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NASDAQ · Technology

Cerebras Systems Inc. (CBRS)

At June 30, 2026 it held $6.7B in cash against $918.2M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 12, 2026.

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Price
$93.66
-3.14% on the day · November 10, 2026
52-week range $77.84 to $386.34
Market cap
$22.3B

Key facts about Cerebras Systems Inc.

Net worth
Cerebras Systems Inc. has a market value (market cap) of $22.3B at the latest share price. A company's "net worth" usually means this market value or the shareholders' equity on its balance sheet.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 12, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR

What Cerebras Systems Inc. does

Cerebras Systems designs and manufactures computer hardware and processors specialized for artificial intelligence workloads. Its flagship product is a large, wafer-scale processor chip designed to train and run complex AI models. The company sells integrated computing systems and cloud-based compute capacity to research labs, enterprises, and government agencies. Its shares trade on NASDAQ under the ticker CBRS.

Earnings: every quarter and the next report date

Latest SEC filings

What Cerebras Systems Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 6, 2026
  2. November 5, 2026
  3. August 18, 2026
  4. August 14, 2026
  5. August 14, 2026
  6. August 14, 2026
  7. August 14, 2026
  8. August 14, 2026
  9. August 14, 2026
  10. August 13, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 28, 2026. Insider transactions on SEC

Insider trades

What the people running Cerebras Systems Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $394.6M worth of shares in the last 90 days and bought none on the open market. Most of the selling (89%) was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)
$0
last 90 days
Sold
$394.6M
last 90 days
Net sold
1,924,452
$394.6M
DateInsiderWhatSharesPriceValueFiling
October 27, 2026 Lie SeanChief Technology Officer Exercised options 32,023 - - Form 4
October 27, 2026 Lie SeanChief Technology Officer Gave as a gift 18,000 - - Form 4
October 27, 2026 Lie SeanChief Technology Officer Soldpre-planned (10b5-1) 14,500 $116.82 $1.7M Form 4
October 27, 2026 Lie SeanChief Technology Officer Soldpre-planned (10b5-1) 45,400 $115.46 $5.2M Form 4
October 27, 2026 Lie SeanChief Technology Officer Soldpre-planned (10b5-1) 100 $113.92 $11.4K Form 4
October 5, 2026 Vishria EricDirector Other changeindirect 59,126 - - Form 4
October 5, 2026 Feldman Andrew D.CEO, President, Director Other changeindirect 159 - - Form 4
September 30, 2026 Susan LiorDirector Other changeindirect 1,198,489 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns CBRS

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Fmr LLC13G, passive with 1 related filers 25.7% 28,878,217 July 8, 2026
Foundation Capital Management Co. VIII, L.L.C.13G, passive with 4 related filers 12.2% 14,210,932 August 14, 2026
Atreides Management, LP13G, passive with 2 related filers 10.7% 10,543,836 August 14, 2026
Tiger Global Management, LLC13G, passive with 3 related filers 9.99% 3,496,222 May 22, 2026
Benchmark Capital Management Co. VIII, L.L.C.13G, passive with 11 related filers 9.8% 12,227,545 August 14, 2026
Andrew Feldman13G, passive 9.2% 10,397,232 August 14, 2026
Coatue Management LLC13G, passive with 3 related filers 7.1% 7,011,028 August 14, 2026
Gerstner Bradley Thomas13G, passive with 2 related filers 6.2% 7,226,432 August 14, 2026
Jane Street Group, LLC13G, passive with 1 related filers 5.1% 5,222,522 August 13, 2026

Latest filings below 5%: Lior Susan 4.3% (August 18, 2026).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 412 managers reported a position.

HolderSharesValueChange on quarter
Eclipse Operations, LLC11,446,270$2.53Bnew
Fmr LLC8,435,095$1.86Bnew
Altimeter Capital Management, LP7,225,037$1.6Bnew
Coatue Management LLC7,011,028$1.55Bnew
Capital World Investors3,894,458$860.7Mnew
Morgan Stanley3,224,209$712.6Mnew
Atreides Management, LP3,110,086$687.3Mnew
Jpmorgan Chase & Co3,100,806$670.3Mnew
Tiger Global Management LLC2,999,000$662.8Mnew
VY Capital Management Co. Ltd.2,146,825$474.4Mnew
BlackRock, Inc.2,075,168$458.6Mnew
Vanguard Portfolio Management LLC1,551,946$343Mnew
Vanguard Capital Management LLC1,379,809$304.9Mnew
Citadel Advisors LLC1,248,170$275.8Mnew
Balyasny Asset Management L.P.1,120,356$247.6Mnew
Value Aligned Research Advisors, LLC1,094,722$241.9Mnew
Harvard Management Co Inc1,081,283$239Mnew
Capital Research Global Investors883,000$195.1Mnew
Wellington Management Group Llp881,688$194.9Mnew
Norges Bank846,636$187.1Mnew

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

6 insiders reported holding 1,596,857 shares in total, about $149.6M at the last price.

HolderSharesAs of
Susan LiorDirector 793,014372,659 held indirectly September 30, 2026
Vishria EricDirector 334,980334,980 held indirectly October 5, 2026
Lie SeanChief Technology Officer, 10% owner 263,592 October 27, 2026
Vassallo StevenDirector 171,977171,977 held indirectly September 4, 2026
Feldman Andrew D.CEO, President, Director 17,9381,085 held indirectly October 5, 2026
Patel YagneshChief Accounting Officer 15,356 September 28, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about CBRS

What does Cerebras Systems Inc. do?

Cerebras Systems designs and manufactures computer hardware and processors specialized for artificial intelligence workloads. Its flagship product is a large, wafer-scale processor chip designed to train and run complex AI models. The company sells integrated computing systems and cloud-based compute capacity to research labs, enterprises, and government agencies. Its shares trade on NASDAQ under the ticker CBRS.

What is Cerebras Systems Inc.'s net worth?

Cerebras Systems Inc. has a market value (market cap) of $22.3B at the latest share price. A company's "net worth" usually means this market value or the shareholders' equity on its balance sheet.

When did Cerebras Systems Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 12, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the passive stake changed from November 6, 2026.

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Where the numbers come from

Financial figures are the values Cerebras Systems Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.