NewEdge Advisors LLC Raises Stock Holdings in CoreWeave Inc. $CRWV

Posted by on Aug 12th, 2026

NewEdge Advisors LLC raised its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 22.2% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 59,155 shares of the company’s stock after purchasing an additional 10,731 shares during the quarter. NewEdge Advisors LLC’s holdings in CoreWeave were worth $4,583,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Sivia Capital Partners LLC acquired a new position in shares of CoreWeave in the 2nd quarter valued at approximately $39,824,000. Quantbot Technologies LP bought a new stake in shares of CoreWeave in the second quarter worth $311,000. Invesco Ltd. bought a new stake in shares of CoreWeave in the second quarter worth $882,000. First Trust Advisors LP acquired a new stake in CoreWeave in the second quarter valued at $20,260,000. Finally, Baird Financial Group Inc. acquired a new stake in CoreWeave in the second quarter valued at $455,000.

Insider Activity

In related news, CEO Michael N. Intrator sold 278,560 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $97.43, for a total transaction of $27,140,100.80. Following the sale, the chief executive officer owned 3,138,612 shares in the company, valued at $305,794,967.16. This represents a 8.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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, Director Jack D. Cogen sold 986,540 shares of CoreWeave stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $107.80, for a total value of $106,349,012.00. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 8,972,789 shares of company stock valued at $889,538,607. Company insiders own 24.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on CRWV. Cantor Fitzgerald assumed coverage on shares of CoreWeave in a report on Wednesday, July 22nd. They set an “overweight” rating for the company. Sanford C. Bernstein began coverage on shares of CoreWeave in a research note on Wednesday, July 22nd. They issued an “outperform” rating on the stock. TD Cowen raised shares of CoreWeave to a “buy” rating in a research report on Wednesday, July 22nd. Citigroup decreased their price target on CoreWeave from $158.00 to $142.00 and set a “buy” rating for the company in a research note on Wednesday, August 5th. Finally, Wells Fargo & Company boosted their price objective on CoreWeave from $135.00 to $155.00 and gave the company an “overweight” rating in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $136.82.

Read Our Latest Stock Report on CoreWeave

CoreWeave Stock Up 2.4%

CRWV stock opened at $90.32 on Wednesday. The company has a debt-to-equity ratio of 3.68, a current ratio of 0.31 and a quick ratio of 0.31. CoreWeave Inc. has a 1-year low of $60.55 and a 1-year high of $153.20. The firm has a fifty day moving average price of $90.50 and a two-hundred day moving average price of $94.73. The firm has a market cap of $40.42 billion, a price-to-earnings ratio of -29.04 and a beta of 7.44.

Trending Headlines about CoreWeave

Here are the key news stories impacting CoreWeave this week:

  • Positive Sentiment: Revenue and earnings beat expectations: CoreWeave reported a quarterly loss that was better than consensus estimates and exceeded revenue forecasts, easing concerns about the company’s ability to convert AI demand into financial results. CoreWeave Reports Q2 Loss, Beats Revenue Estimates
  • Positive Sentiment: AI demand remains robust: Management highlighted accelerating demand for computing capacity, including business with Anthropic and Meta. CoreWeave’s reported order backlog reached roughly $104 billion, supporting expectations for significant future growth. CoreWeave Reports New Revenue High of $2.6 Billion as Sales Backlog Grows
  • Positive Sentiment: Near-term revenue guidance topped expectations: Third-quarter revenue guidance of $3.5 billion to $3.6 billion was above the approximately $3.4 billion analyst consensus, reinforcing the company’s strong growth outlook.
  • Positive Sentiment: Storage access supports expansion: A deal with Solidigm provides priority access to SSDs, helping CoreWeave address storage requirements as it expands its AI cloud infrastructure. CoreWeave’s Solidigm Deal
  • Neutral Sentiment: Analyst views remain mixed: JPMorgan raised its price target to $110 but maintained a Neutral rating, while Jefferies reiterated a Buy rating and a $150 target. Shares are also consolidating near technical resistance around $92.
  • Negative Sentiment: Profitability and financing remain risks: CoreWeave continues to post substantial losses and negative margins while investing heavily in data centers. Analysts expect a meaningful profitability improvement to remain several months away, and the company’s high leverage increases execution and financing risks.
  • Negative Sentiment: Full-year outlook was less decisive: Fiscal 2026 revenue guidance of $12.4 billion to $13.2 billion brackets consensus near $12.6 billion, but its midpoint is slightly below expectations. Investors will continue watching whether capacity additions and spending can keep pace with the large backlog.

CoreWeave Profile

(Free Report)

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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Institutional Ownership by Quarter for CoreWeave (NASDAQ:CRWV)

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