NBIS Nebius Group N.V.
Price Chart
Executive Summary
Three insiders at Nebius Group sold a total of $103.6M in stock over a 7-day window, led by Chief Infrastructure Officer Andrey Korolenko's $101.6M open-market sale following derivative exercises. The total sales represent ~0.2% of the $50.7B market cap, which is modest in relative terms, but the involvement of a C-suite officer in a multi-hundred-million-dollar sale is notable. The cluster is amplified by cross-filing context (earnings, offering, and press activity), though the historical calibration on this ticker shows past bearish calls have underperformed, suggesting caution in over-interpreting the signal.
Key Financial Metrics
Actionable Insight
The Korolenko sale is large in absolute terms but modest relative to market cap. The cross-filing amplifiers (earnings, offering, press) suggest this cluster may carry more weight than standalone. However, the model's poor historical track record on NBIS bearish calls (20% win rate, -21% avg T+20) argues against aggressive short positioning. Monitor for additional insider sales or a material adverse event in the next 10-Q.
Key Facts
- Chief Infrastructure Officer Korolenko sold 1M shares for $101.6M after exercising derivatives at $0 cost basis
- Chief Revenue Officer Boroditsky sold 4,500 shares for $979K on May 15
- Director Bunina sold 5,000 shares for $1.02M on May 13
- Total cluster value: $103.6M, representing ~0.2% of $50.7B market cap
- All sales were open-market transactions; no 10b5-1 pattern identified
- Past bearish calls on NBIS have averaged -21% at T+20, but the model's win rate is only 20%
Financial Impact
Insider sales of $103.6M, ~0.2% of market cap; C-suite officer sold $101.6M
Risk Factors
- Insider sales may be liquidity-driven after derivative exercises, not a bearish signal
- Historical calibration shows bearish calls on NBIS have been wrong 80% of the time at T+20
- 0.2% of market cap is below the 0.5% threshold for 'significant' insider selling
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-NBIS-1779208466653 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 5, 2026
7d ago
|
Insider Cluster
| $232.50 awaiting T+1 | awaiting T+1 | — | $232.36 (−0.06%) |
|
Jun 3, 2026
9d ago
|
Insider Cluster
| $251.68 $259.67 | ▲ +3.17% | ▲ +2.78% | $232.36 (−7.68%) |
|
May 22, 2026
21d ago
|
Insider Cluster
| $214.77 $208.06 | ▲ +3.12% | ▲ +3.71% | $232.36 (−8.19%) |
|
May 19, 2026
24d ago
|
Insider Cluster
| $197.73 $191.82 | ▲ +2.99% | ▲ +4.03% | $232.36 (−17.51%) |
|
May 15, 2026
28d ago
|
Insider Cluster
| $199.86 $197.73 | ▼ −1.07% | ▼ −0.42% | $232.36 (+16.26%) |
|
May 13, 2026
4w ago
|
6-K
| $207.27 $221.15 | ▲ +6.70% | ▲ +5.92% | $232.36 (+12.10%) |
|
Apr 14, 2026
8w ago
|
Insider Cluster
| $161.94 $166.77 | ▼ −2.98% | ▼ −2.21% | $232.36 (−43.49%) |
|
Apr 6, 2026
9w ago
|
Insider Cluster
| $112.54 $117.40 | ▼ −4.32% | ▼ −4.26% | $232.36 (−106.47%) |
|
Mar 31, 2026
10w ago
|
Insider Cluster
| $103.76 $101.95 | ▲ +1.74% | ▲ +2.49% | $232.36 (−123.94%) |
|
Mar 31, 2026
10w ago
|
Insider Cluster
| $103.76 $101.95 | ▲ +1.74% | ▲ +2.49% | $232.36 (−123.94%) |
US Market Status
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