Insider Cluster (4 insiders) ·Filed Sep 15, 2026

CRWV

CoreWeave, Inc.
BEARISH
Impact 5/10
Horizonweeks Processed16d 15h ago
Insider cluster: 4 insiders, $12.3M total
Actionable Insight ▼ Bearish

The CFO's large sale post-exercise is partially explained by tax planning, but the CEO and GC's open-market sales without a clear liquidity event warrant attention. Monitor for any upcoming secondary offering or earnings pre-announcement. Given the poor historical track record of bearish calls on CRWV, this cluster alone does not justify a short position — treat as a caution flag, not a conviction signal.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+5d
CRWV ▲ +4.26% at T+5d
SHORT call ✗ call lost -4.26% · α vs SPY -1.70% · entry $83.35 → $86.90
Next anchor: T+20d in 11d
Latest observation: T+10 -0.74% FF3 residual α
Entry anchored
Sep 15, 06:56 PM ET
via 1-min bar
T+1d
-4.16%
call +4.16% · α +5.30%
$79.88
settled 16d ago
T+5d
+4.26%
call -4.26% · α -1.70%
$86.90
settled 10d ago
T+20d
—
call — · α —
—
in 11d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

CoreWeave insiders sold $12.32M in shares over a week, led by the CFO ($5.3M), GC ($5.23M), and CEO ($567K). The CFO's sales follow derivative exercises (non-cash), but the CEO and GC's open-market sales are not explained by routine vesting. At $45.8B market cap, the cluster represents ~0.027% of shares outstanding — a trivial proportion. Historical calibration shows past bearish calls on CRWV have been wrong (negative alpha), and the cross-filing actuarial verdicts amplify this cluster's signal. However, the absolute dollar amount is modest for a company this size, and the CEO's sale is relatively small. The cluster is notable but not alarming given the company's scale and the mixed historical track record of bearish calls on this ticker.

Key Financial Metrics

Total Value
$12.3M
Insiders
4

Key Facts

  • Four insiders sold $12.32M total in a 7-day window
  • CFO Nitin Agrawal sold $5.57M after exercising 244,680 options (non-cash)
  • CEO Michael Intrator sold $567K open-market — his first sale in the cluster
  • GC Kristen McVeety sold $5.23M open-market — largest single sale by value
  • Total cluster value is ~0.027% of $45.8B market cap — trivial proportionally
  • Past bearish calls on CRWV have underperformed (avg -21.17% T+20 alpha)

Financial Impact

Insider sales of $12.32M represent ~0.027% of market cap; CFO's sales alone are $5.57M

insider ownershipshare supply

Risk Factors

  • Insider sales could signal lack of confidence ahead of Q3 earnings or a secondary offering
  • CEO's small sale may be diversification, but GC's $5.23M sale is harder to explain as routine
  • Past bearish calls on CRWV have been wrong — the stock has defied insider selling patterns before

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
70% bullish (46 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-1789514301226
91 reports for CRWV
Performance horizon
80% Hit rate 35 of 44 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%$89.25 (−7.07%)
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$88.99 $81.36▼ −8.57%▼ −8.35%$89.25 (+0.29%)
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 4/10
$88.99 $81.36▼ −8.57%▼ −8.35%$89.25 (+0.29%)
Sep 4, 2026
28d ago
Insider Cluster
BEARISH ★ 4/10
$89.36 $82.98▲ +7.14%▲ +5.93%$89.25 (+0.13%)
Aug 29, 2026
4w ago
Insider Cluster
BEARISH ★ 5/10
$84.89 $102.84▼ −21.14%▼ −21.28%$89.25 (−5.13%)
Aug 27, 2026
5w ago
Insider Cluster
BEARISH ★ 6/10
$84.23 $89.36▼ −6.09%▼ −5.98%$89.25 (−5.95%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$86.80 $84.56▼ −2.58%▼ −2.85%$89.25 (+2.82%)
Aug 22, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$86.25 $84.89▲ +1.58%▲ +2.05%$89.25 (−3.47%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$87.85 $84.23▼ −4.12%▼ −4.59%$89.25 (+1.59%)
Aug 19, 2026
6w ago
Insider Cluster
BEARISH ★ 6/10
$90.87 $88.01▲ +3.15%▲ +2.76%$89.25 (+1.79%)
Showing 10 of 91

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Report published Sep 16, 2026