Fjarde AP Fonden Fourth Swedish National Pension Fund Has $22.09 Million Position in CrowdStrike $CRWD

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its holdings in CrowdStrike (NASDAQ:CRWD) by 13.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,037 shares of the company’s stock after buying an additional 5,300 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in CrowdStrike were worth $22,085,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CRWD. Blue Square Asset Management LLC raised its position in CrowdStrike by 0.4% in the third quarter. Blue Square Asset Management LLC now owns 11,789 shares of the company’s stock worth $5,781,000 after purchasing an additional 44 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd bought a new stake in shares of CrowdStrike in the 3rd quarter valued at approximately $379,000. Littlejohn Financial Services Inc. bought a new stake in shares of CrowdStrike in the 3rd quarter valued at approximately $1,050,000. Sunbeam Capital Management LLC raised its holdings in shares of CrowdStrike by 19.5% in the 3rd quarter. Sunbeam Capital Management LLC now owns 577 shares of the company’s stock worth $283,000 after buying an additional 94 shares in the last quarter. Finally, Kennedy Investment Group lifted its position in shares of CrowdStrike by 49.2% during the 3rd quarter. Kennedy Investment Group now owns 5,279 shares of the company’s stock worth $2,589,000 after buying an additional 1,741 shares during the period. 71.16% of the stock is owned by institutional investors.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to buy SGNL for $740M to beef up continuous identity capabilities — a strategic, large-scale deal that strengthens Falcon’s identity/security posture for AI-driven environments and supports the company’s platform story. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is expanding into browser security via the Seraphic acquisition, extending Falcon to address AI-driven risks inside browser sessions — another bolt‑on that broadens addressable market and cross‑sell potential. CRWD to Acquire Seraphic: Is Browser Security the Next Growth Engine?
• Positive Sentiment: Legal overhang reduced: a federal judge dismissed the shareholder lawsuit over the 2024 outage — removes a regulatory/legal risk and should be viewed as a positive for shareholder clarity. CrowdStrike defeats shareholder lawsuit over huge software outage
• Positive Sentiment: Analyst support remains strong: BTIG reiterated a Buy with a $640 target and other firms have recently reaffirmed bullish views, helping underpin upside expectations despite the pullback. BTIG Research Reiterates “Buy” Rating for CrowdStrike (NASDAQ:CRWD)
• Neutral Sentiment: Capital One trimmed its price target slightly to $590 from $600 but kept an Overweight rating — a modest downgrade in target but still positive on balance. Capital One Securities adjusts CrowdStrike price target to $590 from $600; maintains Overweight
• Neutral Sentiment: KeyCorp published a series of quarterly/annual EPS forecasts and left a Sector Weight rating — useful for modeling but not an immediate catalyst.
• Negative Sentiment: Shares have pulled back from November highs and remain under pressure on valuation concerns; some short‑term selling persists even after positive strategic moves, suggesting market is still digesting pace/price of M&A. Here’s Why CrowdStrike Holdings (CRWD) Fell More Than Broader Market
• Negative Sentiment: Market reaction has been uneven — headlines note shares dipped even after the lawsuit dismissal and amid CEO comments cautioning about unpredictable AI agents, highlighting investor sensitivity to execution risk and valuation. CrowdStrike’s CEO Calls AI a ‘Drunken Intern’ amid Acquisition Spree

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Capital One Financial dropped their price objective on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a research note on Wednesday. Jefferies Financial Group upped their target price on shares of CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a report on Wednesday, November 19th. Wells Fargo & Company lifted their price target on shares of CrowdStrike from $550.00 to $600.00 and gave the company an “overweight” rating in a report on Wednesday, October 1st. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $621.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Thirty-two research 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, the stock has an average rating of “Moderate Buy” and a consensus target price of $555.21.

Insider Activity at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the sale, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Anurag Saha sold 836 shares of the company’s stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the transaction, the chief accounting officer owned 43,726 shares in the company, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 71,048 shares of company stock valued at $35,767,887 over the last quarter. 3.32% of the stock is currently owned by corporate insiders.

CrowdStrike Price Performance

Shares of CRWD stock opened at $455.00 on Friday. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90. The firm’s 50 day moving average is $496.45 and its 200-day moving average is $480.70. The firm has a market capitalization of $114.71 billion, a price-to-earnings ratio of -361.11, a PEG ratio of 110.81 and a beta of 1.03. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results 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. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same quarter last year, the business posted $0.93 earnings per share. CrowdStrike’s revenue for the quarter was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Sell-side analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

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.