SCHEDULE: CoreWeave Inc. Ownership Update Filed

An amendment to Schedule 13G has been filed for CoreWeave, Inc., detailing updated beneficial ownership percentages for key individuals and trusts as of June 30, 2026.

Summary

• This filing is an amendment to a Schedule 13G for CoreWeave, Inc., reporting changes in beneficial ownership of Class A Common Stock.
• The reporting persons include Brian M. Venturo, Heather Shafi, various trusts (Venturo Family Trust, F&F GRAT, GST Exempt Trust, YOLO APV Trust, YOLO ECV Trust), West Clay Capital LLC, and Mohammad Shafi.
• As of June 30, 2026, the reporting persons collectively beneficially owned approximately 5.8% of CoreWeave's outstanding Class A common stock.
• Brian M. Venturo directly beneficially owns 3.6% and indirectly beneficially owns 7,006,036 shares.
• Heather Shafi directly beneficially owns 2.2% and indirectly beneficially owns 8,288,437 shares.
• The filing details the specific number of shares and the nature of ownership (direct, indirect, options, RSUs) for each reporting person and entity.
• The total number of outstanding Class A common shares used for percentage calculation was 447,573,939 as of April 30, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily serves as an amendment to a Schedule 13G, reporting changes in beneficial ownership rather than new operational or financial performance data.

Positives

• Clear disclosure of beneficial ownership, providing transparency to the market.
• Updated information as of June 30, 2026, reflects current holdings.
• Detailed breakdown of ownership across individuals and entities, including trusts and LLCs.

Negatives

• The filing does not contain any new financial performance data or operational updates, limiting its insight into the company's current business health.
• The ownership percentages are relatively small (collectively 5.8%), suggesting no single reporting person holds a controlling stake based on this filing alone.

Risks

• Potential for future changes in beneficial ownership that could impact stock price or corporate control.
• The complexity of ownership structures involving trusts and LLCs could obscure ultimate beneficial control.
• Reliance on stock options and RSUs for a portion of reported ownership introduces potential dilution or vesting-related fluctuations.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding future financial performance or strategic direction. It is solely an update on beneficial ownership.

Industry Context

StockSavvy.ai notes that CoreWeave operates in the high-growth cloud computing and AI infrastructure sector. Filings related to ownership and control are crucial for understanding the stability and potential influence of key stakeholders in such rapidly evolving companies.

Related Party Transactions

• Brian M. Venturo serves as trustee for the Venturo Family 2024 Friends and Family GRAT and as managing member of West Clay Capital LLC.
• Heather Shafi serves as trustee for the Venturo Family Trust dated June 30, 2023, and the Venturo Family GST Exempt Trust dated June 30, 2023.
• Brian M. Venturo has the power to remove and replace the trustees of the YOLO APV Trust and YOLO ECV Trust.
• Mohammad Shafi is identified as the father-in-law of Brian M. Venturo and a member of his household.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant beneficial owners.
• Management: Reinforces the reporting obligations for significant shareholders.
• Creditors: Indirectly provides insight into the stability of ownership, which can influence perceived company stability.

Next Steps

• Monitor future filings for any further amendments to beneficial ownership.
• Observe any potential strategic implications arising from the reported ownership structure.

Key Dates

Keywords

CoreWeave, Schedule 13G, Beneficial Ownership, Class A Common Stock, Brian Venturo, Heather Shafi, Trusts, LLC