Lumida
/CRWV
⌘K
CoreWeave Inc

CoreWeave Inc

CRWV
$88.99USD-0.15%-0.13 today

MARKET CAP

49.1B

P/E (TTM)

FWD P/E

DAY RANGE

$89 – $92

52W RANGE

$61
$153

AI Summary

Stalk
StalkMedium

CRWV rallied off its August double bottom and gapped above key resistance into a consolidation near the 200-day SMA, granting medium-term bullish permission. However, price is extended above rising EMAs with indecision candles and neutral momentum readings. We defer execution and await a shallow pullback into the 9/20 EMA zone for cleaner acceptance, in line with a speculative approach.

  • Q2 2026 revenue $2.58B (+113% YoY) showcasing robust AI demand.
  • 25% price increases drove 5–10ppt contribution‐margin gains on new contracts.
  • Q2 net loss of $626M and EPS -$1.14 underscore unprofitability.
Full analysis →

Buying

15

institutions

Selling

5

institutions

New Positions

2

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY24.11 M2.40 B+14.73 M+230.3%0.04%
CA

Citadel Advisors LLC

Q2 2026

BUY18.74 M1.87 B+3.34 M+56.4%0.21%
VA

Value Aligned Research Advisors, LLC

Q1 2026

BUY9.78 M757.99 M+3.28 M+62.8%3.66%
AC

Altimeter Capital Management, LP

Q2 2026

BUY6.07 M604.58 M+1.57 M+73.5%6.15%
AM

Atreides Management, LP

Q2 2026

BUY2.12 M211.51 M+1.31 M+236.8%1.48%
BA

Balyasny Asset Management L.P.

Q2 2026

BUY1.86 M185.30 M+996.79 K+176.6%0.24%
MM

Millennium Management LLC

Q2 2026

BUY1.83 M181.85 M+76.96 K+34.1%0.07%
JC

Jpmorgan Chase & Co

Q2 2026

BUY1.75 M166.87 M+1.53 M+995.1%0.01%
PA

Point72 Asset Management, L.P.

Q2 2026

BUY1.26 M125.31 M+419.13 K+92.6%0.14%
AL

Appaloosa LP

Q2 2026

BUYNEW1.08 M107.33 M+1.08 M+0.0%1.39%
AC

Aqr Capital Management LLC

Q2 2026

BUY1.07 M104.56 M+1.05 M+7749.0%0.04%
SF

Soros Fund Management LLC

Q2 2026

SELL950.00 K94.56 M+-2.33 M-62.8%1.45%
CP

California Public Employees Retirement System

Q2 2026

BUY506.40 K50.41 M+240.56 K+144.8%0.03%
MG

Man Group Plc

Q2 2026

SELL343.84 K34.23 M+-20.19 K+21.4%0.06%
WP

Woodline Partners LP

Q2 2026

BUYNEW232.69 K23.16 M+232.69 K+0.0%0.07%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY135.18 K13.46 M+47.08 K+97.1%0.02%
BH

Brevan Howard Capital Management LP

Q2 2026

SELL46.40 K4.62 M+-80.38 K-53.0%0.04%
JH

Janus Henderson Group Plc

Q1 2026

BUY38.30 K2.97 M+21.38 K+144.8%0.00%
VG

Viking Global Investors LP

Q2 2026

SELL0.000.00+-1.40 M-100.0%0.00%
BA

Bridgewater Associates, LP

Q2 2026

SELL0.000.00+-364.02 K-100.0%0.00%