CrowdStrike $CRWD Shares Sold by Dana Investment Advisors Inc.

Dana Investment Advisors Inc. reduced its stake in CrowdStrike (NASDAQ:CRWD) by 62.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,479 shares of the company’s stock after selling 4,175 shares during the quarter. Dana Investment Advisors Inc.’s holdings in CrowdStrike were worth $1,216,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Brighton Jones LLC raised its position in CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock valued at $2,670,000 after purchasing an additional 2,417 shares during the period. Empowered Funds LLC increased its position in shares of CrowdStrike by 3.6% during the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after purchasing an additional 169 shares during the last quarter. Hunter Associates Investment Management LLC purchased a new stake in CrowdStrike in the 2nd quarter valued at about $284,000. AlphaQuest LLC purchased a new stake in shares of CrowdStrike in the 2nd quarter valued at approximately $26,000. Finally, Advisory Alpha LLC acquired a new stake in CrowdStrike in the 2nd quarter valued at approximately $225,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on CRWD shares. Rosenblatt Securities decreased their price target on CrowdStrike from $630.00 to $555.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Scotiabank reiterated an “outperform” rating on shares of CrowdStrike in a report on Wednesday, December 3rd. Royal Bank Of Canada set a $550.00 target price on CrowdStrike in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft lifted their target price on CrowdStrike from $435.00 to $475.00 and gave the company a “hold” rating in a research report on Wednesday, December 3rd. Finally, Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a research note on Monday, November 24th. Thirty investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and a consensus target price of $530.87.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the transaction, the president owned 342,655 shares in the company, valued at $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total value of $398,629.88. Following the transaction, the chief accounting officer directly owned 43,726 shares in the company, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by insiders.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: New product release — CrowdStrike announced general availability of FalconID, a phishing‑resistant, risk‑aware MFA extension for the Falcon platform that directly targets AI‑accelerated credential phishing. This strengthens identity security positioning and revenue optionality. Article Title
• Positive Sentiment: Strategic partnerships & integrations — CrowdStrike partnered with VAST Data to secure the AI data lifecycle and announced Splashtop integration to simplify Falcon deployment/ops. Partnerships accelerate enterprise adoption and embed Falcon into AI/cloud stacks. Article Title
• Positive Sentiment: Event & investor visibility — CrowdStrike scheduled investor-conference participation and Fal.Con Gov (March 18) to showcase AI-defense leadership to government and institutional buyers — positive for pipeline and gov’t contracts. Article Title
• Positive Sentiment: Bullish media & influencer commentary — Jim Cramer highlighted CrowdStrike favorably (calling it “killing it”), and bullish pieces argue recent AI-driven sell-off is an overreaction, which can attract buyers. Article Title
• Neutral Sentiment: Earnings/estimates focus — Wall Street preview pieces from Zacks/Yahoo dig into Q4 (Jan 2026) metric estimates; useful for monitoring guidance beats/misses but not market-moving until results. Article Title
• Neutral Sentiment: Mixed analyst actions — JPMorgan cut its price target (582→472) but kept an overweight rating; that is cautiously constructive but reduces upside assumptions. Article Title
• Negative Sentiment: Analyst downgrades & lower targets — Evercore cut its PT to $375 (equal‑weight), Stifel trimmed its target, and outlets report pessimistic forecasts from Oppenheimer and TD Cowen; these actions pressured the stock recently. Article Title
• Negative Sentiment: AI vendor news sparked a sell-off — Anthropic/“Claude” announcements earlier in the week triggered fears AI could disrupt cybersecurity vendors, prompting rapid share weakness before the rebound. That remains a short‑term risk if AI narratives turn negative again. Article Title

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $381.10 on Friday. CrowdStrike has a 12 month low of $298.00 and a 12 month 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 has a market capitalization of $96.08 billion, a PE ratio of -302.46, a price-to-earnings-growth ratio of 20.44 and a beta of 1.03. The business’s fifty day moving average price is $440.88 and its 200 day moving average price is $469.71.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the firm posted $0.93 EPS. The business’s quarterly revenue was up 21.8% compared to the same quarter last year. On average, sell-side analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.