Two big sell-off stories and one famous buyer dominated insider filings this month.
CoreWeave saw the most intense selling pressure. Magnetar Financial, a 10% owner of the AI cloud company, filed over $1.3 billion in sales across 241 separate transactions since late April. The hedge fund sold relentlessly through May, offloading shares at prices around $120–$140 each. CoreWeave only went public in March. That kind of exit pace is striking for such a new listing.
At Twilio, board member Andy Stafman filed a $130.6 million sale on May 12. He sold 675,000 shares at $193.50. It's the biggest single insider sale at the communications platform in recent memory.
Solaris Energy Infrastructure also drew attention. Two large holders — a venture capital firm and KTR Management — filed combined sales of nearly $290 million in early May. Both sold 2 million shares each.
The standout buyer? Bill Gates. He filed $86.8 million in fresh purchases of Republic Services shares across two days, May 13–14. The waste management giant now counts Gates as one of its most active accumulators. His buying streak signals quiet confidence in a decidedly unglamorous sector.
This is not financial advice.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
