BTC Capital Management Inc. Has $17.67 Million Stock Holdings in CrowdStrike $CRWD

BTC Capital Management Inc. trimmed its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 7.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 37,641 shares of the company’s stock after selling 3,243 shares during the quarter. CrowdStrike accounts for 1.2% of BTC Capital Management Inc.’s holdings, making the stock its 22nd biggest position. BTC Capital Management Inc.’s holdings in CrowdStrike were worth $17,670,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the stock. Assenagon Asset Management S.A. increased its holdings in CrowdStrike by 232.5% during the 4th quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after purchasing an additional 499,353 shares in the last quarter. Vanguard Group Inc. boosted its position in CrowdStrike by 1.9% during the 3rd quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after acquiring an additional 445,926 shares during the last quarter. First Trust Advisors LP grew its stake in shares of CrowdStrike by 19.9% during the 3rd quarter. First Trust Advisors LP now owns 2,599,902 shares of the company’s stock worth $1,274,940,000 after acquiring an additional 431,382 shares in the last quarter. State Street Corp grew its stake in shares of CrowdStrike by 3.6% during the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after acquiring an additional 370,965 shares in the last quarter. Finally, Daiwa Securities Group Inc. raised its holdings in shares of CrowdStrike by 33.5% in the third quarter. Daiwa Securities Group Inc. now owns 1,426,641 shares of the company’s stock valued at $699,596,000 after purchasing an additional 357,865 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Wolfe Research upgraded CRWD to “Outperform” and set a $450 price target, flagging a potential Anthropic/Mythos AI catalyst that could accelerate security spending—this upgrade is a primary short‑term catalyst behind the rally. Wolfe Upgrade / Yahoo
• Positive Sentiment: Morgan Stanley (and other analysts) continue to name CrowdStrike a top AI‑security trade, reaffirming buy-side conviction that AI adoption will expand attack surfaces and boost enterprise security budgets. 247wallst
• Positive Sentiment: CrowdStrike expanded its strategic partnership with HCLTech to deliver AI‑powered Continuous Threat Exposure Management services—this deepens go‑to‑market channels and supports international/managed services growth. HCLTech Partnership / Yahoo
• Positive Sentiment: Public endorsements: Jim Cramer reiterated that Anthropic is not an existential threat to CrowdStrike and praised CrowdStrike’s positioning—helpful for sentiment among retail/institutional momentum players. Cramer / Yahoo
• Neutral Sentiment: Fundamental bull case reiterated: commentary pieces and Seeking Alpha say CRWD’s high net retention (~115%) and platform strategy justify a Buy stance after the pullback—supports a longer‑term growth story but is less actionable near‑term. Seeking Alpha
• Neutral Sentiment: MarketWatch notes CRWD rose today but still lags broader market performance—highlights that while newsflow is supportive, the stock has been under pressure vs. peers. MarketWatch
• Negative Sentiment: Insider sales were reported (executive sales tied to RSU tax withholding), which can create short‑term headline noise and weigh on sentiment despite being routine. SEC Form 4 filings show recent dispositions. SEC Form 4

CrowdStrike Stock Up 2.7%

CrowdStrike stock opened at $390.41 on Wednesday. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company’s 50-day moving average price is $415.13 and its two-hundred day moving average price is $468.33. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a market cap of $99.01 billion, a P/E ratio of -527.57, a P/E/G ratio of 16.67 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced 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 company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.03 earnings per share. As a group, analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Insiders Place Their Bets

In other CrowdStrike news, CAO Anurag Saha sold 1,138 shares of the business’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $411.06, for a total value of $467,786.28. Following the completion of the sale, the chief accounting officer owned 42,588 shares of the company’s stock, valued at $17,506,223.28. The trade was a 2.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Burt W. Podbere sold 15,918 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of $410.45, for a total transaction of $6,533,543.10. Following the transaction, the chief financial officer directly owned 195,523 shares in the company, valued at $80,252,415.35. This represents a 7.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 116,469 shares of company stock worth $48,369,351. 3.32% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on CRWD shares. Mizuho lowered their target price on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 17th. Argus lowered their price objective on shares of CrowdStrike from $600.00 to $520.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Sanford C. Bernstein upped their target price on shares of CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a report on Wednesday, March 4th. HSBC raised their target price on shares of CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a research note on Thursday, December 4th. Finally, KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $505.08.

About CrowdStrike

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.