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Further Reading from MarketBeat Insider Selling: CRWV, DELL & FANG See +$100M in 2026 Sales Reported by Leo Miller. Article Published: 3/18/2026. 
Key Points - After insiders sold billions in CoreWeave stock in 2025, the pace of their selling has dropped massively in the new year.
- A key private equity investor continues to wind down its DELL position, selling over $100 million worth of the stock in 2026.
- FANG shares are benefiting from increased oil prices, but a recent +$150 million insider sale has more to it than meets the eye.
- Special Report: Elon Musk already made me a "wealthy man"
Huge names across the technology and energy sectors are seeing substantial insider selling. But do these moves signal meaningful bearishness for investors, or is there more going on beneath the surface? CRWV Insiders Continue Dumping Shares, But Pace Moderates Drastically First up is artificial intelligence (AI) neo-cloud company CoreWeave (NASDAQ: CRWV). Since its IPO almost a year ago, CoreWeave has been a big winner for investors — the stock has roughly doubled from its $40 IPO price. However, shares have faced significant pressure since the second half of 2025 and are now more than 50% below their all-time high closing price. A general sell-off in high-flying stocks has contributed to the decline, and investors are weighing growth against profitability. Notably, revenues jumped about 168% last quarter, but CoreWeave also reported its lowest adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin since the IPO — a decline of roughly 57%. Insider selling is another concern. Since going public, MarketBeat has tracked over $5 billion worth of CRWV insider selling. Most of that selling occurred in 2025, though the company still recorded about $300 million of insider sales in 2026. Importantly, many of those transactions were executed under predetermined 10b5-1 plans, which suggests insiders were not necessarily reacting to recent developments when they sold. Large insider sales still put downward pressure on shares and create an overhang on CRWV stock. That said, selling in Q1 2026 is roughly 87% lower than the $2.3 billion recorded in Q4 2025, which is a constructive sign. Private Equity Continues Offloading DELL Shares Dell Technologies (NYSE: DELL) is a less flashy AI beneficiary than CoreWeave, but it has still delivered solid returns. Over the past 52 weeks, Dell's total return exceeds 60%. In 2025 (Dell's fiscal 2026), the company posted revenue growth of 19%, its strongest pace since fiscal 2018. Management expects growth to accelerate to about 23% this year, supported by an AI-optimized server backlog exceeding $34 billion. With that backlog and additional orders, Dell anticipates AI revenue could double to $50 billion this year. Large insider selling at Dell has been driven largely by private equity investor Silver Lake Technology Associates. Silver Lake sold more than $900 million of Dell stock in 2025 and has offloaded roughly $150 million so far in 2026. The timing of those sales aligns with the typical cadence of private equity funds, which often liquidate investments 10 to 12 years after initial investment. Silver Lake first invested in Dell in 2013, so much of the selling appears tied to fund lifecycle dynamics rather than a sudden loss of confidence in Dell's outlook. Still, Silver Lake's ongoing sell-down creates an overhang on the stock even if the motive is simply portfolio management. FANG Sees Almost $200 Million of Insider Selling as Oil Prices Explode Finally, oil exploration and production company Diamondback Energy (NASDAQ: FANG) has benefited from surging oil prices. Over the past 52 weeks, Diamondback has delivered a total return north of 25%. West Texas Intermediate (WTI) crude futures are up roughly 70% in 2026, helping FANG climb more than 20% on the year. That rally has coincided with a spike in insider selling. So far in 2026, MarketBeat has tracked over $190 million in insider sales, versus just $52 million in all of 2025. Most of the activity was not executed under predetermined 10b5-1 plans. On closer inspection, however, the Diamondback selling is less worrisome than it first appears. About $163 million of the sales came from SGF FANG Holdings, LP — and instead of dumping those shares on the open market, SGF FANG sold them back to Diamondback. In effect, Diamondback repurchased a substantial number of shares. While the insider sale itself is a bearish signal, the company's buyback offsets much of that concern. SGF FANG's sale reduced its Diamondback stake by only about 2%. Insider Selling Abates for Now Overall, the insider selling at CRWV, DELL and FANG comes with meaningful mitigating factors that temper the bearish signals. For CoreWeave, insider sales may continue to weigh on the stock, but the dramatic drop in selling volume is a constructive development. Silver Lake's Dell sales largely reflect private equity timing rather than an indictment of Dell's business, and Diamondback's large reported sales were largely offset by the company repurchasing shares. These nuances make the current insider activity worth watching, but not necessarily cause for alarm. | 
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