Assenagon Asset Management S.A. Buys 499,353 Shares of CrowdStrike $CRWD

Assenagon Asset Management S.A. increased its stake in shares of CrowdStrike (NASDAQ:CRWD) by 232.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 714,165 shares of the company’s stock after acquiring an additional 499,353 shares during the period. Assenagon Asset Management S.A. owned about 0.28% of CrowdStrike worth $334,772,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in CRWD. Asset Planning Inc bought a new stake in shares of CrowdStrike in the third quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of CrowdStrike during the third quarter worth about $25,000. Anchor Investment Management LLC bought a new position in shares of CrowdStrike during the third quarter worth about $25,000. Logan Capital Management Inc. bought a new position in shares of CrowdStrike during the third quarter worth about $26,000. Finally, Howard Hughes Medical Institute acquired a new stake in CrowdStrike in the 2nd quarter valued at approximately $27,000. 71.16% of the stock is owned by institutional investors.

CrowdStrike Trading Up 1.1%

NASDAQ CRWD opened at $413.31 on Tuesday. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a 50 day moving average of $423.58 and a 200-day moving average of $470.11. The company has a market cap of $104.82 billion, a PE ratio of -558.52, a PEG ratio of 17.94 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. The business had revenue of $1.31 billion for 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 firm’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period in the previous year, the company earned $1.03 earnings per share. On average, equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Deutsche Bank Aktiengesellschaft cut their target price on CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a research note on Wednesday, March 4th. Mizuho lowered their price objective on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th. Citigroup cut their price objective on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating on the stock in a research report on Wednesday, March 4th. TD Cowen reduced their target price on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Finally, Stifel Nicolaus decreased their target price on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $506.26.

Insider Activity

In other news, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction dated 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 sale, the director directly owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 48,967 shares of company stock valued at $20,660,502 over the last quarter. 3.32% of the stock is currently owned by company insiders.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike unveiled Falcon Next‑Gen SIEM support that ingests Microsoft Defender for Endpoint telemetry, reducing deployment friction for Microsoft customers and potentially expanding CrowdStrike’s addressable market and win rates. Falcon Next‑Gen SIEM Announcement
• Positive Sentiment: CrowdStrike announced new Falcon platform AI capabilities that position the endpoint as the “epicenter for AI security,” which supports stronger product differentiation and more cross‑sell opportunities across SaaS, browser and cloud surfaces. AI Security Announcement
• Positive Sentiment: CrowdStrike reported it has crossed $5 billion in annual recurring revenue, a scale milestone that supports subscription revenue visibility, valuation narratives for growth-at-scale, and investor confidence in durable demand. ARR Milestone
• Positive Sentiment: Media coverage highlighted the Microsoft connection, reinforcing investor perception that integrations with Microsoft can accelerate deployments and customer wins. Globe and Mail Microsoft Coverage
• Positive Sentiment: Wedbush called 2026 an “inflection year” for AI and highlighted CrowdStrike as a stock to own as it rolls out cloud, data protection and AI modules—an analyst view that supports bullish investor sentiment. Wedbush AI Thesis
• Neutral Sentiment: Analyst consensus on CrowdStrike is a “Moderate Buy,” which is supportive but not overly aggressive; this underpins steady investor interest rather than a dramatic re‑rating. Consensus Rating
• Neutral Sentiment: Zacks and other outlets note CrowdStrike is a trending stock — increased attention can boost flows but also raises volatility risk. Zacks Trending Coverage
• Neutral Sentiment: Reported short‑interest data for March appears inconsistent/erroneous (shows 0 shares / NaN change); no clear short position signal to pressure the stock. (Data release today.)

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.