Position in CRWV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$318,926
+$70,817 QoQ
Shares Held
3,204
+76.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#625
of 963 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWV Over Time
Shares Held
Position Value (USD)
Derivatives in CRWV
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$19,908
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cypress Wealth Services, LLC holds $12,323,545 across 7 Software - Infrastructure names. CRWV ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,579 | $9,541,478 | |
| 2 | ORCL |
Oracle Corp
|
6,601 | $967,376 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,998 | $816,456 | |
| 4 | CRWV |
CoreWeave, Inc.
This page
|
3,204 | $318,926 | |
| 5 | PANW |
Palo Alto Networks Inc
|
894 | $304,871 | |
| 6 | OKTA |
Okta, Inc.
|
1,771 | $241,652 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,784 | $132,786 |
All Filings in CRWV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,926 | 3,204 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $19,908 | 200 | Put | Sole | 2026-07-13 | |
| 2025-09-30 | $248,109 | 1,813 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||