Cane Capital Partners LLC Purchases Shares of 6,575 CrowdStrike $CRWD

Cane Capital Partners LLC purchased a new stake in CrowdStrike (NASDAQ:CRWD) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,575 shares of the company’s stock, valued at approximately $3,082,000. CrowdStrike comprises about 1.2% of Cane Capital Partners LLC’s investment portfolio, making the stock its 21st largest position.

Other hedge funds also recently added to or reduced their stakes in the company. Asset Planning Inc purchased a new position in CrowdStrike in the third quarter valued at approximately $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of CrowdStrike during the third quarter worth approximately $25,000. Anchor Investment Management LLC purchased a new position in shares of CrowdStrike during the third quarter worth approximately $25,000. Hanson & Doremus Investment Management grew its position in shares of CrowdStrike by 170.0% during the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after acquiring an additional 34 shares during the last quarter. Finally, Logan Capital Management Inc. purchased a new position in shares of CrowdStrike during the third quarter worth approximately $26,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, 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 transaction of $1,385,820.00. Following the completion of the sale, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Anurag Saha sold 1,138 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $411.06, for a total value of $467,786.28. Following the sale, the chief accounting officer directly owned 42,588 shares of the company’s stock, valued at approximately $17,506,223.28. This represents a 2.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 68,636 shares of company stock valued at $28,690,657. 3.32% of the stock is currently owned by company insiders.

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $423.23 on Wednesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The stock has a fifty day moving average price of $409.46 and a 200 day moving average price of $466.03. CrowdStrike has a 1-year low of $318.38 and a 1-year high of $566.90. The company has a market cap of $107.34 billion, a PE ratio of -571.92, a P/E/G ratio of 17.51 and a beta of 1.07.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the company earned $1.03 earnings per share. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. Sell-side analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

CrowdStrike announced that its board has approved a share repurchase plan on Monday, April 6th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the company to buy up to 0.5% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board believes its shares are undervalued.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike’s board expanded its share-repurchase authorization to $1.5 billion (added $500M), signaling confidence and returning capital to shareholders. CrowdStrike Expands Buyback Authorization To $1.5 Billion After Record Q4 FY26
• Positive Sentiment: Anthropic announced a coalition/partnership posture that frames AI vendors as collaborating with — not displacing — traditional cyber vendors; that reduced a key strategic risk for CrowdStrike and helped lift cybersecurity names. CrowdStrike, Palo Alto Networks shares pop as cybersecurity bulls finally get some AI validation
• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ Voice of the Customer for Managed Detection & Response — a credibility boost for Falcon Complete and Agentic MDR as demand for AI-enhanced security grows. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response Report
• Positive Sentiment: Management and media noted a strong quarter (record Q4) and management cited AI tailwinds and an aggressive long-term ARR target, which underpins the buyback rationale. CrowdStrike Unveils $500 Million Buyback Boost
• Neutral Sentiment: Media coverage and analyst notes highlighting a generally bullish consensus (average brokerage rating ~Buy) are supporting sentiment but reflect existing expectations rather than new fundamental changes. Is It Worth Investing in CrowdStrike (CRWD) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Market-season headlines and stock-screening reports note CRWD “outperformed the market” intraday — useful confirmation of flows but not a fundamental driver. CrowdStrike Holdings Inc. Cl A stock rises Tuesday, outperforms market
• Negative Sentiment: Valuation and technical cautions remain: CrowdStrike still reports negative net margins and trades below its 200-day moving average, leaving room for profit-taking if growth guidance weakens or AI enthusiasm fades.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on CRWD shares. Macquarie Infrastructure restated a “neutral” rating and set a $485.00 target price on shares of CrowdStrike in a research report on Tuesday, January 27th. Berenberg Bank set a $600.00 target price on shares of CrowdStrike and gave the stock a “buy” rating in a research report on Friday, January 9th. Wolfe Research upgraded shares of CrowdStrike from a “peer perform” rating to an “outperform” rating and set a $450.00 target price on the stock in a research report on Monday, March 30th. Barclays lowered their target price on shares of CrowdStrike from $610.00 to $550.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. Finally, BMO Capital Markets lowered their target price on shares of CrowdStrike from $555.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $504.98.

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.