Granite Investment Partners LLC Trims Stock Holdings in CrowdStrike $CRWD

Posted by Defense World Staff on Feb 23rd, 2026

Granite Investment Partners LLC lowered its stake in CrowdStrike (NASDAQ:CRWD – Free Report) by 6.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,226 shares of the company’s stock after selling 1,813 shares during the quarter. Granite Investment Partners LLC’s holdings in CrowdStrike were worth $13,351,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in CRWD. Laurel Wealth Advisors LLC lifted its holdings in CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Norges Bank bought a new stake in shares of CrowdStrike during the 2nd quarter valued at $1,638,365,000. Vestor Capital LLC lifted its stake in shares of CrowdStrike by 269,840.3% during the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after buying an additional 976,822 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of CrowdStrike by 2.6% during 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 in the last quarter. Finally, State Street Corp boosted its holdings in CrowdStrike by 3.6% in the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after buying an additional 370,965 shares during the period. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike Stock Down 7.9%

NASDAQ CRWD opened at $388.60 on Monday. The stock has a 50 day moving average price of $450.45 and a 200-day moving average price of $472.13. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The company has a market capitalization of $97.97 billion, a P/E ratio of -308.41, a P/E/G ratio of 21.86 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD – Get Free Report) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) 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 company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the prior year, the firm earned $0.93 earnings per share. CrowdStrike’s revenue was up 21.8% on a year-over-year basis. As a group, equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Transactions at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president directly 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 sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 100,247 shares of company stock worth $45,722,274 in the last quarter. Company insiders own 3.32% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CRWD. Cantor Fitzgerald reissued an “overweight” rating on shares of CrowdStrike in a report on Monday, February 9th. Argus lifted their target price on CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research note on Friday, December 5th. TD Cowen restated a “buy” rating on shares of CrowdStrike in a research note on Thursday, January 8th. Evercore increased their price objective on shares of CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a report on Wednesday, December 3rd. Finally, The Goldman Sachs Group boosted their target price on shares of CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a report on Wednesday, December 3rd. Thirty investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $548.81.

Get Our Latest Research Report on CRWD

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

Positive Sentiment: CrowdStrike announced an integration with Qualtrics to secure employee‑experience data, a product tie-up that supports cross‑sell and endpoint-to-data security use cases. CrowdStrike (CRWD) Teams Up With Qualtrics To Secure Employee Experience Data
Positive Sentiment: Several bullish views remain on CRWD — many analysts still carry Buy/Overweight ratings and multi‑hundred dollar price targets, supporting longer‑term upside expectations despite near‑term weakness. CrowdStrike slides 7.9% as AI-driven “software replacement” fears hit cybersecurity stocks
Neutral Sentiment: Short-interest reporting in the past days has odd/zero values in some feeds (likely a data anomaly), so current short‑squeeze risk is unclear from that report alone. CrowdStrike slides 7.9% as AI-driven “software replacement” fears hit cybersecurity stocks
Neutral Sentiment: Recent analyst notes and market commentary (e.g., Globe and Mail piece) provide additional context on growth assumptions and valuation sensitivity but are mixed in immediate impact. Analysts Offer Insights on Technology Companies: CrowdStrike Holdings (CRWD) and SolarEdge Technologies (SEDG)
Negative Sentiment: Anthropic’s limited preview of “Claude Code Security” — a capability that scans code for vulnerabilities and suggests fixes — sparked fears that agentic AI could automate workflows traditionally served by security vendors, pressuring demand/pricing for parts of the legacy stack and triggering a sector selloff. Multiple news outlets tied the CRWD move to this announcement. Cybersecurity stocks drop as Anthropic launches Claude Code Security tool
Negative Sentiment: Analyst caution and a recent price‑target cut (Mizuho lowered its target to $490) and other valuation‑focused notes (including recent Hold moves) amplified downside sensitivity, making CRWD more vulnerable to negative headlines. Mizuho Lowers CrowdStrike (NASDAQ:CRWD) Price Target to $490.00
Negative Sentiment: Significant insider selling activity reported over recent months adds a psychological headwind for investors interpreting insider flows as reduced alignment (though sales can be for many reasons). CrowdStrike slides 7.9% as AI-driven “software replacement” fears hit cybersecurity stocks

CrowdStrike Company Profile

(Free Report)

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.