Neocloud Stocks Plunge on AI Safety Fears. Here’s Why CoreWeave (CRWV) Is Hardest Hit
Shares in neocloud companies CoreWeave ($CRWV), Nebius ($NBIS), and IREN Limited ($IREN) sold off during Monday’s pre-market session. The sell-off ...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 400,000 | $14,088,000 | 0.03% | ||
| 2. | Horizon Asset Management Murray Stahl | 248,496 | $8,752,029 | +15% | 0.1% |
| 3. | 63,800 | $2,247,036 | -37% | 0% | |
| 4. | PEAK6 Capital Management Matthew Hulsizer | 53,991 | $1,901,563 | -37% | 0% |
| 5. | Dorset Management David M. Knott | 48,000 | $1,690,560 | 0.89% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.50 | 19,682,946 | $757,793,421.00 | 19,682,946 | 2025-04-02 | Filing | |
| $35.12 | 700,000 | $24,581,900.00 | 3,766,838 | 2024-09-20 | Filing | |
| $34.18 | 500,000 | $17,091,700.00 | 3,066,838 | 2024-09-20 | Filing | |
| $23.66 | 15,000 | $354,900.00 | 15,000 | 2020-03-13 | Filing | |
| $24.95 | 254,675 | $6,354,141.25 | 2,566,838 | 2018-12-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.17 | 5,000 | $185,850.00 | 24,573 | 2026-08-04 | Filing | |
| $39.54 | 29,000 | $1,146,631.00 | 212,046 | 2026-04-30 | Filing | |
| $41.08 | 26,840 | $1,102,587.20 | 241,046 | 2026-02-18 | Filing | |
| $40.05 | 24,946 | $999,087.30 | 238,510 | 2025-08-22 | Filing | |
| $40.00 | 480 | $19,200.00 | 263,456 | 2025-08-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 53,743 | $1,874,556 | 1.83% | |
| 2. | 43,600 | $1,548,236 | 0.08% | |
| 3. | 13,818 | $484,182 | 0.1% | |
| 4. | 12,475 | $435,128 | 0.31% | |
| 5. | 11,044 | $389,853 | 0.01% |