CoreWeave, Inc. (CRWV): A Bull Case Theory
We came across a bullish thesis on CoreWeave, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on CRWV.
Coreweave Inc. (CRWV)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Broad Peak Investment Holdings Hyder Ahmad | 217,000 | $15,539,370 | 2.79% | |
| 2. | Stevens Capital Management Matthew Tewksbury | 18,914 | $1,354 | +169% | 0.48% |
| 3. | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.56 | 182,700 | $8,689,212.00 | 384,840 | 2025-03-03 | Filing | |
| $47.56 | 27,540 | $1,309,802.40 | 27,540 | 2025-03-03 | Filing | |
| $47.00 | 202,140 | $9,500,580.00 | 202,140 | 2024-11-14 | Filing | |
| $47.00 | 10,640 | $500,080.00 | 10,640 | 2024-11-14 | Filing | |
| $47.56 | 10,520 | $500,336.46 | 10,520 | 2025-03-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $113.87 | 728 | $82,899.03 | 0 | 2026-01-28 | Filing | |
| $112.52 | 303 | $34,093.47 | 728 | 2026-01-28 | Filing | |
| $111.36 | 949 | $105,676.56 | 1,031 | 2026-01-28 | Filing | |
| $110.53 | 1,031 | $113,957.46 | 1,980 | 2026-01-28 | Filing | |
| $109.35 | 2,304 | $251,938.02 | 3,011 | 2026-01-28 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 27,920,979 | $1,999,421,306 | 0.03% | |
| 2. | Imc-chicago, LlcCALL | 4,134,800 | $296,093,028 | 0.11% |
| 3. | 3,039,984 | $217,693,254 | 0.04% | |
| 4. | 2,627,600 | $188,162,436 | 0.07% | |
| 5. | Ubs Group AgCALL | 1,339,338 | $95,909,994 | 0.02% |
News See All
Deutsche Bank Upgrades CoreWeave (CRWV) to Buy Ahead of Q4 2025 Report
CoreWeave Inc. (NASDAQ:CRWV) is one of the new stocks on the rise.
11 Buzzing AI Stocks on Wall Street
U.S. chipmaker Nvidia helped China's DeepSeek improve artificial intelligence models that were later used by the Chinese military, said chairman of a U.S.
CoreWeave (CRWV) Jumps 10.7% on Billion-Dollar Backing
In a statement, Nvidia announced the acquisition of $2 billion common shares in CoreWeave Inc.
10 New Stocks on the Rise
On January 21, Lynn Martin, NYSE president, joined CNBC's Sara Eisen to discuss the IPO landscape for 2026.
10 AI Stocks in Focus on Wall Street
According to Bridgewater Associates' co-chief investment officers, AI spending by large corporations is set to accelerate and reshape the global economy.
Jim Cramer Put These 9 Stocks Under the Microscope
We knew the airlines would have to cancel a lot of flights thanks to the blizzard on Friday. They did.
Jim Cramer Discusses President Trump & CoreWeave (CRWV)
CoreWeave Inc. (NASDAQ:CRWV), along with Oracle, is a key player in the AI infrastructure space.