Wallsti
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CRWV

CoreWeave, Inc. · Technology · Software - Infrastructure
TECHStrong SellMABuy · 4 ▲ZACKSHold R500#496 today TARGET+168% EARNINGSNov 10 AMC
$50.15 -8.60% today · -9.13% 1W
Nov 2 close or latest
Pre-market $51.31 +2.31% ·
Why it movedDown on debt and leverage worriesReadout ›

Holders' trades in the past 90 days

Net selling: ≈$636M sold against ≈$210.2M bought. Net of both sides: 1.2% of the float.

WhoDoing≈ ValueOf the floatOf market capTheir stakePublicPrice sincePrice vs theirs
Insiders · Form 4 Sold · 22 trades, 9 people, Aug 10 – Oct 29 $508.5M 1.4% 1.8% Oct 30 -8.6% -53.5%
ARK Invest · ARK daily Bought · 3 sessions, Oct 14 – Oct 19 $33.9M 0.16% 0.12% 0.81% of shares Oct 19 -17.9% -24.1%
ARK Invest · ARK daily Bought · 2 sessions, Oct 6 – Oct 7 $27.9M 0.10% 0.10% 0.81% of shares Oct 7 -43.3% -43.9%
ARK Invest · ARK daily Bought · 1 session, Sep 29 $21.9M 0.08% 0.08% 0.81% of shares Sep 29 -41.6% -41.6%
ARK Invest · ARK daily Bought · 1 session, Sep 17 $19.1M 0.07% 0.07% 0.81% of shares Sep 17 -37.2% -37.2%
ARK Invest · ARK daily Sold · 1 session, Sep 14 $5.4M 0.02% 0.02% 0.81% of shares Sep 14 -39.6% -39.6%
Viking Global · 13F Sold · Q2 2026 · sold out $108.3M 0.43% 0.39% <0.01% of shares Aug 14 -52.4% -35.3%
Appaloosa · 13F Bought · Q2 2026 · new position $107.3M 0.33% 0.39% 0.23% of shares
1.4% of its portfolio
Aug 14 -52.4% -49.6%
Soros Fund Management · 13F Sold · Q2 2026 $13.9M 0.04% 0.05% 0.07% of shares
0.49% of its portfolio
Aug 14 -52.4% -49.6%

After CRWV's past unplanned insider sales (79 times), its median move a month later was -6.7%. Aftermath

In Wallsti's check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys and did about as well as QQQ after its sales.

The chart beside it

Technical rating: Strong Sell (0 buy, 10 neutral, 16 sell of 26 indicators). RSI 30. Price -36.3% vs its 50-day average, -45.0% vs its 200-day, -63.7% from its 52-week high. Next 5 sessions: bargain $43.49 (-13.3%), stretch $57.82 (+15.3%). Technical · Pricing

Everyone we follow who traded the stock in the past 90 days, the runs still going first. Public: the day the trade became known (ARK's the evening of each session, a Form 4 or 13F on its filing day, Congress's on its report); price since: from that day's close to the latest. Price vs theirs: the latest price against the average they paid or got (a 13F's is the quarter-end price). Of the float: the shares traded over the shares the public can trade; their stake: shares held over all shares outstanding (a manager's: its last 13F plus its Form 4 runs since, ≈). Insiders: unplanned trades only (open-market buys, sales outside a 10b5-1 plan). 13F values are at the quarter's end and the trades happened some time in the quarter. The technical rating and bargain / stretch prices are the Technical and Pricing tabs' own. These describe the flow, not a forecast.

Insiders · 1 month
−$407.9K
unplanned net · 0 buys · 4 sells · 3 insiders
sales: 1 unplanned, 3 under a 10b5-1 plan (25% unplanned)
Insiders · 3 months
−$508.5M
unplanned net · 0 buys · 49 sells · 10 insiders
sales: 22 unplanned, 27 under a 10b5-1 plan (45% unplanned)
Congress · 3 months
none
no reported trades
Congress · 1 year
≈−$32.5K
0 buys · 1 sell · 1 member
Fund moves · 3 months
≈+$82.6M
8 buys · 3 sells · 4 investors
Held by funds · now
≈$341M
3 investors · largest: ARK Invest

