhill Meme Stock ETF
$884.0K position · as of 2026-06-30
3.6%
YieldMax(R) Target 12(TM) Semiconductor Option Income ETF
$2.1M position · as of 2026-07-31
3.3%
Clough Hedged Equity ETF
$1.5M position · as of 2026-07-31
2.7%
Clough Select Equity ETF
$1.4M position · as of 2026-07-31
2.7%
Renaissance IPO ETF
$3.9M position · as of 2026-06-30
2.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows a net $408.4M sold by insiders over 180 days, 422 funds added last quarter, $391.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
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CBRS financials

Revenue growth
+74.3%
XBRL, annual
Net margin
-250.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
n/a
fewer than four consecutive quarters of operating cash flow
Debt to equity
0.10x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
n/a
needs four quarters of operating cash flow
Return on equity
n/a
fewer than four consecutive quarters of net income
Return on assets
n/a
fewer than four consecutive quarters of net income
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.

CBRS Stock Sonar score 5/7 axes

Find similar shapesCompare

CBRS ranks highest on growth (86th percentile) and institutional and government (84th), and lowest on insider conviction (2nd), among Semiconductors & Electronics peers.

HealthGrowthInsidersInstitutionsRisk
Financial health
63
Inputs
  • Debt to equity0.10x · 63 pct, sector of 152
  • Cash flow to debtneeds four quarters of operating cash flow
Growth
86
Inputs
  • Revenue growth, YoY+74.3% · 86 pct, sector of 194
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
2
Inputs
  • Net Form 4 buying (codes P and S), 180d-$279.9M · 4 pct, sector of 147
  • Insider buyers, 180d0 · 0 pct, sector of 151
Institutional and government
84
Inputs
  • Funds adding, latest quarter422 · 84 pct, sector of 184
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
22
Inputs
  • Short interest, % of float+12.8% · 22 pct, sector of 221
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
2 not measured: Profitability, US patents
  • Profitability needs 2 of 4 inputs, 0 present: fewer than four consecutive quarters of net income; fewer than four consecutive quarters of operating income
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

CBRS filings, in plain words

Are Cerebras Systems insiders buying or selling CBRS?

In the 180 days to 2026-10-27, Cerebras Systems insiders were net sellers, a net $408.4M across purchases and sales reported on Form 4, by 7 sellers.

Are there planned insider sales of CBRS?

Yes. 14 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $391.5M of stock; the latest, by ROBERT KOMIN, was filed 2026-09-29.

Read the full summary

In the 180 days to 2026-10-27, Cerebras Systems insiders were net sellers of CBRS, a net $408.4M across purchases and sales reported on Form 4 by 7 sellers. 15% of the 333 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 14 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $391.5M of stock. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 6.1% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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