Wellington Management Group LLP Raises Stake in CoreWeave Inc. $CRWV

12 Sep 2026, 05:30 by Amy Steele · The Cerbat Gem

Wellington Management Group LLP increased its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 67.1% during the 2nd quarter, HoldingsChannel reports. The fund owned 17,183 shares of the company’s stock after buying an additional 6,902 shares during the period. Wellington Management Group LLP’s holdings in CoreWeave were worth $1,710,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Cullen Frost Bankers Inc. increased its stake in shares of CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after purchasing an additional 121 shares in the last quarter. Greenline Wealth Management LLC bought a new stake in shares of CoreWeave in the 4th quarter worth approximately $28,000. Essential Partners LLC bought a new stake in shares of CoreWeave in the 2nd quarter worth approximately $30,000. Peterson Wealth Services grew its stake in shares of CoreWeave by 153.1% in the 1st quarter. Peterson Wealth Services now owns 405 shares of the company’s stock worth $31,000 after buying an additional 245 shares during the last quarter. Finally, Cassaday & Co Wealth Management LLC purchased a new stake in shares of CoreWeave in the 1st quarter worth approximately $31,000.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on CRWV shares. Needham & Company LLC reiterated a “hold” rating on shares of CoreWeave in a research note on Thursday, August 13th. The Goldman Sachs Group increased their target price on CoreWeave from $121.00 to $139.00 and gave the stock a “neutral” rating in a research note on Friday, August 21st. DA Davidson restated a “neutral” rating and set a $100.00 price target (down from $175.00) on shares of CoreWeave in a report on Monday, May 18th. Barclays lifted their price target on CoreWeave from $90.00 to $105.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 13th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $153.00 price target (up from $151.00) on shares of CoreWeave in a research note on Wednesday, August 12th. Twenty-one investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $141.90.

Check Out Our Latest Stock Analysis on CoreWeave

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: CoreWeave’s backlog continues to expand, strengthening the long-term revenue outlook and attracting additional investor support. The company is benefiting from sustained demand for GPU cloud capacity as hyperscalers and AI developers increase spending. CoreWeave’s backlog keeps growing
Positive Sentiment: CoreWeave launched Physical AI Field Engineering, using expertise acquired from Monolith AI to help industrial customers build, validate and deploy AI across research, engineering and field operations. The initiative could diversify revenue beyond basic GPU infrastructure and increase customer value. CoreWeave Launches Physical AI Field Engineering
Positive Sentiment: Oracle’s reported $664 billion cloud backlog and strong AI spending outlook helped lift sentiment across the AI cloud sector, including CoreWeave and other GPU infrastructure providers. Oracle AI cloud backlog lifts CoreWeave
Positive Sentiment: Leopold Aschenbrenner’s Situational Awareness reportedly purchased options linked to CRWV, potentially signaling bullish interest and adding speculative support to the shares. Situational Awareness active in options market
Neutral Sentiment: Michael Burry reportedly reduced bearish positions tied to CoreWeave and NVIDIA, removing a prominent source of negative sentiment, although the transaction does not change CoreWeave’s fundamentals. Michael Burry reduces bearish bets
Negative Sentiment: Several insiders, including CEO Michael Intrator, EVP Chen Goldberg and Kristen McVeety, sold substantial amounts of stock under pre-arranged Rule 10b5-1 plans. The planned nature reduces the signal’s significance, but the combined selling can weigh on investor sentiment. CoreWeave insider stock sales
Negative Sentiment: CoreWeave remains financially risky: it is unprofitable, carries a debt-to-equity ratio of 5.53 and has a current ratio of 0.46. Rising interest rates or slower customer spending could make its capital-intensive GPU expansion harder to fund. Risks facing neocloud companies

Insiders Place Their Bets

In related news, CEO Michael N. Intrator sold 278,560 shares of the stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $97.43, for a total transaction of $27,140,100.80. Following the sale, the chief executive officer directly owned 3,138,612 shares of the company’s stock, valued at $305,794,967.16. This trade represents a 8.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, major shareholder Magnetar Financial Llc sold 307,131 shares of CoreWeave stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $108.75, for a total value of $33,400,496.25. Following the completion of the sale, the insider owned 220,810 shares of the company’s stock, valued at $24,013,087.50. The trade was a 58.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 7,339,268 shares of company stock worth $678,455,019. Corporate insiders own 24.20% of the company’s stock.

CoreWeave Price Performance

Shares of NASDAQ CRWV opened at $88.99 on Friday. The firm has a market cap of $40.83 billion, a P/E ratio of -24.38 and a beta of 7.45. CoreWeave Inc. has a twelve month low of $60.55 and a twelve month high of $153.20. The company has a quick ratio of 0.46, a current ratio of 0.46 and a debt-to-equity ratio of 5.53. The company has a 50 day moving average of $85.69 and a 200 day moving average of $94.35.

CoreWeave (NASDAQ:CRWV – Get Free Report) last issued its earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating the consensus estimate of ($1.52) by $0.38. The business had revenue of $2.58 billion for the quarter. CoreWeave had a negative return on equity of 47.95% and a negative net margin of 25.41%.The business’s revenue for the quarter was up 112.5% on a year-over-year basis. During the same quarter in the prior year, the business posted ($0.27) earnings per share. As a group, research analysts expect that CoreWeave Inc. will post -5.19 EPS for the current fiscal year.

CoreWeave Profile

(Free Report)

CoreWeave, Inc is a specialized cloud computing provider focused on infrastructure for artificial intelligence, machine learning, high-performance computing and other data-intensive workloads. The company provides access to accelerated computing resources, particularly graphics processing units (GPUs), through a cloud platform designed for large-scale training, inference, rendering and scientific computing.