Vanguard Group Inc. Purchases 3,888,164 Shares of CoreWeave Inc. $CRWV

Vanguard Group Inc. raised its position in shares of CoreWeave Inc. (NASDAQ:CRWV) by 109.7% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,433,501 shares of the company’s stock after purchasing an additional 3,888,164 shares during the quarter. Vanguard Group Inc.’s holdings in CoreWeave were worth $1,017,275,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Family Legacy Financial Solutions LLC grew its holdings in shares of CoreWeave by 166.7% during the third quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock valued at $27,000 after buying an additional 125 shares during the last quarter. HighMark Wealth Management LLC bought a new position in CoreWeave in the 3rd quarter valued at approximately $27,000. OLD Second National Bank of Aurora bought a new position in CoreWeave in the 3rd quarter valued at approximately $27,000. Princeton Global Asset Management LLC purchased a new stake in CoreWeave during the 3rd quarter valued at $28,000. Finally, Aspect Partners LLC bought a new stake in shares of CoreWeave in the 3rd quarter worth $28,000.

Key CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: NVIDIA kept CoreWeave in its Q4 2025 13F holdings, signaling continued confidence from a key AI‑infrastructure player; that institutional backing is a tailwind for CRWV. Read More.
• Positive Sentiment: Analyst/retail pieces highlight CoreWeave’s strong revenue growth and market positioning for AI compute, supporting longer‑term upside narratives even amid near‑term volatility. Read More.
• Neutral Sentiment: Short‑interest reports in the feed show zero or negligible values (likely reporting artifacts), so there’s no clear short squeeze/covering dynamic apparent from the data.
• Neutral Sentiment: Market commentary notes investors are cautious ahead of CoreWeave’s upcoming earnings, which can amplify moves in either direction depending on results and guidance. Read More.
• Negative Sentiment: Multiple law firms have filed or issued notices about securities‑fraud class actions alleging that CoreWeave misled the market about its ability to scale and meet guidance; a wave of filings and reminder notices increases legal risk and potential costs. Read More. and Read More.
• Negative Sentiment: Report that Blue Owl Capital is struggling to secure debt financing for a $4B JV data‑center project spooked investors because that JV is material to CoreWeave’s capacity expansion and revenue outlook. Financing uncertainty raises execution and timing risk. Read More.
• Negative Sentiment: Insider selling: a senior insider disclosed large share sales in mid‑February (multiple filings), which can be interpreted as reduced insider exposure and contributes to downward pressure. Read More.
• Negative Sentiment: Articles highlighting CoreWeave’s high leverage (reported ~ $29B debt) versus backlog raise solvency and cash‑flow concerns; heavy debt amplifies downside if growth or financing slows. Read More.

Insider Buying and Selling

In related news, CEO Michael N. Intrator sold 111,427 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the completion of the sale, the chief executive officer directly owned 5,922,620 shares in the company, valued at approximately $428,738,461.80. The trade was a 1.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Brannin Mcbee sold 102,835 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $78.61, for a total transaction of $8,083,859.35. Following the sale, the insider directly owned 185,181 shares of the company’s stock, valued at approximately $14,557,078.41. This represents a 35.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 4,824,391 shares of company stock valued at $407,486,932.

CoreWeave Trading Down 8.1%

Shares of NASDAQ:CRWV opened at $89.25 on Friday. The stock’s 50-day simple moving average is $86.71 and its two-hundred day simple moving average is $100.90. The stock has a market capitalization of $34.49 billion and a price-to-earnings ratio of -61.55. CoreWeave Inc. has a 52-week low of $33.51 and a 52-week high of $187.00. The company has a debt-to-equity ratio of 2.66, a quick ratio of 0.49 and a current ratio of 0.49.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. Cantor Fitzgerald restated an “overweight” rating and issued a $174.00 price target on shares of CoreWeave in a research note on Wednesday, November 5th. Morgan Stanley boosted their target price on CoreWeave from $91.00 to $99.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a research note on Monday, January 26th. Wells Fargo & Company dropped their price target on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Finally, Macquarie Infrastructure reiterated a “neutral” rating and issued a $115.00 price target on shares of CoreWeave in a research note on Tuesday, January 27th. Seventeen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $125.45.

CoreWeave Company Profile

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.