Ag2R la Mondiale Gestion D'Actifs 13F: Cuts CRWV Stake by $4.6M

On October 26, 2026, Ag2R la Mondiale Gestion D'Actifs cut its stake in CoreWeave, Inc. (CRWV) by 52,365 shares, bringing its total to 14,038 shares valued at about $1.2 million. This information comes from the fund's latest Form 13F filing with the SEC.

The reduction represents a 78.9% decrease in Ag2R's position, which now makes up 0.08% of the fund's total reported value of approximately $1.52 billion. CoreWeave's shares have faced significant declines, currently trading at $55.17, well below their 50-day moving average of $83.27 and 200-day average of $92.00.

CRWV CoreWeave, Inc.

$54.24 ▼ -31.62% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where CoreWeave Fits in Ag2R's Portfolio

Ag2R la Mondiale's stake in CoreWeave ranks 57th among its 425 reported positions.

Other Institutional Activity in CoreWeave

Several other funds have also adjusted their positions in CoreWeave. Magnetar Financial LLC reduced its holdings by 16,504,077 shares, leaving it with 52,062,927 shares valued at approximately $2.87 billion. Jane Street Group, LLC increased its position by 5,028,085 shares, totaling 13,885,024 shares worth about $766.3 million. Alyeska Investment Group, L.P. also added 3,897,581 shares, bringing its total to 10,891,267 shares valued at around $601.1 million.

CoreWeave, Inc. Stock Up 1.7%

CoreWeave shares are currently trading at $55.17 as of October 27, 2026, which is about equal to the closing price of $55.19 on October 26. The stock is significantly below its 52-week high of $141.79 and is currently above its 52-week low of $53.50.

Recent Earnings

CoreWeave reported trailing twelve-month revenue of approximately $7.59 billion, showing a 112.5% year-over-year revenue growth. The next earnings report is scheduled for November 11, 2026.

Dividend

CoreWeave does not pay a dividend.

Insider Buying and Selling at CoreWeave, Inc.

Insider trading activity has included several sales. CEO Michael N. Intrator sold 307,692 shares valued at about $26.7 million on September 29, 2026. CFO Nitin Agrawal sold 22,579 shares for approximately $1.81 million on October 12, 2026. Additionally, Officer Jonathan Jones sold 37,380 shares valued at around $2.94 million on October 13, 2026.

Analysts Set New Price Targets

On October 19, 2026, Goldman Sachs upgraded CoreWeave to a Buy rating with a price target of $106.00. HSBC reiterated a Reduce rating with a target of $39.00 on October 20, 2026. Piper Sandler maintained an Overweight rating with a target of $124.00 on October 21, 2026, while UBS maintained a Buy rating with a target of $105.00 on October 23, 2026.

About CoreWeave

CoreWeave, Inc. is a cloud infrastructure technology company based in Livingston, NJ. It provides a platform that offers software and cloud services designed to manage complex artificial intelligence infrastructure at scale, which is increasingly important as AI technologies expand.

Bottom Line

Investors will be watching CoreWeave's upcoming earnings report on November 11, 2026, for further insights into its financial health. Ag2R la Mondiale's significant cut in its position raises questions about the fund's outlook on the stock's future performance.