Arcadia Investment Management Corp MI Raises Stock Holdings in CrowdStrike $CRWD

Arcadia Investment Management Corp MI raised its holdings in CrowdStrike (NASDAQ:CRWD) by 20.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,042 shares of the company’s stock after purchasing an additional 2,577 shares during the period. CrowdStrike comprises 1.2% of Arcadia Investment Management Corp MI’s holdings, making the stock its 28th largest position. Arcadia Investment Management Corp MI’s holdings in CrowdStrike were worth $7,661,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Vanguard Group Inc. increased its holdings in CrowdStrike by 4.1% in the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock worth $8,051,011,000 after acquiring an additional 908,554 shares in the last quarter. Jennison Associates LLC increased its stake in shares of CrowdStrike by 21.1% during the first quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock worth $2,314,785,000 after purchasing an additional 1,144,295 shares in the last quarter. Geode Capital Management LLC raised its position in shares of CrowdStrike by 5.0% during the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock worth $2,903,752,000 after purchasing an additional 273,922 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in CrowdStrike by 52.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock valued at $977,149,000 after buying an additional 955,529 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its stake in CrowdStrike by 39.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock valued at $939,747,000 after buying an additional 760,222 shares in the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

Insider Activity at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,706 shares of the business’s stock in a transaction that occurred on Monday, September 22nd. The shares were sold at an average price of $495.67, for a total value of $5,306,643.02. Following the sale, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at approximately $109,257,564.08. The trade was a 4.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Sameer K. Gandhi sold 6,250 shares of the company’s stock in a transaction that occurred on Thursday, September 4th. The stock was sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the completion of the transaction, the director owned 768,511 shares in the company, valued at approximately $315,335,433.52. This represents a 0.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 116,622 shares of company stock worth $58,561,456. 3.32% of the stock is owned by corporate insiders.

CrowdStrike Price Performance

CRWD stock opened at $537.55 on Friday. The business has a fifty day moving average of $499.74 and a two-hundred day moving average of $471.46. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. The stock has a market cap of $134.90 billion, a price-to-earnings ratio of -451.72, a price-to-earnings-growth ratio of 124.49 and a beta of 1.16. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.83 by $0.10. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The company’s quarterly revenue was up 21.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.04 EPS. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. As a group, research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on CRWD shares. Piper Sandler cut their price objective on CrowdStrike from $505.00 to $450.00 and set a “neutral” rating for the company in a research note on Thursday, August 28th. Royal Bank Of Canada boosted their price target on CrowdStrike from $540.00 to $621.00 and gave the stock an “outperform” rating in a research report on Wednesday. UBS Group decreased their price objective on CrowdStrike from $545.00 to $500.00 and set a “buy” rating on the stock in a report on Thursday, August 28th. Arete raised shares of CrowdStrike from a “neutral” rating to a “buy” rating and set a $706.00 target price on the stock in a research note on Tuesday, October 28th. Finally, Canaccord Genuity Group increased their target price on shares of CrowdStrike from $430.00 to $500.00 and gave the company a “hold” rating in a research report on Monday, September 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $516.93.

CrowdStrike Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.