Encompass More Asset Management Invests $1.39 Million in CrowdStrike $CRWD

Encompass More Asset Management purchased a new stake in CrowdStrike (NASDAQ:CRWD) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 2,826 shares of the company’s stock, valued at approximately $1,386,000.

Several other institutional investors have also recently bought and sold shares of CRWD. Vanguard Group Inc. increased its stake in shares of CrowdStrike by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after buying an additional 596,007 shares during the period. State Street Corp boosted its holdings in CrowdStrike by 3.6% in the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock valued at $5,502,917,000 after acquiring an additional 370,965 shares during the last quarter. Geode Capital Management LLC increased its position in CrowdStrike by 5.0% in the second 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 period. Laurel Wealth Advisors LLC raised 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 worth $2,186,714,000 after purchasing an additional 4,285,640 shares during the last quarter. Finally, Norges Bank acquired a new position in CrowdStrike during the 2nd quarter valued at about $1,638,365,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Wedbush reiterated a bullish view, highlighting CrowdStrike’s AI integration across its platform and positioning CRWD as a leader in AI-driven cybersecurity, which supports revenue growth and margin improvement expectations. CrowdStrike Stock in Focus — Wedbush Calls It ‘AI Cybersecurity Leader’ Ahead of 2026
• Positive Sentiment: Additional media coverage echoes Wedbush’s bullish stance, reinforcing investor attention on AI-driven product differentiation and subscription revenue expansion. CrowdStrike sees bullish views at Wedbush heading into 2026
• Positive Sentiment: Sector-level research (Zacks) lists CrowdStrike among four cybersecurity names with strong demand and durable moats for 2026, which supports multiple expansion narratives for leading vendors in the space. 4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
• Positive Sentiment: Retail coverage that includes CRWD on lists of stocks poised for strong growth helps retail interest and momentum chasing. Top 10 stocks poised for explosive growth
• Neutral Sentiment: Market quote pages and snapshots (Economic Times) reflect routine price tracking and do not add new fundamental information. CrowdStrike Holdings (CRWD) share price
• Neutral Sentiment: Reported short-interest data shows a nonsensical “0 shares / NaN” change and a 0.0 days-to-cover figure — likely a data/reporting error and not a reliable signal of bearish positioning. (Watch for corrected filings.)
• Negative Sentiment: The CFO sold roughly $5.08M of CRWD stock, which can be perceived negatively by investors as opportunistic insider selling even if it’s routine RSU diversification. CrowdStrike (NASDAQ:CRWD) CFO Sells $5,082,698.28 in Stock
• Negative Sentiment: The company’s President also sold about $5.5M of stock, adding to near-term supply pressure and investor concern about insider timing. Monitor SEC Form 4 details for context (planned sale vs. opportunistic). CrowdStrike (NASDAQ:CRWD) President Sells $5,498,758.58 in Stock

Wall Street Analysts Forecast Growth

CRWD has been the subject of several analyst reports. Berenberg Bank initiated coverage on shares of CrowdStrike in a research report on Tuesday, November 18th. They set a “hold” rating and a $600.00 price target for the company. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $353.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Royal Bank Of Canada reiterated an “outperform” rating and set a $621.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Westpark Capital reissued a “hold” rating on shares of CrowdStrike in a research note on Wednesday, October 15th. Finally, Capital One Financial raised their price target on CrowdStrike from $599.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $555.10.

CrowdStrike Stock Performance

Shares of CrowdStrike stock opened at $481.19 on Monday. The stock’s fifty day simple moving average is $514.28 and its 200 day simple moving average is $482.78. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $121.31 billion, a PE ratio of -381.90, a PEG ratio of 115.74 and a beta of 1.09. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted 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 analysts’ expectations of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue was up 21.8% on a year-over-year basis. 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. On average, research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Sameer K. Gandhi sold 1,879 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total transaction of $991,191.29. Following the sale, the director directly owned 763,027 shares in the company, valued at approximately $402,504,372.77. This trade represents a 0.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO George Kurtz sold 17,550 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the completion of the transaction, the chief executive officer directly owned 2,090,532 shares in the company, valued at approximately $1,006,340,294.16. The trade was a 0.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 117,559 shares of company stock worth $59,246,587 in the last quarter. Company insiders own 3.32% of the company’s stock.

About CrowdStrike

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.