AlpInvest Partners B.V. Invests $6.26 Million in CrowdStrike $CRWD

AlpInvest Partners B.V. bought a new stake in CrowdStrike (NASDAQ:CRWD) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 12,293 shares of the company’s stock, valued at approximately $6,261,000. CrowdStrike accounts for about 12.3% of AlpInvest Partners B.V.’s investment portfolio, making the stock its 3rd biggest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Advyzon Investment Management LLC increased its position in shares of CrowdStrike by 142.9% during the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after buying an additional 533 shares during the period. Draper Asset Management LLC boosted its position in CrowdStrike by 59.1% during the second quarter. Draper Asset Management LLC now owns 4,358 shares of the company’s stock valued at $2,176,000 after acquiring an additional 1,619 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in CrowdStrike by 33.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 24,059 shares of the company’s stock worth $8,483,000 after acquiring an additional 5,998 shares during the period. Drucker Wealth 3.0 LLC bought a new position in shares of CrowdStrike in the 2nd quarter worth about $397,000. Finally, Pegasus Asset Management Inc. raised its position in shares of CrowdStrike by 3.4% in the 2nd quarter. Pegasus Asset Management Inc. now owns 2,431 shares of the company’s stock worth $1,238,000 after acquiring an additional 79 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Performance

NASDAQ CRWD opened at $537.55 on Friday. The company has a market cap of $134.90 billion, a P/E ratio of -451.72, a PEG ratio of 126.32 and a beta of 1.16. The company has a fifty day simple moving average of $499.74 and a 200 day simple moving average of $471.74. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90.

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

Analyst Upgrades and Downgrades

Several brokerages recently commented on CRWD. Roth Capital restated a “buy” rating and set a $510.00 target price (up previously from $410.00) on shares of CrowdStrike in a research report on Thursday, September 18th. TD Cowen increased their price target on CrowdStrike from $500.00 to $580.00 and gave the stock a “buy” rating in a report on Friday, October 3rd. BMO Capital Markets raised their price objective on shares of CrowdStrike from $450.00 to $500.00 and gave the stock an “outperform” rating in a research report on Thursday, September 18th. Cantor Fitzgerald boosted their target price on shares of CrowdStrike from $475.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday, September 18th. Finally, Daiwa Capital Markets increased their target price on shares of CrowdStrike from $475.00 to $530.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $516.93.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 20,000 shares of CrowdStrike stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $500.00, for a total transaction of $10,000,000.00. Following the completion of the transaction, the president owned 379,116 shares in the company, valued at approximately $189,558,000. The trade was a 5.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO George Kurtz sold 17,830 shares of the business’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $494.53, for a total value of $8,817,469.90. Following the sale, the chief executive officer directly owned 2,115,057 shares of the company’s stock, valued at $1,045,959,138.21. This represents a 0.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 116,622 shares of company stock worth $58,561,456 in the last quarter. 3.32% of the stock is owned by insiders.

CrowdStrike Company 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.