Fund Update: 898,379 GLOBALFOUNDRIES (GFS) shares added to NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO portfolio

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO has added 898,379 shares of $GFS to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Investivoq, and also track the largest institutional owners of $GFS.

GLOBALFOUNDRIES Hedge Fund Activity

We have seen 255 institutional investors add shares of GLOBALFOUNDRIES stock to their portfolio, and 224 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• FMR LLC removed 24,805,239 shares (-35.5%) from their portfolio in Q3 2026, for an estimated $1,188,667,052
• MUBADALA INVESTMENT CO PJSC removed 23,469,017 shares (-5.5%) from their portfolio in Q2 2026, for an estimated $1,934,081,690
• JPMORGAN CHASE & CO removed 5,295,441 shares (-78.4%) from their portfolio in Q3 2026, for an estimated $253,757,532
• SLATE PATH CAPITAL LP removed 5,042,300 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $415,535,943
• VICTORY CAPITAL MANAGEMENT INC added 3,971,027 shares (+128.5%) to their portfolio in Q3 2026, for an estimated $190,291,613
• PRICE T ROWE ASSOCIATES INC /MD/ added 3,921,799 shares (+6144.0%) to their portfolio in Q2 2026, for an estimated $323,195,455
• QUBE RESEARCH & TECHNOLOGIES LTD added 2,366,982 shares (+195.2%) to their portfolio in Q3 2026, for an estimated $113,425,777

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

GLOBALFOUNDRIES Insider Trading Activity

GLOBALFOUNDRIES insiders have traded $GFS stock on the open market 35 times in the past 6 months. Of those trades, 3 have been purchases and 32 have been sales.

Here’s a breakdown of recent trading of $GFS stock by insiders over the last 6 months:

• MICHAEL JAMES HOGAN (Chief Strategy Officer) has made 1 purchase buying 12 shares for an estimated $767 and 6 sales selling 11,807 shares for an estimated $897,725.
• SAMAK L AZAR (Chief Legal Officer) has made 0 purchases and 23 sales selling 7,705 shares for an estimated $454,591.
• PRADHEEPA RAMAN (Chief People Officer) has made 0 purchases and 2 sales selling 8,905 shares for an estimated $450,311.
• JACK R LAZAR purchased 10,000 shares for an estimated $380,000
• GLENDA DORCHAK sold 4,000 shares for an estimated $232,880
• GANESH MOORTHY purchased 2,500 shares for an estimated $93,687

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

GLOBALFOUNDRIES Government Contracts

We have seen $78,633,284 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:

• THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $27,586,640
• SOW 25-5C9: $21,332,032
• THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED...: $353,248

To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

GLOBALFOUNDRIES Analyst Ratings

Wall Street analysts have issued reports on $GFS in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• TD Cowen issued a "Buy" rating on 11/05/2026
• Evercore ISI Group issued a "Outperform" rating on 11/05/2026
• Susquehanna issued a "Positive" rating on 11/05/2026
• Needham issued a "Buy" rating on 11/04/2026
• Stifel issued a "Buy" rating on 09/02/2026

To track analyst ratings and price targets for GLOBALFOUNDRIES, check out Investivoq's $GFS forecast page.

GLOBALFOUNDRIES Price Targets

Multiple analysts have issued price targets for $GFS recently. We have seen 11 analysts offer price targets for $GFS in the last 6 months, with a median target of $54.0.

Here are some recent targets:

• Blayne Curtis from Jefferies set a target price of $50.0 on 11/05/2026
• Timothy Arcuri from UBS set a target price of $43.0 on 11/05/2026
• Harlan Sur from JP Morgan set a target price of $50.0 on 11/05/2026
• Atif Malik from Citigroup set a target price of $46.0 on 11/05/2026
• Krish Sankar from TD Cowen set a target price of $60.0 on 11/05/2026
• Mark Lipacis from Evercore ISI Group set a target price of $54.0 on 11/05/2026
• Matt Bryson from Wedbush set a target price of $45.0 on 11/05/2026

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 Investivoq's $GFS ticker page for more data.