Brian M. Venturo, who serves as a director and the chief strategy officer at CoreWeave, Inc. (OTC:CRWV), executed a notable block sale and a simultaneous conversion of share classes through West Clay Capital LLC.
On February 4, 2026, West Clay Capital LLC sold 214,954 shares of CoreWeave Class A Common Stock for approximately $23.9 million. The disposition took place at weighted average prices between $81.7747 and $91.6679.
In the same set of transactions, West Clay Capital LLC acquired 281,250 shares of Class A Common Stock through conversion of Class B Common Stock.
Following these moves, West Clay Capital LLC directly holds 11,434,292 shares of Class B Common Stock and holds zero shares of Class A Common Stock. Separately, Venturo is reported to indirectly own 22,500 shares and directly own 223,580 shares of CoreWeave.
These insider-level capital events come as CoreWeave announced a major strategic equity infusion from NVIDIA. The $2 billion equity investment was priced at $87.20 per share and lifts NVIDIA’s holding in CoreWeave to about 9%, according to the reporting cited by Stifel.
Analyst reactions to the NVIDIA investment and CoreWeave’s forward trajectory have been mixed. Stifel maintains a Hold rating on the stock. Deutsche Bank upgraded CoreWeave to Buy and raised its price target to $140.00 from $100.00, pointing to a solid medium-term outlook and the expectation of the company providing its first full-year guidance as a public company. DA Davidson reiterated a Buy rating and set a $110.00 price target following the deeper collaboration with NVIDIA. In contrast, HSBC trimmed its price target to $41.00 from $44.00 and retained a Reduce rating, specifically citing concerns about increasing interest costs.
Beyond the financing and brokerage notes, CoreWeave recently rolled out its first integrated brand campaign, titled "Ready for Anything, Ready for AI," which debuted during the Winter Olympics and features Chance the Rapper. The campaign and the NVIDIA investment together underscore CoreWeave’s emphasis on expanding capacity and market presence as it scales.
All figures and statements in this report reflect the information provided in the transactions and analyst notes described above.