CRWV
Software & Services
CROWD: AMBER
Institutional ownership is building here (4 rising quarters). Not yet crowded, but the quiet phase is ending.
Active holders
548
of 771 total, index funds excluded
This quarter
+153
121 out
Conviction
2 bps
median holder weight: token bet
Streak
4q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2025Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $24.3B held
| Fund | Value | Note |
|---|
| Magnetar Financial LLC |
$4.7B |
|
| NVIDIA CORP |
$3.7B |
|
| GOLDMAN SACHS GROUP INC |
$1.4B |
|
| VANGUARD PORTFOLIO MANAGEME… |
$985M |
|
| VANGUARD CAPITAL MANAGEMENT… |
$964M |
|
| BlackRock, Inc. |
$727M |
|
| JANE STREET GROUP, LLC |
$686M |
|
| Value Aligned Research Advi… |
$642M |
|
| Situational Awareness LP |
$556M |
|
| Situational Awareness Partn… |
$556M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.