CoreWeave jumps as Nasdaq-100 inclusion drives index-buying expectations

CoreWeave, Inc. (CRWV) is up 6.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is the company’s newly announced addition to the Nasdaq-100, which can create near-term demand from index and benchmark-tracking funds ahead of the effective date. Momentum-oriented traders also often position for potential passive inflows around major index changes.

Details:

The company said it has been selected for inclusion in the Nasdaq-100, with the change expected to take effect prior to market open on June 22, 2026.

Nasdaq also published its June 2026 quarterly rebalance results showing CoreWeave among the names being added, which can prompt repositioning by funds that track the index.

This could be because investors anticipate incremental buying as ETFs and other passive strategies adjust holdings to match the updated index composition.

Recent large commercial commitments (including a disclosed multi-billion-dollar AI cloud agreement) have kept attention on CoreWeave’s growth narrative, potentially amplifying the reaction to the index headline.

Sources:

Nasdaq, Business Wire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CRWV Insider Trading Activity

$CRWV insiders have traded $CRWV stock on the open market 1921 times in the past 6 months. Of those trades, 0 have been purchases and 1921 have been sales.

Here’s a breakdown of recent trading of $CRWV stock by insiders over the last 6 months:

FINANCIAL LLC MAGNETAR has made 0 purchases and 398 sales selling 12,760,649 shares for an estimated $1,551,402,910.
BRIAN M VENTURO (Chief Strategy Officer) has made 0 purchases and 304 sales selling 9,039,821 shares for an estimated $877,355,618.
MICHAEL N INTRATOR (CEO and President) has made 0 purchases and 279 sales selling 4,166,720 shares for an estimated $422,906,537.
BRANNIN MCBEE (Chief Development Officer) has made 0 purchases and 831 sales selling 4,034,010 shares for an estimated $363,061,910.
JACK D COGEN has made 0 purchases and 29 sales selling 2,000,000 shares for an estimated $214,019,236.
NITIN AGRAWAL (Chief Financial Officer) has made 0 purchases and 26 sales selling 226,724 shares for an estimated $19,055,550.
CHEN GOLDBERG (EVP, Product & Engineering) has made 0 purchases and 18 sales selling 84,977 shares for an estimated $8,409,613.
JEFF BAKER (Principal Accounting Officer) has made 0 purchases and 9 sales selling 62,628 shares for an estimated $6,790,670.
SACHIN JAIN (Chief Operating Officer) has made 0 purchases and 7 sales selling 26,314 shares for an estimated $2,799,311.
KAREN BOONE has made 0 purchases and 4 sales selling 11,580 shares for an estimated $1,245,045.
KRISTEN J MCVEETY (GC and Secretary) has made 0 purchases and 16 sales selling 10,438 shares for an estimated $1,026,097.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$CRWV Hedge Fund Activity

We have seen 505 institutional investors add shares of $CRWV stock to their portfolio, and 411 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NVIDIA CORP added 22,935,780 shares (+94.5%) to their portfolio in Q1 2026, for an estimated $1,776,834,876
VANGUARD GROUP INC added 20,487,478 shares (+275.6%) to their portfolio in Q4 2025, for an estimated $1,467,108,299
PROFICIO CAPITAL PARTNERS LLC removed 17,851,760 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,278,364,533
GOLDMAN SACHS GROUP INC added 8,795,691 shares (+96.8%) to their portfolio in Q1 2026, for an estimated $681,402,181
ASPEX MANAGEMENT (HK) LTD added 7,097,527 shares (+inf%) to their portfolio in Q1 2026, for an estimated $549,845,416
COATUE MANAGEMENT LLC removed 6,724,615 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $481,549,680
FMR LLC removed 4,678,312 shares (-59.0%) from their portfolio in Q1 2026, for an estimated $362,428,830

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CRWV Analyst Ratings

Wall Street analysts have issued reports on $CRWV in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BNP Paribas issued a "Outperform" rating on 06/02/2026

To track analyst ratings and price targets for $CRWV, check out Quiver Quantitative's $CRWV forecast page.

$CRWV Price Targets

Multiple analysts have issued price targets for $CRWV recently. We have seen 21 analysts offer price targets for $CRWV in the last 6 months, with a median target of $140.0.

Here are some recent targets:

Brett Knoblauch from Cantor Fitzgerald set a target price of $167.0 on 06/11/2026
Stefan Slowinski from BNP Paribas set a target price of $192.0 on 06/02/2026
Gil Luria from DA Davidson set a target price of $100.0 on 05/18/2026
Tyler Radke from Citigroup set a target price of $158.0 on 05/14/2026
Raimo Lenschow from Barclays set a target price of $120.0 on 05/11/2026
Gregg Moskowitz from Mizuho set a target price of $110.0 on 05/08/2026
Arvind Ramnani from Truist Securities set a target price of $131.0 on 05/08/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.