CBRS Chief ExecutiveWhat Andrew D. Feldman says in public, and what their own SEC filings show they own.
Co-Founder, CEO, President & Chairman · Cerebras Systems Inc.
Serial systems entrepreneur who sold SeaMicro to AMD before founding Cerebras in 2016 around the wafer-scale engine bet.
Feldman owns 9.2% of Cerebras Systems Inc., worth $1.85B at the last close.
Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.
Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.
Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.
| Security | Held via | Shares |
|---|---|---|
| Class B Common Stock | Direct | 13,945,134 |
| Class B Common Stock | GRAT 1 | 50,000 |
| Class B Common Stock | GRAT 2 | 50,000 |
| Class A Common Stock | Direct | 16,853 |
| Class A Common Stock | Feldman Bravo Family Trust | 686 |
| Reported as of 2026-08-24 | 14,062,673 | |
The 13G cover page counts the 10.4M shares the person can vote today. The Forms 4 add 3.7M more — typically an award that has not vested, which the person disclaims until it does. Never add them together.
| Date | Type | What happened | Shares | Price | Value | Note |
|---|---|---|---|---|---|---|
| Aug 24, 2026 filing: Other, Other acquisition or disposition · Class A Common Stock | Other | Other acquisition or disposition · Class A Common Stock | +120 | — | — | Through Feldman Bravo Family Trust |
| Aug 21, 2026 filing: Gift, Gift · Class A Common Stock | Gift | Gift · Class A Common Stock | −50,000 | — | — | |
| Aug 21, 2026 filing: Convert, Conversion of a derivative · Class A Common Stock | Convert | Conversion of a derivative · Class A Common Stock | +237,559 | — | — | |
| Aug 21, 2026 filing: Sale, Open-market sale across 13 lots, $196.20–$210.21 · Class A Common Stock | Sale | Open-market sale across 13 lots, $196.20–$210.21 · Class A Common Stock | −237,559 | $199.27 avg | $47.3M | under a 10b5-1 plan |
| Aug 21, 2026 filing: Exercise, Option or RSU conversion · Class B Common Stock | Exercise | Option or RSU conversion · Class B Common Stock | +237,559 | — | — | |
| Aug 21, 2026 filing: Convert, Conversion of a derivative · Class B Common Stock | Convert | Conversion of a derivative · Class B Common Stock | −237,559 | — | — | |
| Aug 18, 2026 filing: Convert, Conversion of a derivative · Class A Common Stock | Convert | Conversion of a derivative · Class A Common Stock | +93,497 | — | — | |
| Aug 18, 2026 filing: Sale, Open-market sale across 26 lots, $214.85–$240.01 · Class A Common Stock | Sale | Open-market sale across 26 lots, $214.85–$240.01 · Class A Common Stock | −26,644 | $222.22 avg | $5.9M | no 10b5-1 plan |
| Aug 18, 2026 filing: Convert, Conversion of a derivative · Class B Common Stock | Convert | Conversion of a derivative · Class B Common Stock | −93,497 | — | — | |
| Aug 17, 2026 filing: Other, Other acquisition or disposition · Class A Common Stock | Other | Other acquisition or disposition · Class A Common Stock | +298 | — | — | Through Feldman Bravo Family Trust |
| Company | Role | Reported | Beneficial | % of class |
|---|---|---|---|---|
| CBRS Cerebras Systems Inc. This page | CEO, President | 14M 2026-08-24 |
10M | 9.2% |
| CBRS: 3,665,441 shares on the Section 16 filings are excluded from the SCHEDULE 13G figure — read the cover page for why. | ||||
Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.
9 filings under CIK 0002039573 · captured 2026-09-05 · All filings on EDGAR ↗
10 recorded appearances
Discussed Q2 results, the growth strategy and AI chip demand, saying the company was "pretty proud of the results."
Watch or read: Watch CNBC's full interview with Cerebras Systems CEO Andrew Feldman, Aug 13, 2026 →Argued data-center capacity, not demand, is the binding constraint on Cerebras' growth, with power availability the primary bottleneck.
Watch or read: Cerebras CEO Andrew Feldman Talks Data Center Capacity, Aug 13, 2026 →Long-form explanation of the wafer-scale bet: why a dinner-plate-sized chip wins on inference latency, and why frontier labs including OpenAI route workloads to it.
Watch or read: The Biggest Chip Ever Built — Why OpenAI Runs On It | Cerebras CEO Andrew Feldman, Jul 23, 2026 →Feldman's segment covers the scale of the data-center buildout, why inference and reasoning workloads break Moore's-Law economics, and his view on open source, AI sovereignty and the road to AGI.
Watch or read: Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs, Jul 9, 2026 →First earnings interview since the May IPO; walked through the gross-margin outlook and the shape of demand.
Watch or read: Watch CNBC's full interview with Cerebras CEO Andrew Feldman, Jun 24, 2026 →Rejected the infrastructure-bubble framing - build-out is tracking booked demand, and power, not capital, is the bottleneck. Also argued most "AI-driven" layoffs are AI-washed cost cuts.
Watch or read: 20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman, May 26, 2026 →Explained the engineering and economic logic of wafer-scale integration versus GPU clusters, and why GPUs struggle to deliver fast inference.
Watch or read: Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip, May 21, 2026 →Walked Sarah Guo and Elad Gil through the road to the IPO - the years of doubt about wafer-scale, and how inference speed became the wedge against Nvidia.
Watch or read: The Story Behind Cerebras' $63 Billion IPO with Founder and CEO Andrew Feldman, May 21, 2026 →IPO-day interview: defended going public as the right funding structure for the build-out, and discussed the OpenAI and AWS partnerships.
Watch or read: Cerebras CEO Andrew Feldman on IPO debut: This is the right way to fund our growth, May 14, 2026 →Explained the decision to raise $1bn privately and push the IPO out, argued Nvidia's behavior showed concern about growth, and questioned whether US energy supply can keep up with AI demand.
Watch or read: 20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman, Oct 6, 2025 →
