Clear Street Group Inc. Invests $405.20 Million in CoreWeave Inc. $CRWV

Key Points

• Clear Street Group acquired 2,960,899 shares of CoreWeave in Q3 valued at approximately $405.2 million, making CRWV its 5th largest position and representing about 0.77% ownership.
• There has been heavy insider selling—Brannin McBee sold 300,000 shares and CEO Michael Intrator sold 111,427 shares—with insiders offloading a total of 4,752,555 shares (~$399.4 million) over the last 90 days, while multiple securities‑fraud litigation notices and Hagens Berman’s critique increase legal and sentiment risk.
• CoreWeave posted strong growth (revenue $1.57B, up 110% YoY) but remains unprofitable (Q EPS -$0.89 and a reported ~$452M Q4 loss), with negative margins and high leverage (debt/equity 4.46), signaling rapid expansion but elevated financial risk.

Clear Street Group Inc. acquired a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,960,899 shares of the company's stock, valued at approximately $405,199,000. CoreWeave comprises about 1.4% of Clear Street Group Inc.'s portfolio, making the stock its 5th largest position. Clear Street Group Inc. owned 0.77% of CoreWeave as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in CRWV. Renaissance Capital LLC increased its position in CoreWeave by 49.9% during the third quarter. Renaissance Capital LLC now owns 47,162 shares of the company's stock worth $6,454,000 after acquiring an additional 15,697 shares during the period. Munro Partners raised its holdings in CoreWeave by 5,272.4% in the 3rd quarter. Munro Partners now owns 616,485 shares of the company's stock valued at $84,366,000 after acquiring an additional 605,010 shares in the last quarter. AE Wealth Management LLC bought a new stake in shares of CoreWeave in the 3rd quarter worth approximately $4,241,000. HWG Holdings LP bought a new stake in shares of CoreWeave during the third quarter valued at approximately $1,863,000. Finally, Liontrust Investment Partners LLP bought a new position in CoreWeave in the second quarter worth $5,692,000.

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: New product launches (Flex Reservations and Spot) and a partnership with PhysicsX expand CoreWeave’s addressable market for industrial AI and heavy compute workloads — this supports revenue growth and customer flexibility. CoreWeave PhysicsX Deal Highlights Industrial AI And Heavy Compute Potential
• Neutral Sentiment: Short-interest data in the filings appears inconsistent/flat for March (reported as 0 shares / NaN change), which provides little signal on bearish positioning at the moment; treat these figures cautiously.
• Negative Sentiment: Widespread securities‑fraud litigation notices and lead‑plaintiff solicitations from numerous firms cite alleged misstatements about demand and operations for the March 28–Dec 15, 2025 class period — increased legal exposure, potential discovery/costs, and settlement risk can weigh on the stock. CRWV Deadline Today: CRWV Investors with Losses in Excess of $100K Have Opportunity to Lead CoreWeave, Inc. Securities Fraud Lawsuit
• Negative Sentiment: Hagens Berman highlighted CoreWeave’s Q4 results (a large reported loss and soft guidance), arguing the company concealed operational problems; that analysis reinforces investor concern about profitability and outlook. CRWV Alert: Hagens Berman Analyzes CoreWeave (CRWV) $452M Q4 Loss and Soft Guidance
• Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks in early March (totaling millions of dollars), which investors often view as a bearish signal or at least a liquidity event to watch. SEC Form 4 / Insider Sale
• Negative Sentiment: Several media pieces flag “dreadful patterns” and persistent risks in the share price technicals and fundamentals — adds to negative narrative momentum for traders watching risk metrics. CoreWeave stock price forms dreadful patterns

Insider Activity at CoreWeave

In other CoreWeave news, insider Brannin Mcbee sold 300,000 shares of the company's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $72.61, for a total transaction of $21,783,000.00. Following the transaction, the insider directly owned 248,664 shares in the company, valued at approximately $18,055,493.04. This represents a 54.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Michael N. Intrator sold 111,427 shares of the firm's stock in a transaction dated 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 transaction, the chief executive officer directly owned 5,922,620 shares in the company, valued at $428,738,461.80. This trade represents a 1.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,752,555 shares of company stock worth $399,373,015 over the last 90 days.

Analyst Ratings Changes

CRWV has been the subject of several recent research reports. HC Wainwright reissued a "buy" rating and issued a $180.00 price target on shares of CoreWeave in a research report on Monday, March 2nd. Wells Fargo & Company cut their price target on shares of CoreWeave from $150.00 to $125.00 and set an "overweight" rating for the company in a report on Thursday, January 8th. Needham & Company LLC reaffirmed a "hold" rating on shares of CoreWeave in a research note on Friday, February 27th. Weiss Ratings reiterated a "sell (d-)" rating on shares of CoreWeave in a research note on Monday, December 29th. Finally, Sanford C. Bernstein began coverage on CoreWeave in a research report on Thursday, March 5th. They set an "underperform" rating and a $56.00 price target on the stock. Eighteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $122.35.

CoreWeave Stock Performance

CRWV stock opened at $81.11 on Friday. The company has a 50 day moving average price of $88.89 and a 200 day moving average price of $98.25. CoreWeave Inc. has a fifty-two week low of $33.51 and a fifty-two week high of $187.00. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The stock has a market capitalization of $33.99 billion and a PE ratio of -25.35.

CoreWeave (NASDAQ:CRWV - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) EPS for the quarter, missing analysts' consensus estimates of ($0.61) by ($0.28). The firm had revenue of $1.57 billion during the quarter. CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The business's revenue for the quarter was up 110.4% compared to the same quarter last year.

About CoreWeave

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.

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