Legacy Wealth Asset Management LLC purchased a new stake in shares of CrowdStrike (NASDAQ:CRWD – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,677 shares of the company’s stock, valued at approximately $1,313,000.
A number of other institutional investors and hedge funds also recently made changes to their positions in CRWD. Brighton Jones LLC boosted its stake in shares of CrowdStrike by 44.9% during the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after acquiring an additional 2,417 shares during the last quarter. Wellington Management Group LLP raised its holdings in CrowdStrike by 30.2% in the 1st quarter. Wellington Management Group LLP now owns 12,092 shares of the company’s stock worth $4,263,000 after purchasing an additional 2,807 shares during the period. CW Advisors LLC raised its holdings in CrowdStrike by 663.1% in the 1st quarter. CW Advisors LLC now owns 10,904 shares of the company’s stock worth $3,872,000 after purchasing an additional 9,475 shares during the period. Compound Planning Inc. lifted its position in CrowdStrike by 3.3% during the first quarter. Compound Planning Inc. now owns 2,407 shares of the company’s stock valued at $849,000 after purchasing an additional 76 shares in the last quarter. Finally, Sax Wealth Advisors LLC bought a new stake in CrowdStrike during the first quarter valued at about $264,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.
Insider Buying and Selling
In related news, Director Denis Oleary sold 7,750 shares of the stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the transaction, the director directly owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This represents a 41.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO George Kurtz sold 6,975 shares of CrowdStrike stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $549.89, for a total value of $3,835,482.75. Following the completion of the sale, the chief executive officer directly owned 2,108,082 shares in the company, valued at approximately $1,159,213,210.98. The trade was a 0.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 78,264 shares of company stock valued at $40,332,854 in the last ninety days. Company insiders own 3.32% of the company’s stock.
Analyst Ratings Changes
Check Out Our Latest Research Report on CRWD
Key Headlines Impacting CrowdStrike
Here are the key news stories impacting CrowdStrike this week:
- Positive Sentiment: J.P. Morgan reaffirmed a Buy rating, citing CrowdStrike’s structural advantages, SIEM displacement opportunity, and continued platform momentum — a catalyst for investor confidence in growth and market share gains. Article Title
- Positive Sentiment: Citizens (reported via InsiderMonkey) maintained a “Market Outperform” stance and a $550 price target, defending CrowdStrike’s premium valuation on the strength of its endpoint leadership — supports upside expectations. Article Title
- Positive Sentiment: Stephens & Co. reiterated an Overweight recommendation and a $590 price target (reported across outlets), signaling significant upside from current levels and reinforcing institutional buy-side interest. Article Title
- Positive Sentiment: Coverage highlights CrowdStrike’s AI/security moat and recent Amazon integrations, which investors view as strengthening its platform differentiation and long-term recurring-revenue profile. Product/partner news like this can support a re-rating of the multiple. Article Title
- Neutral Sentiment: Zacks flagged CrowdStrike as a “trending” stock among its users — increased attention can boost volume and short-term volatility but isn’t a direct fundamental catalyst. Article Title
- Neutral Sentiment: Morgan Stanley reaffirmed a Hold rating — a reminder that some strategists view the valuation as already pricing in significant growth; this can temper a unanimous bullish narrative. Article Title
- Neutral Sentiment: Coverage of options activity and recent intraday outperformance suggests elevated trading interest and positioning by derivatives traders — can amplify moves but doesn’t change fundamentals. Article Title
- Neutral Sentiment: MarketWatch noted the stock’s recent outperformance versus the broader market — reflects the combined effect of analyst notes, product/partnership news, and retail interest rather than a single new fundamental event. Article Title
CrowdStrike Price Performance
Shares of NASDAQ:CRWD opened at $481.36 on Monday. The firm has a market cap of $121.35 billion, a price-to-earnings ratio of -382.03, a P/E/G ratio of 115.76 and a beta of 1.09. The firm has a fifty day moving average price of $515.43 and a 200 day moving average price of $482.39. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81.
CrowdStrike (NASDAQ:CRWD – Get Free Report) last announced its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping 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 analysts’ expectations of $1.22 billion. During the same quarter in the previous year, the company earned $0.93 EPS. The business’s quarterly revenue was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.
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.
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