Artisan Partners Limited Partnership Has $218.83 Million Stock Position in CrowdStrike $CRWD

Artisan Partners Limited Partnership grew its holdings in CrowdStrike (NASDAQ:CRWD) by 11.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 446,253 shares of the company’s stock after acquiring an additional 44,889 shares during the quarter. Artisan Partners Limited Partnership owned 0.18% of CrowdStrike worth $218,834,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Asset Planning Inc bought a new stake in CrowdStrike in the 3rd quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of CrowdStrike during the third quarter valued at about $25,000. AlphaQuest LLC bought a new stake in shares of CrowdStrike in the second quarter valued at about $26,000. Howard Hughes Medical Institute acquired a new stake in CrowdStrike during the second quarter worth about $27,000. Finally, Pinnacle Bancorp Inc. bought a new position in CrowdStrike during the third quarter valued at about $27,000. Institutional investors own 71.16% of the company’s stock.

Analyst Ratings Changes

CRWD has been the subject of a number of research reports. Truist Financial reduced their price objective on CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. BTIG Research reaffirmed a “buy” rating and issued a $640.00 target price on shares of CrowdStrike in a research report on Tuesday, January 13th. HSBC lifted their price target on shares of CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a research note on Thursday, December 4th. Morgan Stanley increased their price objective on shares of CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research note on Thursday, December 18th. Finally, Oppenheimer reduced their price objective on shares of CrowdStrike from $580.00 to $500.00 and set an “outperform” rating for the company in a report on Tuesday. Thirty research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $530.87.

Insider Buying and Selling at CrowdStrike

In related news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction that occurred 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. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the transaction, the chief executive officer directly owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 100,247 shares of company stock valued at $45,722,274 over the last three months. Insiders own 3.32% of the company’s stock.

CrowdStrike Price Performance

Shares of CRWD stock opened at $381.10 on Friday. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The stock has a market capitalization of $96.08 billion, a PE ratio of -302.46, a PEG ratio of 20.44 and a beta of 1.03. 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 stock’s fifty day moving average is $440.88 and its 200-day moving average is $469.71.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results 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 net margin of 6.88% and a negative return on equity of 2.12%. The business 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 company earned $0.93 EPS. The firm’s quarterly revenue was up 21.8% on a year-over-year basis. Equities research analysts expect that CrowdStrike will post 0.55 EPS for the current fiscal year.

CrowdStrike News Summary

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 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.