Who owns WULF
Institutions that file 13Fs hold 79% of the shares
Shares they hold, quarter on quarter
+25.4%
127 new, 175 added, 137 cut, 75 sold out
Top 10 holders
39%
of the shares institutions hold
A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
Two kinds of filings agree
Smart money agrees
13F: Stephen Mandel added +21%, Polen Capital added +429% in the quarter ending Jun 30, 2026.
Form 4: Bucella Michael C. (Director) bought $190K in the open market since 2026-04-01.
Institutional owners
The 25 biggest holders
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| LONE PINE CAPITAL LLC | 24.14M | $596.4M | 4.81% | Added +21.2% |
| BlackRock, Inc. | 23.39M | $577.8M | 4.66% | Reduced -16.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 22.30M | $550.7M | 4.45% | Reduced -0.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 17.90M | $442.1M | 3.57% | Added +14.5% |
| FMR LLC | 14.44M | $356.8M | 2.88% | Added +201.6% |
| Value Aligned Research Advisors, LLC | 12.26M | $302.9M | 2.45% | Added +56.3% |
| MORGAN STANLEY | 11.89M | $293.8M | 2.37% | Added +100.6% |
| TWO SIGMA INVESTMENTS, LP | 11.50M | $283.9M | 2.29% | Added +46.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 7.92M | $234.0M | 1.58% | Reduced -7.1% |
| SCOGGIN MANAGEMENT LP | 7.83M | $193.3M | 1.56% | Added +4.3% |
| Invesco Ltd. | 7.11M | $175.6M | 1.42% | Added +76.6% |
| CITADEL ADVISORS LLC | 7.10M | $175.3M | 1.41% | Added +151.2% |
| STATE STREET CORP | 6.92M | $171.0M | 1.38% | Reduced -9.1% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6.88M | $170.0M | 1.37% | Added +17.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.32M | $156K | 1.26% | Added +25.3% |
| Driehaus Capital Management LLC | 6.16M | $152.2M | 1.23% | Added +1.7% |
| Squarepoint Ops LLC | 6.03M | $149.1M | 1.20% | Added +71.0% |
| BANK OF AMERICA CORP /DE/ | 5.67M | $140.1M | 1.13% | Reduced -1.9% |
| NOMURA HOLDINGS INC | 5.52M | $136.3M | 1.10% | Added +77.0% |
| Point72 Asset Management, L.P. | 5.17M | $127.8M | 1.03% | Added +65.1% |
| NORGES BANK | 4.86M | $120.0M | 0.97% | New |
| JENNISON ASSOCIATES LLC | 4.47M | $110.4M | 0.89% | Added +20.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 3.71M | $91.7M | 0.74% | Reduced -12.7% |
| Capital World Investors | 3.52M | $87.0M | 0.70% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.52M | $86.9M | 0.70% | Added +119.3% |
Show the other 15 holders
This quarter
Who bought and who sold the most shares
Bought the most shares
- FMR LLC +9.65M
- MORGAN STANLEY +5.96M
- NORGES BANK +4.86M, new
- Value Aligned Research Advisors, LLC +4.41M
- CITADEL ADVISORS LLC +4.27M
- LONE PINE CAPITAL LLC +4.22M
- TWO SIGMA INVESTMENTS, LP +3.66M
- Capital World Investors +3.52M, new
- FEDERATED HERMES, INC. +3.45M
- Invesco Ltd. +3.08M
Sold the most shares
- MARSHALL WACE, LLP -7.95M
- BlackRock, Inc. -4.75M
- Troluce Capital Advisors LLC -2.30M, sold out
- GOLDMAN SACHS GROUP INC -2.23M
- Two Seas Capital LP -1.53M
- Marex Group Ltd -1.22M
- CANADA PENSION PLAN INVESTMENT BOARD -999K
- Clearline Capital LP -963K, sold out
- D. E. Shaw & Co., Inc. -847K
- Park West Asset Management LLC -835K
Superinvestors
Superinvestors holding WULF
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | Jun 30, 2026 | 24.14M | $596.4M | 3.65% | Added +21.2% |
| Polen Capital Polen Capital Management | Jun 30, 2026 | 563K | $13.9M | 0.13% | Added +429.4% |
More than 5%
13D filings: owners who may push for change
No Schedule 13D about WULF in the last year.