Allworth Financial LP Grows Stock Holdings in CrowdStrike $CRWD

Allworth Financial LP grew its position in CrowdStrike (NASDAQ:CRWD) by 24.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,588 shares of the company’s stock after buying an additional 2,294 shares during the period. Allworth Financial LP’s holdings in CrowdStrike were worth $5,682,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Asset Planning Inc purchased a new stake in CrowdStrike during the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike in the third quarter worth $25,000. Anchor Investment Management LLC acquired a new position in shares of CrowdStrike during the third quarter worth $25,000. Logan Capital Management Inc. acquired a new position in shares of CrowdStrike during the third quarter worth $26,000. Finally, Howard Hughes Medical Institute acquired a new stake in shares of CrowdStrike in the 2nd quarter worth $27,000. Institutional investors own 71.16% of the company’s stock.

Insider Buying and Selling at CrowdStrike

In related news, CFO Burt W. Podbere sold 7,871 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the completion of the sale, the chief financial officer owned 169,613 shares in the company, valued at $70,521,693.14. The trade was a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, President Michael Sentonas sold 11,461 shares of the company’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 directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 90,024 shares of company stock worth $40,424,241. 3.32% of the stock is currently owned by corporate insiders.

CrowdStrike Trading Down 4.5%

NASDAQ CRWD opened at $409.00 on Friday. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The firm has a 50 day moving average of $424.66 and a two-hundred day moving average of $469.31. The stock has a market capitalization of $103.73 billion, a PE ratio of -552.70, a price-to-earnings-growth ratio of 18.78 and a beta of 1.06. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17.

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

Analysts Set New Price Targets

Several brokerages recently weighed in on CRWD. Wells Fargo & Company began coverage on CrowdStrike in a research note on Tuesday, March 3rd. They set an “overweight” rating and a $450.00 target price on the stock. HSBC raised their price target on CrowdStrike from $417.00 to $446.00 and gave the stock a “hold” rating in a report on Thursday, December 4th. Loop Capital set a $550.00 price objective on shares of CrowdStrike in a report on Thursday, December 11th. DA Davidson increased their price objective on shares of CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a research report on Wednesday, March 4th. Finally, BTIG Research lowered their target price on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research note on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $506.26.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: FedRAMP High authorization for Falcon for XIoT expands CrowdStrike’s addressable public‑sector market and supports larger, higher‑security federal deals — a concrete revenue-growth catalyst. CrowdStrike FedRAMP Win Puts Public Sector Growth Versus Valuation In Focus
• Positive Sentiment: Ongoing AI and cloud partnerships (NVIDIA, EY, AWS) and strategic tie‑ups aimed at embedding AI into the Falcon platform could meaningfully boost product differentiation and long‑term ARR expansion. Can Strategic AI Partnerships Drive CrowdStrike’s Long-Term Growth?
• Positive Sentiment: Marketing & ecosystem momentum: CrowdStrike co‑sponsored startup accelerator with AWS and NVIDIA and a high‑profile celebrity judge raises brand visibility in security/AI startup ecosystems. CrowdStrike, AWS, and NVIDIA Announce Startup Accelerator Finalists Ahead of RSAC™ 2026
• Neutral Sentiment: Street checks and media pieces are mixed but largely supportive — RBC issued an outperform and several analyst/feature articles reiterate CrowdStrike’s growth story, which helps sentiment but may be priced in. CrowdStrike (NASDAQ:CRWD) Earns Outperform Rating from Royal Bank Of Canada
• Neutral Sentiment: Comparisons to peers (Palantir, Zscaler) and bullish retail/independent writeups highlight CRWD’s AI positioning but provide debate over which AI/security names will deliver best risk‑adjusted returns. Palantir vs. CrowdStrike: Which AI-Powered Software Stock Will Dominate 2026?
• Negative Sentiment: Valuation and technical pressure: CRWD trades at rich multiples, its 50‑day moved below the 200‑day average, and margins remain a focus — many investors are trimming high‑growth, high‑multiple names even as operational news is positive, which likely explains the stock’s pullback today.

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.