CoreWeave, Inc.
At today's price, CoreWeave, Inc. (CRWV) is priced for today's economics sustained for ~10.6 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• CoreWeave rents AI computing power: it buys Nvidia GPUs by the tens of billions, racks them in data centers, and sells access to AI labs and hyperscalers, a business growing revenue more than 100% year over year off a $99.4 billion backlog. • The defining risk is the financing model: the company carries more than $22 billion of debt, much of it high-cost, and warns that ⟦"our high level of debt and the restrictive covenants"⟧ could compromise its ability to react to competitive pressure. [Sour
Is CRWV overvalued? See what's priced in →
758 institutional managers reported holding CRWV in 13F filings for the quarter ended 2026-03-31. Together they hold about 61% of the company; the top 10 hold 40%. 157 opened new positions that quarter. Held by Vanguard Group, Goldman Sachs, BlackRock, among others. On the short side, 69.0M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (2.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at CRWV over the trailing three years: 2024: 2 buys totaling $10.00M; 2025: 3 buys totaling $10.50M. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CRWV's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-08-14 | -15.7% | +42.0% |
| 2025-11-14 | -15.0% | +30.9% |
| 2026-03-03 | -18.9% | +73.4% |
| 2026-05-09 | -17.3% | pending |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CRWV's latest 8-K filings: 2026-06-18 (items 1.01, 2.03, 9.01); 2026-06-11 (items 7.01); 2026-06-10 (items 5.07); 2026-05-18 (items 1.01, 2.03, 7.01, 9.01); 2026-05-07 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.