Insiders

Trade dateInsiderRoleSideTypeSharesAvg priceValueFiled
Oct 29, 2026 Jeff Baker Principal Accounting Off Sell unplanned 6,670 $61.16 $407.9K Oct 30
Oct 13, 2026 Jonathan Jones Chief Revenue Officer Sell 10b5-1 plan 37,380 $78.67 $2.9M Oct 14
Oct 12, 2026 Nitin Agrawal CFO Sell 10b5-1 plan 22,579 $80.13 $1.8M Oct 14
Oct 6, 2026 Nitin Agrawal CFO Sell 10b5-1 plan 3 $88.60 $266 Oct 8
Sep 30, 2026 Nitin Agrawal CFO Sell unplanned 5 $87.69 $438 Oct 2
Sep 30, 2026 Jeff Baker Principal Accounting Off Sell unplanned 5 $87.69 $438 Oct 2
Sep 30, 2026 Chen Goldberg EVP Sell unplanned 5 $87.69 $438 Oct 2
Sep 30, 2026 Michael N Intrator CEO Sell unplanned 78,552 $87.69 $6.9M Oct 2
Sep 30, 2026 Sachin Jain COO Sell unplanned 4 $87.69 $351 Oct 2
Sep 30, 2026 Brannin McBee Chief Development Office Sell unplanned 56,531 $87.69 $5M Oct 2
Sep 30, 2026 Kristen J McVeety GC and Secretary Sell unplanned 5 $87.69 $438 Oct 2
Sep 30, 2026 Brian M Venturo Director Sell unplanned 65,616 $87.69 $5.8M Oct 2
Sep 29, 2026 Michael N Intrator CEO Sell 10b5-1 plan 307,692 $86.65 $26.7M Oct 1
Sep 22, 2026 Nitin Agrawal CFO Sell 10b5-1 plan 55,764 $86.83 $4.8M Sep 24
Sep 22, 2026 Michael N Intrator CEO Sell 10b5-1 plan 307,692 $86.82 $26.7M Sep 24

Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.

Congress

Trade dateMemberChamberSideAmountDisclosed
Dec 11, 2025 Cleo Fields House Sell $15K–$50K Dec 17
Oct 10, 2025 Cleo Fields House Buy $1K–$15K Oct 30
Oct 9, 2025 Cleo Fields House Buy $1K–$15K Oct 30

Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.

Funds

Who holds it
InvestorSharesValueOf its portfolioVs quarter beforeAs of
ARK Invest (Cathie Wood) 3,714,284 $203.8M ARKW 3.3% · ARKK 2.4% — Nov 2
Appaloosa (David Tepper) 1,078,248 $107.3M 1.4% new Q2 2026
Soros Fund Management (George Soros) 300,000 $29.9M 0.49% -32% Q2 2026
ARK's position

ARK is adding to CRWV: 2.0% → 1.5% of its portfolio in a month (#20 of 124), +0.43 points from buying (≈$61.9M).

OverShare of ARK then → nowNet bought or soldFrom tradingFrom price and other
1M since Oct 2 2.0% → 1.5% +$61.9M +0.43−0.92
3M since Aug 3 1.5% → 1.5% +$112M +0.79−0.77
1Y since Oct 31 0.34% → 1.5% +$305.1M +2.2−1.0
ARK's buying and selling runs
SideTradedSessions tradedShares≈ ValueOf each session's volumePrice over it
Buying Oct 14 – Oct 19, 2026 3 of 4 513,729 $33.9M 0.1% -7.1%
Buying Oct 6 – Oct 7, 2026 2 312,228 $27.9M 0.7% -3.6%
Buying Sep 29, 2026 1 254,550 $21.9M 1.0%

Share of ARK: the stock's value over all of ARK's ETFs added up, from their daily holdings. From trading: the net dollars ARK bought (+) or sold (−) over the window's average assets, in points; from price and other: the rest of the change, mostly the stock's price against ARK's other holdings. A run: ARK trading the stock the same way with at most two sessions between trades (ARK spreads large orders out). This describes ARK's flow, not the price: in our check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys, and did about as well as QQQ after its sales.

Their moves
DateInvestorMoveSourceShares≈ ValueNow heldFiled
Oct 19, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 132,498 $8.1M source
Oct 15, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 192,566 $13.4M source
Oct 14, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 188,665 $12.4M source
Oct 7, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 214,589 $19M source
Oct 6, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 97,639 $9M source
Sep 29, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 254,550 $21.9M source
Sep 17, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 239,083 $19.1M source
Sep 14, 2026 ARK Invest (Cathie Wood) Sold ARKK 64,923 $5.4M source
Aug 14, 2026 Viking Global (Andreas Halvorsen) Sold out 13F, Q2 2026 1,397,438 $108.3M Aug 14
Aug 14, 2026 Soros Fund Management (George Soros) Trimmed 13F, Q2 2026 139,360 $13.9M 0.5% Aug 14
Aug 14, 2026 Appaloosa (David Tepper) New stake 13F, Q2 2026 1,078,248 $107.3M 1.4% Aug 14
Aug 3, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 169,616 $14.5M source
Jul 31, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 298,243 $21.4M source
Jul 17, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 115,827 $8.5M source
Jul 8, 2026 ARK Invest (Cathie Wood) Bought ARKK 9,384 $844.6K source

Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves