CRWV CoreWeave, Inc.
Price Chart
Executive Summary
A large insider selling cluster at CoreWeave (CRWV) saw 7 insiders, including CEO Michael Intrator and Director Jack Cogen, sell a combined $18.15M in open-market transactions over a 7-day window ending May 29, 2026. While the total value represents only ~0.027% of the $68.1B market cap, the breadth of participation across the C-suite and board, combined with the company's recent IPO and lockup expiry concerns, warrants attention.
Key Financial Metrics
Actionable Insight
The breadth of insider selling (CEO, CFO, COO, CSO, GC, and two directors) is notable, but the dollar amounts are trivial relative to the $68B market cap. Monitor for any lockup expiry or 10b5-1 plan disclosures that could explain the pattern. The adjacent $36M sale by Director Cogen on May 28 adds to the overhang. Given the low historical win rate for bearish calls on this ticker, avoid aggressive short positioning — the selling may be liquidity-driven post-IPO rather than informational.
Key Facts
- 7 insiders sold a total of $18.15M in open-market transactions from May 22-29, 2026.
- CEO Michael Intrator sold $7.18M (67.9K shares at ~$105.70) on May 26.
- Director Jack Cogen sold $9.61M (90.4K shares at ~$106.30) on May 29, plus $36.06M on May 28 (outside the cluster window but adjacent).
- CFO Nitin Agrawal, COO Sachin Jain, CSO Brian Venturo, GC Kristen McVeety, and Director Karen Boone also sold smaller amounts.
- Total insider sales represent ~0.027% of CRWV's $68.1B market cap — below the 0.1% materiality threshold.
- The cluster includes the CEO and multiple C-suite executives, which amplifies the signal per academic literature on insider cluster sales.
- The company has had 8 insider sells totaling $57.4M in the prior 30 days, indicating sustained selling pressure.
- Historical calibration data shows that score-5/6/7 reports on this ticker have low win rates (31-32% observed P at T+20), suggesting the market often absorbs insider selling without significant downside.
Financial Impact
$18.15M in open-market insider sales over 7 days, representing 0.027% of market cap
Risk Factors
- Insider selling could accelerate if lockup agreements expire, creating additional supply overhang.
- The CEO's $7.18M sale is the largest single insider transaction and may signal reduced conviction at the top.
- The cluster occurs without any disclosed 10b5-1 plan, increasing the likelihood of discretionary selling.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CRWV-1780445245320 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
today
|
Insider Cluster
| $101.15 awaiting T+1 | awaiting T+1 | — | $100.55 (−0.59%) |
|
Jun 11, 2026
1d ago
|
Insider Cluster
| $96.17 awaiting T+1 | awaiting T+1 | — | $100.55 (+4.56%) |
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $96.30 awaiting T+1 | awaiting T+1 | — | $100.55 (+4.41%) |
|
Jun 11, 2026
1d ago
|
8-K
| $96.20 awaiting T+1 | awaiting T+1 | — | $100.55 (+4.52%) |
|
Jun 5, 2026
7d ago
|
Insider Cluster
| $98.81 awaiting T+1 | awaiting T+1 | — | $100.55 (+1.76%) |
|
Jun 5, 2026
7d ago
|
Insider Cluster
| $98.81 awaiting T+1 | awaiting T+1 | — | $100.55 (−1.76%) |
|
Jun 5, 2026
7d ago
|
S-3ASR
| $98.91 awaiting T+1 | awaiting T+1 | — | $100.55 (+1.66%) |
|
Jun 5, 2026
8d ago
|
Insider Cluster
| $104.64 awaiting T+1 | awaiting T+1 | — | $100.55 (−3.90%) |
|
Jun 4, 2026
9d ago
|
Insider Cluster
| $108.03 $100.39 | ▲ +7.07% | ▲ +4.47% | $100.55 (+6.92%) |
|
Jun 3, 2026
9d ago
|
Insider Cluster
| $108.03 $100.39 | ▼ −7.07% | ▼ −4.50% | $100.55 (−6.92%) |
US Market Status
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