BESSEMER GROUP INC has added 2,813,548 shares of $GFS to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $GFS.
GLOBALFOUNDRIES Hedge Fund Activity
We have seen 174 institutional investors add shares of GLOBALFOUNDRIES stock to their portfolio, and 160 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 3,366,211 shares (+6.5%) to their portfolio in Q4 2025, for an estimated $117,548,088
- SLATE PATH CAPITAL LP added 3,086,900 shares (+174.5%) to their portfolio in Q4 2025, for an estimated $107,794,548
- BESSEMER GROUP INC added 2,813,548 shares (+8275141.2%) to their portfolio in Q1 2026, for an estimated $125,146,615
- FIRST TRUST ADVISORS LP removed 2,525,260 shares (-95.0%) from their portfolio in Q4 2025, for an estimated $88,182,079
- INVESCO LTD. removed 2,142,292 shares (-72.3%) from their portfolio in Q4 2025, for an estimated $74,808,836
- PACER ADVISORS, INC. removed 1,874,440 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $65,455,444
- HRT FINANCIAL LP added 1,804,035 shares (+inf%) to their portfolio in Q4 2025, for an estimated $62,996,902
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
GLOBALFOUNDRIES Insider Trading Activity
GLOBALFOUNDRIES insiders have traded $GFS stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $GFS stock by insiders over the last 6 months:
- MICHAEL JAMES HOGAN (Chief Business Officer) has made 0 purchases and 5 sales selling 8,200 shares for an estimated $415,467.
- GLENDA DORCHAK sold 4,000 shares for an estimated $233,840
- SAMAK L AZAR (Chief Legal Officer) has made 0 purchases and 7 sales selling 3,500 shares for an estimated $174,755.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
GLOBALFOUNDRIES Government Contracts
We have seen $29,959,881 of award payments to $GFS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- SOW 25-5C9: $15,503,852
- THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $500,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
GLOBALFOUNDRIES Analyst Ratings
Wall Street analysts have issued reports on $GFS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Baird issued a "Outperform" rating on 02/12/2026
- B of A Securities issued a "Underperform" rating on 12/04/2025
- Evercore ISI Group issued a "Outperform" rating on 11/13/2025
To track analyst ratings and price targets for GLOBALFOUNDRIES, check out Quiver Quantitative's $GFS forecast page.
GLOBALFOUNDRIES Price Targets
Multiple analysts have issued price targets for $GFS recently. We have seen 10 analysts offer price targets for $GFS in the last 6 months, with a median target of $49.5.
Here are some recent targets:
- Mehdi Hosseini from Susquehanna set a target price of $100.0 on 05/06/2026
- Charles Shi from Needham set a target price of $80.0 on 05/05/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $80.0 on 05/04/2026
- Matt Bryson from Wedbush set a target price of $50.0 on 05/04/2026
- Tristan Gerra from Baird set a target price of $60.0 on 02/12/2026
- James Sheehan from Goldman Sachs set a target price of $46.0 on 02/12/2026
- Christopher Danely from Citigroup set a target price of $49.0 on 02/12/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $GFS ticker page for more data.
