CRWV Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for CRWV. 4 published articles.
Insider Activity
Over the past 90 days, CRWV insiders have engaged in significant selling activity, with 185 open-market sales totaling $478.7M in net insider selling and no offsetting purchases, yielding an insider sentiment score of 0/100. Notable transactions include director Jack D Cogen's sales of $36.1M and $34.8M on consecutive dates, and a $26.4M sale by 10 percent owner Magnetar Financial LLC. Despite this sustained insider selling pressure, the stock has appreciated 61.7% over the period, while institutional investors tracked in 13F filings show a pattern of accumulation.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | Cogen Jack Ddirector | Sell | 161,852 | $107.19 |
| Jun 2, 2026 | Cogen Jack Ddirector | Sell | 90,410 | $106.30 |
| Jun 2, 2026 | Cogen Jack Ddirector | Sell | 16,923 | $108.24 |
| Jun 2, 2026 | Cogen Jack Ddirector | Sell | 1,968 | $108.82 |
| May 29, 2026 | Venturo Brian Mdirector, officer: Chief Strategy Officer | Sell | 12,656 | $101.21 |
| May 29, 2026 | Venturo Brian Mdirector, officer: Chief Strategy Officer | Sell | 11,700 | $104.09 |
| May 29, 2026 | Venturo Brian Mdirector, officer: Chief Strategy Officer | Sell | 3,340 | $102.26 |
| May 29, 2026 | Cogen Jack Ddirector | Sell | 342,578 | $105.27 |
| May 29, 2026 | Cogen Jack Ddirector | Sell | 103,237 | $108.20 |
| May 29, 2026 | McVeety Kristen Jofficer: GC and Secretary | Sell | 136 | $103.81 |
| May 29, 2026 | Cogen Jack Ddirector | Sell | 15,884 | $106.53 |
| May 29, 2026 | Venturo Brian Mdirector, officer: Chief Strategy Officer | Sell | 3,360 | $103.32 |
| May 29, 2026 | Venturo Brian Mdirector, officer: Chief Strategy Officer | Sell | 3,163 | $101.21 |
| May 29, 2026 | Agrawal Nitinofficer: Chief Financial Officer | Sell | 1,240 | $102.71 |
| May 29, 2026 | Cogen Jack Ddirector | Sell | 100,000 | $103.77 |
Source: CRWV SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
Research
META's $21B CoreWeave Deal Sends CRWV Up 15% — Is the Debt Risk Worth It?
CoreWeave stock surged 15% in five days after a $21B Meta infrastructure deal announcement on April 9, 2026, highlighting Meta's AI capex surge but raising execution risks amid CRWV's debt raises and lawsuits. Meta's robust $201B FY2025 revenue and $46B FCF position it well, trading at 25x P/E.
METACan Oracle's multi-cloud and sovereign cloud strategy take AI workload share from AWS and Azure?
Oracle's 66% cloud infrastructure growth, $523B RPO backlog, and 147+ sovereign cloud regions give it a differentiated wedge against AWS and Azure in the AI workload race. At 21.7x forward P/E — the cheapest among the five cloud players examined — ORCL offers the best risk/reward, though massive capex and negative free cash flow make execution the key risk.
ORCLAMZNMSFTHow does CoreWeave's GPU-as-a-service model threaten traditional hyperscaler economics?
CoreWeave's 168% revenue growth and $66.8B backlog make it a real force in GPU-as-a-service, but its model primarily threatens Oracle's similar GPU rental strategy rather than the broader hyperscaler ecosystem. AWS, Azure, and Google Cloud are insulated by platform breadth, custom silicon (Trainium, TPUs), and software lock-in — CoreWeave's $15B debt load and GPU depreciation risk remain its biggest vulnerabilities.
AMZNMSFTGOOGLWhich data center REITs benefit most as hyperscalers race to lock up AI-ready capacity?
Data center REITs are experiencing unprecedented demand as hyperscalers and GPU cloud providers race to lock up AI-ready capacity, with CoreWeave alone planning $30-35B in 2026 capex. Digital Realty offers the best risk-reward with its 5 GW power pipeline and record backlog, while Iron Mountain is the highest-upside dark horse with 30%+ data center revenue growth at a meaningful valuation discount to peers.
DLREQIXIRM
Track CRWV with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free