CrowdStrike $CRWD Shares Sold by Enclave Advisors LLC

Enclave Advisors LLC lowered its position in CrowdStrike (NASDAQ:CRWD) by 24.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,532 shares of the company’s stock after selling 1,148 shares during the quarter. Enclave Advisors LLC’s holdings in CrowdStrike were worth $1,732,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in CRWD. Laurel Wealth Advisors LLC increased its holdings in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares in the last quarter. Norges Bank purchased a new stake in shares of CrowdStrike in the second quarter valued at about $1,638,365,000. Vestor Capital LLC grew its position in shares of CrowdStrike by 269,840.3% in the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after purchasing an additional 976,822 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of CrowdStrike by 52.6% during 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 worth $977,149,000 after purchasing an additional 955,529 shares in the last quarter. Finally, Vanguard Group Inc. increased its stake in shares of CrowdStrike by 2.6% during the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after purchasing an additional 596,007 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike Trading Down 0.9%

Shares of CRWD stock opened at $478.84 on Wednesday. The firm has a market cap of $120.72 billion, a P/E ratio of -380.03, a PEG ratio of 116.21 and a beta of 1.09. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The firm’s 50-day simple moving average is $514.72 and its 200-day simple moving average is $482.61.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. CrowdStrike’s revenue was up 21.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Insiders Place Their Bets

In related news, CEO George Kurtz sold 17,550 shares of CrowdStrike stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total value of $8,448,219.00. Following the transaction, the chief executive officer owned 2,090,532 shares in the company, valued at approximately $1,006,340,294.16. This trade represents a 0.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $515.44, for a total value of $3,994,660.00. Following the sale, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This represents a 41.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 117,559 shares of company stock worth $59,246,587. Corporate insiders own 3.32% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Company momentum: Recent coverage and analyst write-ups highlight exceptional ARR and Net New ARR growth (including large improvements from Falcon Flex) and raised ARR guidance that underline durable subscription expansion. CrowdStrike: My Cybersecurity Pick For 2026
• Positive Sentiment: Partnerships as growth levers: Expanded AWS integration and deals with system integrators (Deloitte, Wipro) should speed Falcon adoption, which can convert trials into recurring revenue and larger, stickier deals. CrowdStrike Looks Unstoppable—But Has the Market Priced It In?
• Positive Sentiment: Analyst/sector bullishness: Industry pieces (Zacks, others) place CrowdStrike among top cybersecurity picks as enterprises lift spending to protect cloud/AI systems — a structural tailwind for CRWD. 3 Cybersecurity Stocks to Protect the Digital World in 2026
• Neutral Sentiment: Valuation debate / consolidation: Multiple pieces note CrowdStrike’s strong results but caution that much of the company’s growth may already be priced in, and the stock is consolidating after recent highs. This is more of a mixed/market-perception factor than a direct operational problem. CrowdStrike Stock Can’t Catch a Break—Even After a Blowout Quarter
• Negative Sentiment: Insider selling by top executives: CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and CAO Anurag Saha disclosed sales totaling tens of thousands of shares on Dec. 22 — sizeable dollar amounts that can be perceived as profit-taking and may pressure sentiment. (CEO SEC filing) CEO Form 4 (CFO) CFO Form 4 (President) President Form 4 (CAO) CAO Form 4
• Negative Sentiment: Technical/market-pressure: The stock has slipped below the 50‑day moving average and faces near-term consolidation; with valuation already stretched, that technical break combined with profit-taking increases downside pressure until buyers reassert confidence. MarketBeat technical discussion

Wall Street Analysts Forecast Growth

CRWD has been the topic of a number of recent research reports. Mizuho upped their target price on CrowdStrike from $475.00 to $540.00 and gave the company a “hold” rating in a research note on Monday, November 17th. DA Davidson reaffirmed a “buy” rating and set a $580.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. The Goldman Sachs Group lifted their price objective on CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Zacks Research raised shares of CrowdStrike from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $555.10.

CrowdStrike Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.