Insider Cluster (3 insiders) ·Filed Jul 23, 2026

CRWV

CoreWeave, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed2mo ago
Insider cluster: 3 insiders, $2.2M total
Actionable Insight • Neutral

Insider sales are trivial relative to market cap and likely reflect routine post-IPO lockup expiration or 10b5-1 plan execution. No bearish signal. Monitor for any material insider buying or a secondary offering filing, which would be more informative.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
CRWV ▲ +10.68% at T+20d
NEUTRAL call ✓ call won +10.68% · α vs SPY +7.37% · entry $81.10 → $89.76
Next anchor: T+60d in 13d
Latest observation: T+47 +16.88% FF3 residual α
Entry anchored
Jul 22, 06:49 PM ET
via exchange tick
T+1d
-11.37%
call -11.37% · α -11.47%
$71.88
settled 2mo ago
T+5d
-8.88%
call -8.88% · α -9.35%
$73.90
settled 2mo ago
T+20d
+10.68%
call +10.68% · α +7.37%
$89.76
settled 6w ago
T+60d
—
call — · α —
—
in 13d

Price Chart

Loading chart...

Executive Summary

Three C-suite insiders at CoreWeave (CEO, CFO, CDO) sold a combined $2.25M in open-market shares over a 7-day window. The CEO and CFO sold at prices near $79-$84, while the CDO executed a large cluster of 20 trades on a single day, including derivative conversions and open-market sales totaling ~$2.56M. At a $43.4B market cap, the total open-market sales represent ~0.005% of market cap — a trivial amount. The historical performance on this ticker shows a -21.45% average T+20 return on prior reports, suggesting the model has been over-scoring this name. The insider sales are routine in size and likely driven by post-IPO lockup expiration or 10b5-1 plans, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$4.0M
Insiders
3

Key Facts

  • CEO Michael Intrator sold 10.7K shares for $850K at ~$79.21
  • CFO Nitin Agrawal sold 6.5K shares for $547K at ~$84.22
  • CDO Brannin McBee sold ~32K open-market shares for ~$2.56M across 20 trades on 2026-07-20, plus 194K derivative conversions at $0
  • Total open-market sales of ~$3.96M represent ~0.009% of $43.4B market cap — immaterial
  • CDO McBee's sales included derivative conversions (non-cash) and open-market sales, consistent with post-vesting liquidation

Financial Impact

Total insider open-market sales of ~$3.96M against a $43.4B market cap — negligible economic impact

dilution

Risk Factors

  • Insider sales could accelerate if lockup expiration triggers broader selling
  • Historical model performance on CRWV shows poor predictive accuracy — prior reports averaged -21.45% T+20 return

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
66% bullish (44 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CRWV-1784768463990
91 reports for CRWV
Performance horizon
80% Hit rate 36 of 45 directional calls best @ T+20▲ +49.98%Apr 9, 2026
Filters
Rows
Reports for CRWV — sortable, filterable
TypeNow
Sep 15, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
$83.35 $86.90▼ −4.26%▼ −1.70%$91.83 (−10.17%)
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$88.99 $81.36▼ −8.57%▼ −8.35%$91.83 (+3.19%)
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 4/10
$88.99 $81.36▼ −8.57%▼ −8.35%$91.83 (+3.19%)
Sep 4, 2026
28d ago
Insider Cluster
BEARISH ★ 4/10
$89.36 $82.98▲ +7.14%▲ +5.93%$91.83 (−2.76%)
Aug 29, 2026
4w ago
Insider Cluster
BEARISH ★ 5/10
$84.89 $102.84▼ −21.14%▼ −21.28%$91.83 (−8.18%)
Aug 27, 2026
5w ago
Insider Cluster
BEARISH ★ 6/10
$84.23 $89.36▼ −6.09%▼ −5.98%$91.83 (−9.02%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$86.80 $84.56▼ −2.58%▼ −2.85%$91.83 (+5.79%)
Aug 22, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$86.25 $84.89▲ +1.58%▲ +2.05%$91.83 (−6.47%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$87.85 $84.23▼ −4.12%▼ −4.59%$91.83 (+4.53%)
Aug 19, 2026
6w ago
Insider Cluster
BEARISH ★ 6/10
$90.87 $88.01▲ +3.15%▲ +2.76%$91.83 (−1.06%)
Showing 10 of 91

US Market Status

Market Open — Closes in 6h 24m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Jul 23, 2026