Clear Street Group Inc. Makes New $405.20 Million Investment in CoreWeave Inc. $CRWV

Clear Street Group Inc. bought a new stake in shares of CoreWeave Inc. (NASDAQ:CRWV) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought 2,960,899 shares of the company’s stock, valued at approximately $405,199,000. CoreWeave comprises approximately 1.4% of Clear Street Group Inc.’s portfolio, making the stock its 5th largest holding.

Other large investors also recently made changes to their positions in the company. Family Legacy Financial Solutions LLC boosted its position in shares of CoreWeave by 166.7% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 200 shares of the company’s stock worth $27,000 after purchasing an additional 125 shares during the last quarter. HighMark Wealth Management LLC bought a new stake in CoreWeave in the third quarter valued at about $27,000. OLD Second National Bank of Aurora acquired a new position in CoreWeave in the third quarter valued at about $27,000. Princeton Global Asset Management LLC acquired a new position in CoreWeave in the third quarter valued at about $28,000. Finally, Aspect Partners LLC bought a new position in CoreWeave during the third quarter worth about $28,000.

Wall Street Analyst Weigh In

CRWV has been the subject of several analyst reports. Needham & Company LLC restated a “hold” rating on shares of CoreWeave in a research report on Friday, February 27th. Citigroup cut their price target on shares of CoreWeave from $135.00 to $126.00 and set a “buy” rating on the stock in a research report on Wednesday, March 4th. Wells Fargo & Company reduced their price objective on shares of CoreWeave from $150.00 to $125.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Barclays lowered their target price on shares of CoreWeave from $120.00 to $90.00 and set an “equal weight” rating for the company in a research note on Monday, January 12th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of CoreWeave in a report on Monday, December 29th. Eighteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.35.

Key Stories Impacting CoreWeave

Here are the key news stories impacting CoreWeave this week:

• Positive Sentiment: New product launches (Flex Reservations and Spot) and a partnership with PhysicsX expand CoreWeave’s addressable market for industrial AI and heavy compute workloads — this supports revenue growth and customer flexibility. CoreWeave PhysicsX Deal Highlights Industrial AI And Heavy Compute Potential
• Neutral Sentiment: Short-interest data in the filings appears inconsistent/flat for March (reported as 0 shares / NaN change), which provides little signal on bearish positioning at the moment; treat these figures cautiously.
• Negative Sentiment: Widespread securities‑fraud litigation notices and lead‑plaintiff solicitations from numerous firms cite alleged misstatements about demand and operations for the March 28–Dec 15, 2025 class period — increased legal exposure, potential discovery/costs, and settlement risk can weigh on the stock. CRWV Deadline Today: CRWV Investors with Losses in Excess of $100K Have Opportunity to Lead CoreWeave, Inc. Securities Fraud Lawsuit
• Negative Sentiment: Hagens Berman highlighted CoreWeave’s Q4 results (a large reported loss and soft guidance), arguing the company concealed operational problems; that analysis reinforces investor concern about profitability and outlook. CRWV Alert: Hagens Berman Analyzes CoreWeave (CRWV) $452M Q4 Loss and Soft Guidance
• Negative Sentiment: Significant insider selling disclosed: Brannin McBee sold large blocks in early March (totaling millions of dollars), which investors often view as a bearish signal or at least a liquidity event to watch. SEC Form 4 / Insider Sale
• Negative Sentiment: Several media pieces flag “dreadful patterns” and persistent risks in the share price technicals and fundamentals — adds to negative narrative momentum for traders watching risk metrics. CoreWeave stock price forms dreadful patterns

Insider Buying and Selling at CoreWeave

In other news, insider Brian M. Venturo sold 281,250 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $79.36, for a total value of $22,320,000.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Brannin Mcbee sold 300,000 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $72.61, for a total transaction of $21,783,000.00. Following the sale, the insider directly owned 248,664 shares of the company’s stock, valued at $18,055,493.04. This represents a 54.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 4,752,555 shares of company stock valued at $399,373,015.

CoreWeave Trading Up 1.6%

NASDAQ CRWV opened at $81.11 on Friday. CoreWeave Inc. has a one year low of $33.51 and a one year high of $187.00. The company has a debt-to-equity ratio of 4.46, a current ratio of 0.46 and a quick ratio of 0.46. The firm has a market cap of $33.99 billion and a P/E ratio of -25.35. The stock’s 50-day moving average is $88.89 and its 200-day moving average is $98.25.

CoreWeave (NASDAQ:CRWV) last issued its quarterly earnings data on Thursday, February 26th. The company reported ($0.89) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.61) by ($0.28). CoreWeave had a negative net margin of 22.75% and a negative return on equity of 33.82%. The business had revenue of $1.57 billion during the quarter. CoreWeave’s revenue for the quarter was up 110.4% compared to the same quarter last year.

CoreWeave Company Profile

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.