Trivest Advisors Ltd purchased a new position in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 139,000 shares of the company’s stock, valued at approximately $19,022,000. CoreWeave comprises approximately 0.6% of Trivest Advisors Ltd’s portfolio, making the stock its 20th largest position.
Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in CoreWeave by 109.7% in the third quarter. Vanguard Group Inc. now owns 7,433,501 shares of the company’s stock worth $1,017,275,000 after purchasing an additional 3,888,164 shares in the last quarter. Voya Investment Management LLC acquired a new stake in shares of CoreWeave in the third quarter valued at $110,562,000. Munro Partners raised its holdings in shares of CoreWeave by 5,272.4% in the third quarter. Munro Partners now owns 616,485 shares of the company’s stock valued at $84,366,000 after buying an additional 605,010 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of CoreWeave by 142.6% in the second quarter. Geode Capital Management LLC now owns 716,178 shares of the company’s stock valued at $116,809,000 after buying an additional 420,915 shares during the last quarter. Finally, Lmdagg L.L.C. acquired a new position in CoreWeave during the 2nd quarter worth about $48,030,000.
Insider Transactions at CoreWeave
In other CoreWeave news, CEO Michael N. Intrator sold 111,427 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $72.39, for a total transaction of $8,066,200.53. Following the transaction, the chief executive officer owned 5,922,620 shares in the company, valued at approximately $428,738,461.80. This trade represents a 1.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Brian M. Venturo sold 281,250 shares of the business’s stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $74.44, for a total value of $20,936,250.00. The disclosure for this sale is available in the SEC filing. Insiders have sold 4,824,391 shares of company stock worth $407,486,932 in the last three months.
CoreWeave Trading Down 8.1%
Wall Street Analysts Forecast Growth
Several research firms have weighed in on CRWV. DA Davidson upgraded shares of CoreWeave from a “neutral” rating to a “buy” rating and raised their price objective for the company from $68.00 to $110.00 in a research report on Monday, January 26th. Evercore decreased their price target on shares of CoreWeave from $175.00 to $160.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 11th. Loop Capital lowered their price target on shares of CoreWeave from $165.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, November 12th. Jefferies Financial Group reduced their price objective on CoreWeave from $155.00 to $120.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Finally, Macquarie Infrastructure reissued a “neutral” rating and issued a $115.00 target price on shares of CoreWeave in a research note on Tuesday, January 27th. Seventeen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $125.45.
Check Out Our Latest Analysis on CoreWeave
More CoreWeave News
Here are the key news stories impacting CoreWeave this week:
- Positive Sentiment: NVIDIA kept CoreWeave in its Q4 2025 13F holdings, signaling continued confidence from a key AI‑infrastructure player; that institutional backing is a tailwind for CRWV. Read More.
- Positive Sentiment: Analyst/retail pieces highlight CoreWeave’s strong revenue growth and market positioning for AI compute, supporting longer‑term upside narratives even amid near‑term volatility. Read More.
- Neutral Sentiment: Short‑interest reports in the feed show zero or negligible values (likely reporting artifacts), so there’s no clear short squeeze/covering dynamic apparent from the data.
- Neutral Sentiment: Market commentary notes investors are cautious ahead of CoreWeave’s upcoming earnings, which can amplify moves in either direction depending on results and guidance. Read More.
- Negative Sentiment: Multiple law firms have filed or issued notices about securities‑fraud class actions alleging that CoreWeave misled the market about its ability to scale and meet guidance; a wave of filings and reminder notices increases legal risk and potential costs. Read More. and Read More.
- Negative Sentiment: Report that Blue Owl Capital is struggling to secure debt financing for a $4B JV data‑center project spooked investors because that JV is material to CoreWeave’s capacity expansion and revenue outlook. Financing uncertainty raises execution and timing risk. Read More.
- Negative Sentiment: Insider selling: a senior insider disclosed large share sales in mid‑February (multiple filings), which can be interpreted as reduced insider exposure and contributes to downward pressure. Read More.
- Negative Sentiment: Articles highlighting CoreWeave’s high leverage (reported ~ $29B debt) versus backlog raise solvency and cash‑flow concerns; heavy debt amplifies downside if growth or financing slows. Read More.
About CoreWeave
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.
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