13FPulse
CR

CRWV COREWEAVE INC-CL A

2026Q2 · CUSIP 21873S108 · Neocloud · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
937
Institutions that reported holding it to the SEC
Net increase in holders
+165
Last quarter 772 → now 937
How unusual is that
Top 1% in the market
Stronger buying than 99.1% of US stocks
What the filings say, in one paragraph

937 funds held CRWV at the end of 2026Q2, up 165 from the quarter before. That is stronger buying than 99.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $7.6B(YoY +115.3%), return on equity is -38.4%. CRWV has had 5 buying rushes in its history, and the price moved +16.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Neocloud.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q2: holders=406 2025Q3: holders=648 2025Q4: holders=722 2026Q1: holders=772 2026Q2: holders=937 -301 -150.5 +0 +150.5 +301 365675984 25Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 5%
2025Q4 Top 10% +4.3%
2025Q3 Top 1% in the market +29.0% +34.4%
2025Q2 Top 1% in the market -20.1% -1.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
281
Change in large funds
+59
Total value they hold
$40.8B
Funds buying for the first time
285
Funds that sold out entirely
120
Price change that quarter
-18.2%
Funds holding puts (bearish)
69
Funds holding calls (bullish)
76

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-3.26
EPS YoY
Revenue (TTM)
$7.6B
Revenue YoY
+115.3%
Net margin
-25.4%
ROE
-38.4%
Debt ratio
93.5%
FCF (TTM)
-$13.7B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2025-06-30: EPS -0.60 2025-09-30: EPS -0.22 2025-12-31: EPS -0.50 2026-03-31: EPS -1.40 2026-06-30: EPS -1.14 0B 1.3B 2.6B $B -1.54 -0.77 0.00 20242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.