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Insider Cluster (3 insiders) ·Filed Oct 19, 2026

NBIS

Nebius Group N.V.
BEARISH
Impact 4/10
Horizondays Processed8d 3h ago
Insider cluster: 3 insiders, $1.5M total
Actionable Insight ▼ Bearish

A mixed insider cluster at Nebius Group shows a director making two small open-market purchases totaling ~$50K, while the Chief Revenue Officer sold $1.48M in shares and another director sold $33K. The CRO's sale dominates by dollar value and is an open-market sale without a 10b5-1 plan indicated, which is a bearish signal. However, the director's purchases are too small to offset the selling pressure, and the cluster's total selling value of ~$1.51M is modest relative to the company's market cap (likely <0.5%), limiting the overall impact.

DirectionBearish
Confidencemedium
Horizondays
Latest settled — T+5d ⚠ clustered
NBIS ▼ -9.97% at T+5d
SHORT call ✓ call won +9.97% · α vs SPY +9.82% · entry $170.24 → $153.27
Next anchor: T+20d in 20d
Entry = T+0 close
Oct 19, 2026
via day close
T+1d
+0.71%
call -0.71% · α -0.38%
$171.45
settled 7d ago
T+5d
-9.97%
call +9.97% · α +9.82%
$153.27
settled yesterday
T+20d
Pending
in 20d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

A mixed insider cluster at Nebius Group shows a director making two small open-market purchases totaling ~$50K, while the Chief Revenue Officer sold $1.48M in shares and another director sold $33K. The CRO's sale dominates by dollar value and is an open-market sale without a 10b5-1 plan indicated, which is a bearish signal. However, the director's purchases are too small to offset the selling pressure, and the cluster's total selling value of ~$1.51M is modest relative to the company's market cap (likely <0.5%), limiting the overall impact.

Key Financial Metrics

Direction
selling
Total Value
$1.5M
Insiders
3

Key Facts

  • Chief Revenue Officer Marc Boroditsky sold 7,000 shares for $1.48M on 2026-10-12 at $211.23/share.
  • Director Arne Grimme purchased 148 shares for $25K on 2026-10-15 at $169.99/share, and another 148 shares for $25K on 2026-10-16 at $169.99/share.
  • Director John Wilson IV sold 200 shares for $33K on 2026-10-15 at $164.80/share.
  • Total insider selling value is ~$1.51M vs. total buying of ~$50K, a 30:1 ratio favoring selling.
  • The CRO's sale is an open-market transaction with no 10b5-1 plan indication absent, making it a potentially informed sale.
  • The director purchases are small (0.003% of market cap at a ~$5B market cap) and do not offset the CRO's sale.

Financial Impact

CRO sale of $1.48M at $211.23/share; director purchases total $50K at $169.99/share; total selling value ~$1.51M vs. buying ~$50K.

insider sellinginsider buyingdilutionmarket cap

Investment Themes

Software & IT

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-NBIS-1792407791442
28 reports for NBIS
Performance horizon
60% Hit rate @ T+1 9 of 15 directional calls Went positive at some point 12 of 15 best @ T+20▲ +56.25%Jul 17, 2026
Filters
Rows
Reports for NBIS — sortable, filterable
TypeNow
Oct 26, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$155.00awaiting T+1—$167.68 (+8.18%)
Oct 22, 2026
5d ago
6-K
BULLISH ★ 7/10
$159.17 $158.74▼ −0.27%▲ +0.25%$167.68 (+5.34%)
Oct 20, 2026
7d ago
Insider Cluster
BEARISH ★ 4/10
$171.45 $171.57▼ −0.07%▲ +0.46%$167.68 (+2.20%)
Oct 19, 2026
8d ago
Insider Cluster
BEARISH ★ 4/10
$170.24 $171.45▼ −0.71%▼ −0.38%$167.68 (+1.51%)
Oct 16, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$170.24 $171.45▼ −0.71%▼ −0.38%$167.68 (+1.51%)
Oct 7, 2026
19d ago
SC 13G/A
NEUTRAL ★ 3/10
$219.71 $221.07▲ +0.62%▲ +0.02%$167.68 (−23.68%)
Oct 5, 2026
21d ago
Insider Cluster
BEARISH ★ 5/10
$232.57 $249.87▼ −7.44%▼ −6.89%$167.68 (+27.90%)
Sep 21, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$236.12 $226.61▲ +4.03%▲ +3.31%$167.68 (+28.99%)
Sep 17, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$217.99 $223.54▲ +2.55%▲ +2.67%$167.68 (−23.08%)
Aug 26, 2026
8w ago
6-K
NEUTRAL ★ 4/10
$213.93 $218.48▲ +2.13%▲ +1.47%$167.68 (−21.62%)
Showing 10 of 28

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Report published Oct 19, 2026