Ascent Group LLC Decreases Stock Holdings in CrowdStrike $CRWD

Ascent Group LLC lessened its holdings in CrowdStrike (NASDAQ:CRWD) by 31.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,767 shares of the company’s stock after selling 2,607 shares during the quarter. Ascent Group LLC’s holdings in CrowdStrike were worth $2,828,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Laurel Wealth Advisors LLC increased its holdings in shares of CrowdStrike by 54,635.9% in 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 during the last quarter. Norges Bank acquired a new position in CrowdStrike in the second quarter valued at approximately $1,638,365,000. Vestor Capital LLC boosted its holdings in 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 in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in CrowdStrike by 52.6% in the first 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 purchasing an additional 955,529 shares during the last quarter. Finally, Vanguard Group Inc. raised its holdings in CrowdStrike by 2.6% during the second 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. 71.16% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Sameer K. Gandhi sold 5,000 shares of CrowdStrike stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $550.20, for a total transaction of $2,751,000.00. Following the completion of the transaction, the director directly owned 765,456 shares in the company, valued at $421,153,891.20. The trade was a 0.65% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the sale, the chief financial officer owned 179,114 shares in the company, valued at $86,571,169.62. This represents a 5.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 98,395 shares of company stock valued at $49,645,217 in the last 90 days. Insiders own 3.32% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: J.P. Morgan reaffirmed a bullish stance (Buy/Overweight) and a high price target ($582), backing CrowdStrike’s structural advantage in AI‑native endpoint/identity security — this provides fresh buy‑side ammunition and institutional support. J.P. Morgan Maintains Bullish Stance on CrowdStrike Holdings (CRWD) Stock
• Positive Sentiment: Macro/sector momentum around AI + cybersecurity keeps CRWD on investor radars as a “best‑in‑breed” platform (Falcon) and a beneficiary of the endpoint–identity convergence theme — that attracts thematic flows and analyst coverage. CrowdStrike company overview / thematic coverage
• Neutral Sentiment: Debate over a new performance award for the CEO (tied to an aggressive $20B ARR goal) is generating mixed social and investor commentary — it aligns incentives long‑term but raises near‑term governance/compensation questions. CrowdStrike Stock Opinions on CEO Performance Award and AI Growth
• Neutral Sentiment: Unusual options activity and elevated trading interest have been reported — that can amplify intraday moves but doesn’t change the fundamental story. Traders should note higher short‑dated volume/flows. CrowdStrike Holdings Unusual Options Activity For December 30
• Negative Sentiment: Insider selling continues to surface — recent filings show CAO Anurag Saha sold shares (~836 shares) and public trackers list many executive sales over the past six months. Persistent insider sell activity is fueling short‑term pressure and investor concern about timing/liquidity. SEC Form 4: Anurag Saha sale
• Negative Sentiment: Valuation and momentum worries: coverage pieces note CRWD trades at a premium (~30x sales) and recently lost short‑term momentum — at this multiple the stock needs continued execution/beats to justify further upside, making it vulnerable to rotation or any growth misses. CrowdStrike Is Still Best-in-Breed—But 2026 May Be a Tough Trade

CrowdStrike Stock Down 1.4%

Shares of NASDAQ:CRWD opened at $468.76 on Thursday. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm’s 50-day simple moving average is $512.53 and its 200-day simple moving average is $482.61. The company has a market cap of $118.17 billion, a price-to-earnings ratio of -372.03, a PEG ratio of 114.40 and a beta of 1.09.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.93 EPS. 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 research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Oppenheimer upped their target price on shares of CrowdStrike from $560.00 to $580.00 and gave the company an “outperform” rating in a report on Friday, November 21st. Rosenblatt Securities reissued a “buy” rating and issued a $630.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Argus raised their price objective on CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a report on Friday, December 5th. BTIG Research reissued a “buy” rating and issued a $640.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $621.00 price target on shares of CrowdStrike in a research note on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and an average price target of $555.10.

CrowdStrike Company 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.