Andra AP fonden Has $11.87 Million Position in CrowdStrike $CRWD

Andra AP fonden raised its stake in CrowdStrike (NASDAQ:CRWD) by 23.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,212 shares of the company’s stock after acquiring an additional 4,529 shares during the quarter. Andra AP fonden’s holdings in CrowdStrike were worth $11,873,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in CRWD. TIAA Trust National Association raised its holdings in CrowdStrike by 6.3% during the 3rd quarter. TIAA Trust National Association now owns 53,543 shares of the company’s stock worth $26,256,000 after purchasing an additional 3,154 shares during the last quarter. Artisan Partners Limited Partnership boosted its position in shares of CrowdStrike by 11.2% during the third quarter. Artisan Partners Limited Partnership now owns 446,253 shares of the company’s stock worth $218,834,000 after purchasing an additional 44,889 shares in the last quarter. Diversify Wealth Management LLC grew its stake in CrowdStrike by 4.1% in the third quarter. Diversify Wealth Management LLC now owns 12,547 shares of the company’s stock valued at $6,153,000 after acquiring an additional 497 shares during the period. Xponance Inc. grew its position in shares of CrowdStrike by 2.6% in the 3rd quarter. Xponance Inc. now owns 65,595 shares of the company’s stock valued at $32,166,000 after purchasing an additional 1,682 shares during the period. Finally, Integrated Advisors Network LLC increased its position in shares of CrowdStrike by 31.1% during the third quarter. Integrated Advisors Network LLC now owns 31,289 shares of the company’s stock worth $15,344,000 after acquiring an additional 7,420 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Product catalyst — CrowdStrike launched FalconID (phishing‑resistant MFA) and announced Fal.Con Gov, events and product releases that reinforce its enterprise security positioning and AI‑era roadmap. CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
• Positive Sentiment: Government/go‑to‑market momentum — Fal.Con Gov (March 18) and partnerships (e.g., VAST Data) highlight GTM expansion into public sector and AI system security, supporting longer‑term revenue growth potential. CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
• Positive Sentiment: Some analysts remain constructive — Jefferies lowered its target but kept a “buy” rating, leaving meaningful upside from current levels and signaling continued institutional support. Jefferies adjusts CrowdStrike price target to $500 from $600, maintains buy rating
• Neutral Sentiment: Market flow and sentiment signals — recent intraday spikes and higher volume were driven by commentaries (e.g., Jensen Huang) and option expiries; expirations of large puts reduce one form of bearish pressure but create short‑term noise. With Bearish Overhangs in the Rearview Mirror, CrowdStrike (CRWD) Stock Looks Tempting
• Neutral Sentiment: Short‑interest data shows an anomalous zero reading for late February; likely a reporting/data quirk and not a meaningful change in crowd positioning. (Note: the published short‑interest figure reads 0 shares.)
• Neutral Sentiment: Upcoming earnings and estimates — Q4 revenue growth is expected to remain strong, but Wall Street is focused on margin/expense trends; quarterly results and guidance will likely drive the next major price move. CRWD to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
• Negative Sentiment: Multiple price‑target reductions — JPMorgan, Evercore and others cut targets (JPM: $582→$472; Evercore: $460→$375), and some firms issued pessimistic forecasts, pressuring sentiment and reducing near‑term upside expectations. JPMorgan adjusts price target on CrowdStrike to $472 from $582
• Negative Sentiment: AI‑risk headlines — announcements from AI firms (e.g., Anthropic/Claude) briefly spooked cybersecurity stocks, and analysts warn that AI‑related uncertainty plus premium valuation and rising costs could weigh on near‑term results. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors

Insider Buying and Selling

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of the stock in a transaction that occurred 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 owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares in the company, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock worth $45,722,274 over the last ninety days. 3.32% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

CRWD has been the subject of a number of research reports. Stifel Nicolaus decreased their price objective on CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a report on Monday, February 23rd. Wedbush reiterated an “outperform” rating and issued a $600.00 target price on shares of CrowdStrike in a research note on Monday, December 1st. JPMorgan Chase & Co. reduced their price objective on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research report on Wednesday. Evercore lowered their price objective on CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Finally, Macquarie Infrastructure reissued a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a report on Tuesday, January 27th. Thirty analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $528.74.

CrowdStrike Price Performance

CrowdStrike stock opened at $371.98 on Friday. The stock’s 50 day moving average is $438.69 and its 200 day moving average is $469.33. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The firm has a market cap of $93.78 billion, a P/E ratio of -295.22, a P/E/G ratio of 21.44 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $1.22 billion. During the same quarter in the previous year, the business earned $0.93 earnings per share. CrowdStrike’s revenue for the quarter was up 21.8% on a year-over-year basis. As a group, research analysts expect that CrowdStrike will post 0.55 EPS for the current 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.