CRWV.NASDAQCoreweave, INC

SCHEDULE: CoreWeave Inc. Schedule 13G Amendment Filed

Sentiment:

Schedule 13G Amendment

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CoreWeave, Inc. has filed an Amendment No. 2 to its Schedule 13G, marking a final exit filing for the reporting persons.

Summary

  • This filing is an amendment to a previously filed Schedule 13G for CoreWeave, Inc.
  • It serves as a final amendment and an exit filing for the reporting persons.
  • The filing details the beneficial ownership of Class A and Class B common stock by Brannin J. McBee, Meghan Q. Bennett, and various trusts and LLCs.
  • As of June 30, 2026, the reporting persons collectively beneficially owned approximately 4.3% of CoreWeave, Inc.'s outstanding Class A common stock.
  • Brannin J. McBee directly or indirectly beneficially owns 2.9% of the outstanding Class A common stock.
  • Meghan Q. Bennett directly or indirectly beneficially owns 1.3% of the outstanding Class A common stock.
  • The filing specifies the number of shares held directly and indirectly by each reporting person and their respective voting and dispositive powers.
  • The total number of outstanding Class A common stock as of April 30, 2026, was 447,573,939 shares.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily serves as an amendment to a previous filing and an exit filing, rather than announcing new material financial or strategic information.

Positives

  • The filing provides a clear and detailed breakdown of beneficial ownership for key individuals and entities.
  • It confirms the aggregate beneficial ownership percentage, offering transparency to the market.
  • The exit filing nature suggests a potential shift in ownership structure or strategy for the reporting persons.

Negatives

  • The filing does not contain new financial results or strategic updates, limiting its immediate impact on investment decisions.
  • The complex ownership structure involving multiple trusts and LLCs can be difficult to fully decipher without further context.

Risks

  • The conversion of Class B common stock to Class A common stock is subject to the holder's election or mandatory conversion upon certain events, which could impact future share counts and ownership percentages.
  • The power of Mr. McBee to remove and replace the trustee of the SM Trust could imply a level of control or influence over those shares.

Future Outlook

This filing is an exit filing and an amendment to a previous Schedule 13G, and does not contain forward-looking statements or specific future guidance from the company.

Management Comments

  • The filing is an exit filing for the Reporting Persons.
  • The Reporting Persons may be deemed to beneficially own an aggregate 19,995,415 shares of the Issuer's capital stock as of June 30, 2026.
  • Mr. McBee serves as manager of certain LLCs and trustee of certain GRATs, and may be deemed to exercise voting and investment discretion.
  • Ms. Bennett serves as trustee of certain trusts and GRATs, and may be deemed to exercise voting and investment discretion.
  • Mr. McBee has the power to remove and replace the trustee of the SM Trust.

Industry Context

StockSavvy.ai notes that this filing pertains to CoreWeave, Inc., a company operating in the cloud computing and GPU-accelerated infrastructure sector. Schedule 13G filings are typically made by institutional investors or significant shareholders to report their ownership stakes. An exit filing suggests a change in the reporting persons' investment strategy or position in the company.

Related Party Transactions

  • The filing details ownership by trusts and LLCs managed or overseen by Brannin J. McBee and Meghan Q. Bennett, who are identified as individuals and spouses, indicating potential related-party relationships in the context of beneficial ownership.

Stakeholder Impact

  • Shareholders may note the exit of significant reporting persons, which could influence market perception or future trading activity.
  • The detailed breakdown of ownership provides transparency for all stakeholders regarding the holdings of key individuals and entities.

Next Steps

  • The reporting persons have filed this as a final amendment and exit filing, indicating their intention to conclude their reporting obligations under Schedule 13G for CoreWeave, Inc.

Key Dates

DateDescription
05/15/2025Original Schedule 13G filing date.
02/13/2026Date of previous amendment to Schedule 13G.
03/31/2026End of the period for which CoreWeave, Inc. reported outstanding shares in its Form 10-Q.
04/30/2026Date as of which CoreWeave, Inc.'s outstanding shares were reported in its Form 10-Q.
05/08/2026Date CoreWeave, Inc. filed its Quarterly Report on Form 10-Q for the period ended March 31, 2026.
06/30/2026Date as of which the beneficial ownership is reported in this Schedule 13G amendment.
08/14/2026Date of the Joint Filing Agreement and the filing of Amendment No. 2 to Schedule 13G.

Keywords

CoreWeave, Schedule 13G, Beneficial Ownership, Class A Common Stock, Class B Common Stock, Amendment, Exit Filing, McBee

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