GF

GFS GLOBALFOUNDRIES Inc.

2026Q2 · CUSIP G39387108 · Foundry & OSAT · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
443
Institutions that reported holding it to the SEC
Net increase in holders
+94
Last quarter 349 → now 443
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

443 funds held GFS at the end of 2026Q2, up 94 from the quarter before. That is stronger buying than 97.1% of US stocks — among the most piled-into names this quarter. GFS has had 8 buying rushes in its history. It sits in the Semiconductors sector, tagged Foundry & OSAT.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q1: holders=180 2022Q2: holders=212 2022Q3: holders=216 2022Q4: holders=251 2023Q1: holders=274 2023Q2: holders=253 2023Q3: holders=254 2023Q4: holders=263 2024Q1: holders=258 2024Q2: holders=266 2024Q3: holders=269 2024Q4: holders=270 2025Q1: holders=257 2025Q2: holders=297 2025Q3: holders=290 2025Q4: holders=321 2026Q1: holders=349 2026Q2: holders=443 -94 -47 +0 +47 +94 162314466 22Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 20% — —
2025Q4 Top 20% — —
2025Q2 Top 10% — —
2023Q1 Top 10% — —
2022Q4 Top 20% — —
2022Q2 Top 5% — —
2022Q1 Top 5% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
186
Change in large funds
+42
Total value they hold
$45.1B
Funds buying for the first time
147
Funds that sold out entirely
53
Price change that quarter
—
Funds holding puts (bearish)
13
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.