Bond Capital Management LP Makes New $50.61 Million Investment in CoreWeave Inc. $CRWV

Posted by Geri Gentry on Jun 12th, 2026

Bond Capital Management LP bought a new stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 706,732 shares of the company’s stock, valued at approximately $50,609,000. CoreWeave accounts for 49.2% of Bond Capital Management LP’s investment portfolio, making the stock its biggest position.

Several other large investors have also modified their holdings of CRWV. Vanguard Group Inc. boosted its stake in CoreWeave by 275.6% during the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after buying an additional 20,487,478 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank raised its stake in shares of CoreWeave by 6,022.0% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 112,768 shares of the company’s stock valued at $8,075,000 after acquiring an additional 110,926 shares during the period. Legal & General Group Plc lifted its holdings in shares of CoreWeave by 8,455.6% in the 4th quarter. Legal & General Group Plc now owns 611,301 shares of the company’s stock worth $43,775,000 after acquiring an additional 604,156 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of CoreWeave by 67.2% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 66,947 shares of the company’s stock worth $4,794,000 after acquiring an additional 26,907 shares during the last quarter. Finally, Hidden Lake Asset Management LP purchased a new position in shares of CoreWeave during the 3rd quarter worth approximately $14,814,000.

CoreWeave Price Performance

CoreWeave stock opened at $95.74 on Friday. The company has a quick ratio of 0.31, a current ratio of 0.31 and a debt-to-equity ratio of 3.68. CoreWeave Inc. has a 52-week low of $63.80 and a 52-week high of $187.00. The firm has a market cap of $42.85 billion, a PE ratio of -30.78 and a beta of 7.14. The company’s 50 day moving average is $107.41 and its two-hundred day moving average is $92.35.

CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The company reported ($1.40) EPS for the quarter, missing the consensus estimate of ($1.17) by ($0.23). The business had revenue of $2.08 billion during the quarter. CoreWeave had a negative return on equity of 43.07% and a negative net margin of 25.57%.The firm’s quarterly revenue was up 111.6% on a year-over-year basis. During the same period last year, the business posted ($0.60) EPS. On average, research analysts expect that CoreWeave Inc. will post -4.57 EPS for the current fiscal year.

Insider Buying and Selling

In other CoreWeave news, major shareholder Magnetar Financial Llc sold 1,404,667 shares of the company’s stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $118.30, for a total transaction of $166,172,106.10. Following the sale, the insider owned 282,570 shares in the company, valued at $33,428,031. This represents a 83.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Brian M. Venturo sold 1,125,000 shares of the stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $80.86, for a total value of $90,967,500.00. Following the completion of the sale, the insider directly owned 285,327 shares in the company, valued at $23,071,541.22. This represents a 79.77% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 27,718,709 shares of company stock valued at $3,125,729,615 in the last three months.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. Weiss Ratings reiterated a “sell (e+)” rating on shares of CoreWeave in a report on Monday, May 4th. Evercore restated an “outperform” rating and set a $150.00 price target on shares of CoreWeave in a research report on Wednesday, April 15th. JPMorgan Chase & Co. lifted their price objective on CoreWeave from $90.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Bank of America upgraded CoreWeave from a “neutral” rating to a “buy” rating and set a $100.00 price objective on the stock in a report on Tuesday, March 24th. Finally, Roth Mkm restated a “buy” rating and set a $150.00 target price on shares of CoreWeave in a report on Friday, May 8th. Twenty analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, CoreWeave has an average rating of “Moderate Buy” and an average price target of $131.52.

View Our Latest Stock Analysis on CoreWeave

More CoreWeave News

Here are the key news stories impacting CoreWeave this week:

Positive Sentiment: CoreWeave says enterprise AI adoption is helping drive strong demand, with record bookings, a nearly $100 billion backlog, and an expanding cloud platform for production AI workloads. Will Enterprise AI Adoption Boost CoreWeave’s Business?
Positive Sentiment: Management priced a $3.25 billion senior notes deal, including $1.25 billion of 9.625% notes and €2 billion of 8.500% notes due 2032, giving CoreWeave fresh capital to keep expanding its AI infrastructure. CoreWeave Announces Pricing of $1.25 Billion of Senior Notes and €2 Billion of Senior Notes
Positive Sentiment: Reports that the company’s stock was gaining in premarket trading suggest investors are focusing on the growth story and the funding announcement rather than near-term dilution concerns. CRWV Stock Gains Premarket Amid Market Rebound: Neocloud Operator Announces 3.5B Debt Raise
Neutral Sentiment: CoreWeave’s insider Brannin McBee sold shares in prearranged 10b5-1 transactions, which is routine but still adds to recent headlines about founder and insider selling. SEC Form 4
Negative Sentiment: The new debt comes with high interest costs and extends CoreWeave’s already heavy leverage, which may worry investors about balance-sheet risk as the company keeps funding rapid AI expansion.
Negative Sentiment: Recent reports of large insider and co-founder stock sales since the IPO are creating a headwind for sentiment and may be contributing to volatility in the shares.

CoreWeave Company 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.