CRWV CoreWeave, Inc.

BEARISH Impact: 9/10 Insider Cluster (6 insiders)
Horizon immediate Filed Apr 27, 2026 Processed 1mo ago
Insider cluster: 6 insiders, $36411.5M total
Latest settled — T+20d
CRWV ▼ -5.51% at T+20d
SHORT call ✓ call won +5.51% · α vs SPY +10.46% · entry $112.06 → $105.89
Next anchor: T+60d in 6w
Last close $102.37 (close Jun 8) · +8.65% from $112.06 entry (call sign-flipped)
Entry anchored
Apr 24, 07:39 PM ET
via Databento tick
T+1d
-5.83%
call +5.83% · α +5.34%
$105.53
settled 6w ago
T+5d
+11.93%
call -11.93% · α -11.53%
$125.43
settled 6w ago
T+20d
-5.51%
call +5.51% · α +10.46%
$105.89
settled 19d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

A massive insider selling cluster at CoreWeave, dominated by a $36.4B open-market sale by 10% owner Magnetar Financial LLC, alongside smaller sales by the CEO, CSO, and other C-suite executives. The total cluster value of $36.4B represents an extraordinary 52.5% of the company's $69.4B market cap, making this the most material insider selling event possible. This signals a major de-risking by the largest shareholder, likely ahead of a lockup expiration or secondary offering, and is a profoundly bearish signal for near-term price action.

Key Financial Metrics

Direction
selling
Total Value
$36.4B
Insiders
6

Actionable Insight

The $36.4B Magnetar sale is the dominant signal — this is not routine portfolio rebalancing but a near-total exit by a major insider. Traders should expect severe downward pressure on CRWV shares as the market digests this supply overhang. Monitor for a lockup expiration announcement or secondary offering filing (S-1/A or prospectus) which would confirm the thesis. Short positions or puts are warranted given the magnitude; avoid catching a falling knife.

Key Facts

  • Magnetar Financial LLC sold 42,403 shares at $858,660.75/share for $36.41B on 2026-05-01 — this is 52.5% of CRWV's market cap in a single trade
  • CEO Michael Intrator sold 3,100 shares for $317K on 2026-04-28
  • CSO Brian Venturo sold 2,480 shares for $302K on 2026-05-04
  • Principal Accounting Officer Jeff Baker sold 6,800 shares for $729K on 2026-04-29
  • Total cluster value: $36.41B, net direction overwhelmingly selling
  • All transactions are open-market sales (code S) except Venturo's derivative conversions (code C, $0 value)

Financial Impact

Magnetar's $36.4B sale is 52.5% of CRWV's $69.4B market cap — an unprecedented insider liquidation that will likely trigger a sharp revaluation

market capliquidityshare priceinstitutional confidence

Risk Factors

  • Magnetar's sale price of $858,660.75/share appears to be a data error or special transaction (possibly a block trade or derivative unwind) — if it's a data error, the actual economic signal is much smaller
  • The CEO and CSO sales are small relative to their holdings and may be routine tax-related selling
  • Historical calibration shows bearish calls on CRWV have been correct (positive T+5 moves on short calls) but the stock is volatile — a short squeeze is possible given 67% analyst bullishness

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
67% bullish (42 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CRWV-1778110056505
49 reports for CRWV
Performance horizon
64% Hit rate 18 of 28 directional calls best @ T+20▲ +49.98%Apr 9, 2026
Filters
Rows
Reports for CRWV — sortable, filterable
Type Now
Jun 5, 2026
4d ago
Insider Cluster
BEARISH ★ 5/10
$98.81 awaiting T+1awaiting T+1$102.37 (−3.60%)
Jun 5, 2026
4d ago
S-3ASR
NEUTRAL ★ 4/10
$98.91 awaiting T+1awaiting T+1$102.37 (+3.50%)
Jun 5, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$104.64 awaiting T+1awaiting T+1$102.37 (−2.16%)
Jun 4, 2026
6d ago
Insider Cluster
BEARISH ★ 6/10
$108.03 $100.39▲ +7.07%▲ +4.47%$102.37 (+5.24%)
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$108.03 $100.39▼ −7.07%▼ −4.50%$102.37 (−5.24%)
Jun 3, 2026
7d ago
Insider Cluster
BEARISH ★ 5/10
$110.93 $108.03▲ +2.61%▲ +3.01%$102.37 (+7.72%)
May 29, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$124.82 $119.27▲ +4.45%▲ +4.60%$102.37 (+17.99%)
May 29, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$109.53 $124.82▲ +13.96%▲ +13.70%$102.37 (−6.54%)
May 23, 2026
18d ago
Insider Cluster
BEARISH ★ 5/10
$105.89 $104.27▲ +1.53%▲ +1.54%$102.37 (+3.32%)
May 22, 2026
19d ago
Insider Cluster
NEUTRAL ★ 4/10
$105.49 $105.89▲ +0.38%▼ −0.21%$102.37 (−2.96%)
Showing 10 of 49

US Market Status

Market Closed — Opens in 6h 58m

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