Stocklore

CoreWeave, Inc. (CRWV)

Software · US stock

What changed in recent filings

  • Institutions — 3 new · 3 added · 2 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

CoreWeave, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 11, 2026
    Revenue +112.5% YoY · EPS $-1.14
    Released after the close: Aug 11 close → Aug 12 close, the stock moved +19.3% · over the same window, market +0.3% · sector -0.7%
  • 26Q1Released May 7, 2026
    Revenue +111.6% YoY · EPS $-1.40
    Released after the close: May 7 close → May 8 close, the stock moved -11.4% · over the same window, market +0.8% · sector -0.5%
  • 25Q4Released Feb 26, 2026
    Revenue +110.4% YoY · EPS $-0.94
    Released after the close: Feb 26 close → Feb 27 close, the stock moved -18.5% · over the same window, market -0.5% · sector -2.4%
  • 25Q3Released Nov 10, 2025
    Revenue +133.7% YoY · EPS $-0.22
    Released after the close: Nov 10 close → Nov 11 close, the stock moved -16.3% · over the same window, market +0.2% · sector +0.3%

The next earnings release is estimated around Nov 9, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding CoreWeave, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2025 Q1 · 62025 Q2 · 62025 Q3 · 72025 Q4 · 42026 Q1 · 72026 Q2 · 8
25 Q125 Q326 Q2

2025 Q1: 6 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold CoreWeave, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • ARK Invest1.72% of portfolio · since 2025 Q1
  • Capital World Investorsunder 0.01% of portfolio · since 2025 Q4
  • National Pension Service (Korea)0.03% of portfolio · since 2025 Q4
  • Soros Fund Management0.37% of portfolio · since 2026 Q1
  • Point72 Asset Managementunder 0.01% of portfolio · since 2026 Q1
  • BlackstoneNew this quarter0.17% of portfolio · since 2026 Q2
  • Baillie Gifford & CoNew this quarterunder 0.01% of portfolio · since 2026 Q2
  • Appaloosa ManagementNew this quarter1.39% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

CoreWeave Inc. Class A Common Stock represents ownership in CoreWeave, a cloud infrastructure technology company focused on delivering computing resources for artificial intelligence workloads. The company provides GPU-accelerated and CPU-based infrastructure, storage, networking, and managed software services through its CoreWeave Cloud platform. Its offerings are designed to support AI model training and inference, as well as adjacent workloads such as machine learning, visual effects rendering, pixel streaming, and batch processing. CoreWeave also serves organizations that need specialized high-performance computing, including enterprises and AI developers building and operating demanding applications. Headquartered in Livingston, New Jersey, and founded in 2017, CoreWeave plays a growing role in the market for purpose-built AI cloud infrastructure and related developer tools.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

CoreWeave, Inc. is classified under the Software sector. See peers below.

CoreWeave, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

-35.0%
5.22x
as of Mar 31, 2026

Tap a metric name to see its meaning in the glossary.

CoreWeave, Inc. vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
115.3%vs benchmark 21.1%↑ above
Operating margin
-1.9%vs benchmark 4.9%↓ below
Net margin
-25.4%vs benchmark 10.4%↓ below
ROE
-35.0%vs benchmark 4.8%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

CRWV segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Dec '24Jun '25Dec '25Jun '26
United States 93%Non-U.S. 7%

ETFs holding CoreWeave, Inc.

Per SEC N-PORT · 2026-07-31 · by weight · factual

ARKKARK Innovation ETF
2.38%
QQQInvesco QQQ Trust, Series 1
0.19%
VUGVANGUARD GROWTH INDEX FUND
0.12%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.05%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.04%

CRWV on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Software average
See full CRWV analysis →

Peers · Software

CRWV FAQ

What is CoreWeave, Inc. (CRWV)?

CoreWeave Inc. Class A Common Stock represents ownership in CoreWeave, a cloud infrastructure technology company focused on delivering computing resources for artificial intelligence workloads. The company provides GPU-accelerated and CPU-based infrastructure, storage, networking, and managed software services through its CoreWeave Cloud platform. Its offerings are designed to support AI model training and inference, as well as adjacent workloads such as machine learning, visual effects rendering, pixel streaming, and batch processing. CoreWeave also serves organizations that need specialized high-performance computing, including enterprises and AI developers building and operating demanding applications. Headquartered in Livingston, New Jersey, and founded in 2017, CoreWeave plays a growing role in the market for purpose-built AI cloud infrastructure and related developer tools.

What sector is CoreWeave, Inc. in?

CoreWeave, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are CoreWeave, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 115.3%, Operating margin -1.9%, Net margin -25.4%, ROE -35.0%, Debt-to-equity 5.22x. Definitions and interpretation are available on Stocklore.

Where can I analyze CoreWeave, Inc. (CRWV) stock?

On Stocklore you can see CRWV's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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