FFM
CRWV

Forum Financial Management’s CoreWeave CRWV Stock Holding History

Forum Financial Management’s Portfolio CRWV Stock Details CRWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Buy
+2,426
New +$262K ﹤0.01% 300
2025
Q4 		– Sell
-2,021
Closed -$277K – 1064
2025
Q3 		$277K Buy
+2,021
New +$239K ﹤0.01% 789

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Forum Financial Management's CRWV Position: Q2 2026 in Review

Forum Financial Management opened a new position in CoreWeave (CRWV) in Q2 2026: 2,426 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in CRWV as recently as Q3 2025.

Forum Financial Management first reported a position in CRWV in Q3 2025 and has held it in 2 quarters since. The position peaked at $277K in Q3 2025. 969 funds tracked by Wall St. Rank hold CRWV as of Q2 2026.

  • Forum Financial Management held 2,426 shares of CoreWeave worth $241K as of Q2 2026.
  • CoreWeave was a new Forum Financial Management position in Q2 2026.
  • CoreWeave made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #300 holding.
  • Forum Financial Management first reported a position in CoreWeave in Q3 2025 and has held it in 2 quarters since.
  • Forum Financial Management's CoreWeave position peaked at $277K in Q3 2025.
  • 969 funds tracked by Wall St. Rank held CoreWeave as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.