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Cerebras Systems Inc. (CBRS) director Susan Lior reported restructuring-related movements in Class A common stock involving investment and estate-planning entities. An Eclipse-affiliated fund group made a pro-rata, in-kind distribution of 2,248,855 shares to its partners for no additional consideration, reducing Lior’s indirect position there while she received 104,811 shares directly and 119,816 shares indirectly through an estate-planning vehicle she controls. Separately from these transfers, Eclipse-managed entities continue to hold several million Cerebras shares over which Lior may be deemed to have voting, investment, and dispositive power.
Cerebras Systems Inc. (CBRS) received an amended Schedule 13D from Eclipse-affiliated funds and Lior Susan updating their ownership following an internal restructuring. On August 14, 2026, Eclipse Continuity I, Eclipse I, Eclipse SPV II, and Eclipse SPV XIII made a pro rata, in-kind distribution of an aggregate of 133,660, 921,422, 1,093,594, and 100,179 Cerebras Class A shares, respectively, to their limited and general partners for no consideration. Lior Susan acquired 104,811 shares directly and an estate-planning vehicle he controls received 119,816 shares in this distribution. After these changes, Susan is reported to beneficially own 9,555,990 Class A shares, or 4.3% of Cerebras’ total common stock outstanding, based on 223,848,533 total Class A and Class B shares as of August 5, 2026. The filing states that as of August 14, 2026, the reporting persons ceased to be beneficial owners of more than five percent of Cerebras’ outstanding shares.
CBRS filed a notice relating to potential sales of common stock. The filing references Raymond James & Associates in St. Petersburg, Florida as the broker and identifies Nasdaq as the trading market. It also notes Class A Common Stock received "in connection with pro-rata distributions for no consideration" from various Benchmark funds/entities, with dates in 2026 associated with these securities.
Altimeter Capital Management LP, its general partner and Brad Gerstner reported beneficial ownership of 7,160,181 Class A shares of Cerebras Systems Inc. as of August 14, 2026, representing 6.2% of the Class A common stock, including shares issuable upon conversion of Class B shares.
The position consists of 2,516,377 outstanding Class A shares and 4,643,804 Class A shares issuable upon conversion of an equal number of Class B shares, which are convertible to Class A at any time. The percentage is based on 112,247,109 Class A shares outstanding as of August 5, 2026, plus the Class A shares issuable from the Reporting Persons’ Class B holdings.
Cerebras Systems Inc. reported that investment firm Coatue Management, L.L.C. and related entities have filed as significant beneficial owners of its Class A common stock, $0.00001 par value per share. As of June 30, 2026, Coatue Management and Philippe Laffont each reported beneficial ownership of 7,011,028 shares of Class A common stock, representing 7.1% of the class, all with shared voting and dispositive power.
Coatue Private Fund II LP and Coatue Private II GP LLC each reported beneficial ownership of 6,129,242 shares, or 6.2% of the Class A common stock, also with shared voting and dispositive power. The positions include Class B common stock that is convertible into Class A within 60 days, including 6,670,101 Class B shares indirectly beneficially owned by Coatue Management and Philippe Laffont. All securities are directly owned by advisory clients of Coatue Management, with only Coatue Private Fund II LP reported as exceeding 5%.
Andrew Feldman reported beneficial ownership of Class A Common Stock of Cerebras Systems Inc. as of June 30, 2026. Based on 103,220,568 Class A shares outstanding, he beneficially owns 10,397,232 shares, representing 9.2% of the Class A Common Stock.
The position includes Class A shares underlying Class B Common Stock, stock options vesting within 60 days, and restricted stock units vesting within 60 days. Feldman has sole voting and dispositive power over 10,347,232 shares and shared voting and dispositive power over 50,000 shares held in grantor retained annuity trusts.
Benchmark-affiliated investment funds report their beneficial ownership of Cerebras Systems Inc. Class A Common Stock on an as-converted basis. The filing covers multiple Delaware limited partnerships and limited liability companies, collectively described as the reporting persons, all associated with Benchmark.
Benchmark Capital Management Co. VIII, L.L.C. reports beneficial ownership of 12,227,545 shares of Class B Common Stock, convertible into Class A, representing 9.8% of the Class A Common Stock, assuming conversion. This position is held through Benchmark Capital Partners VIII, L.P., Benchmark Founders' Fund VIII, L.P. and Benchmark Founders' Fund VIII-B, L.P., over which BCMC VIII may be deemed to have sole voting and dispositive power.
Benchmark AI Infrastructure Management Co., L.L.C. reports 2,527,646 shares of Class B Common Stock, representing 2.2% of Class A on an as-converted basis, held via Benchmark AI Infrastructure Fund, L.P. and Benchmark AI Infrastructure Fund B, L.P. All percentages are calculated under Rule 13d‑3(d)(1)(i)(D) using 112,247,109 Class A shares outstanding.
Atreides Management, LP and related parties report a 10.7% beneficial stake in Cerebras Systems Inc. Class A Common Stock. The group, including Atreides Management, LLC and Gavin Baker, is deemed to beneficially own 10,543,836 shares, all with shared voting and dispositive power and no sole power.
This total includes 6,733,750 shares of Class B Common Stock held by funds and accounts managed by Atreides Management, LP, each convertible 1-for-1 into Class A shares, as well as call options exercisable within 60 days of June 30, 2026. The 10.7% ownership is calculated against 92,130,188 Class A shares outstanding as of June 17, 2026. The reporting persons disclaim beneficial ownership beyond their pecuniary interests, and Atreides Foundation Master Fund LP has rights to dividends or sale proceeds exceeding five percent of the class.
Foundation Capital-affiliated funds report a significant stake in Cerebras Systems Inc. As of June 30, 2026, the reporting entities collectively beneficially own 15,302,343 shares of Class A common stock (including shares issuable upon conversion of Class B shares), representing 13.1% of Cerebras’ Class A common stock.
Foundation Capital VIII, L.P., Foundation Capital VIII Principals Fund, L.L.C., and Foundation Capital Leadership Fund II, L.P. directly hold combinations of Class A and Class B shares, with each Class B share convertible into one Class A share. Management entities Foundation Capital Management Co. VIII, L.L.C. and Foundation Capital Management Co. LF II, L.L.C. may be deemed to share voting and dispositive power over these holdings.