CrowdStrike $CRWD Holdings Increased by First Trust Advisors LP

First Trust Advisors LP raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 19.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,599,902 shares of the company’s stock after purchasing an additional 431,382 shares during the quarter. CrowdStrike accounts for approximately 0.9% of First Trust Advisors LP’s investment portfolio, making the stock its 7th largest holding. First Trust Advisors LP owned approximately 1.04% of CrowdStrike worth $1,274,940,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Advyzon Investment Management LLC raised its position in CrowdStrike by 142.9% during the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after purchasing an additional 533 shares in the last quarter. Carnegie Investment Counsel grew its position in shares of CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after buying an additional 1,428 shares in the last quarter. Silver Oak Securities Incorporated grew its position in shares of CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after buying an additional 2,357 shares in the last quarter. Traynor Capital Management Inc. increased its stake in shares of CrowdStrike by 10.9% during the third quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock valued at $26,047,000 after buying an additional 5,205 shares during the period. Finally, GPS Wealth Strategies Group LLC raised its holdings in shares of CrowdStrike by 7.3% in the third quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after acquiring an additional 1,512 shares in the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction on 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 transaction, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This represents a 5.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Sameer K. Gandhi sold 1,879 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the sale, the director owned 763,027 shares of the company’s stock, valued at approximately $402,504,372.77. This represents a 0.25% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 91,947 shares of company stock valued at $41,438,616. 3.32% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on CRWD. Stephens increased their target price on shares of CrowdStrike from $465.00 to $490.00 and gave the stock an “overweight” rating in a report on Wednesday. Canaccord Genuity Group reduced their price target on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a report on Wednesday. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Truist Financial dropped their price objective on shares of CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a research note on Tuesday, February 17th. Finally, TD Cowen reduced their price objective on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $505.98.

CrowdStrike Stock Performance

CRWD stock opened at $428.99 on Friday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The firm has a market cap of $108.15 billion, a price-to-earnings ratio of -579.71, a PEG ratio of 20.82 and a beta of 1.06. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.81 and a current ratio of 1.77. The firm has a 50-day simple moving average of $431.56 and a two-hundred day simple moving average of $468.58.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the previous year, the firm earned $1.03 EPS. The company’s quarterly revenue was up 23.8% compared to the same quarter last year. On average, equities analysts forecast that CrowdStrike will post 0.55 EPS for the current fiscal year.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
• Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
• Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
• Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
• Negative Sentiment: Several firms trimmed price targets (Jefferies $600→$500; Citi $610→$525; Argus $600→$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike

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.