Massachusetts Financial Services Co. MA Has $369.79 Million Stock Holdings in CrowdStrike $CRWD

Massachusetts Financial Services Co. MA raised its position in CrowdStrike (NASDAQ:CRWD) by 7.8% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 754,079 shares of the company’s stock after acquiring an additional 54,813 shares during the period. Massachusetts Financial Services Co. MA’s holdings in CrowdStrike were worth $369,785,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of CRWD. Laurel Wealth Advisors LLC increased its stake in shares of CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares during the last quarter. Norges Bank bought a new stake in shares of CrowdStrike in the second quarter valued at about $1,638,365,000. Vestor Capital LLC grew its position in shares of CrowdStrike by 269,840.3% during the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after purchasing an additional 976,822 shares in the last quarter. Vanguard Group Inc. raised its holdings in CrowdStrike by 2.6% in the 2nd quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock valued at $11,933,425,000 after acquiring an additional 596,007 shares in the last quarter. Finally, State Street Corp lifted its position in CrowdStrike by 3.6% during the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Price Performance

CRWD opened at $453.88 on Monday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a fifty day simple moving average of $494.73 and a two-hundred day simple moving average of $480.12. The company has a market cap of $114.42 billion, a price-to-earnings ratio of -360.22, a price-to-earnings-growth ratio of 110.19 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the company earned $0.93 earnings per share. The company’s revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Research analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on CRWD. Oppenheimer boosted their price objective on CrowdStrike from $560.00 to $580.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. DA Davidson reissued a “buy” rating and set a $580.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Daiwa Capital Markets increased their price target on CrowdStrike from $530.00 to $560.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 9th. DZ Bank cut shares of CrowdStrike from a “hold” rating to a “sell” rating and set a $440.00 target price on the stock. in a report on Wednesday, September 24th. Finally, JPMorgan Chase & Co. raised their price objective on shares of CrowdStrike from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Monday, December 1st. Thirty-two equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $555.21.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CRWD announced a $740M deal to buy SGNL (Continuous Identity), which extends Falcon into real‑time, risk‑based access control — a strategic fit for securing AI agents and non‑human identities and strengthens the platform narrative. Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock
• Positive Sentiment: CrowdStrike is also acquiring Seraphic to add browser‑session protection (AI‑driven risks in browsers), broadening Falcon’s coverage and supporting growth avenues beyond endpoints. CRWD to Acquire Seraphic
• Positive Sentiment: Analyst sentiment is increasingly constructive: MarketBeat highlights that a major bear has turned bullish and technical momentum looks to be stabilizing — this supports a potential upside if momentum continues. CrowdStrike: A Major Bear Throws in the Towel—Upside Ahead
• Positive Sentiment: BTIG reiterated its Buy and a $640 target recently, and Capital One trimmed its target only slightly (from $600 to $590) while keeping an Overweight rating — both moves keep meaningful upside visible to investors. Capital One / MarketScreener TickerReport BTIG Reiterates Buy
• Neutral Sentiment: CEO commentary: management warns AI agents can be unpredictable while continuing M&A to bolt on capabilities — underscores both opportunity and execution risk but is not a direct near‑term earnings driver. AOL: CEO says AI agents are unpredictable Yahoo Finance: CEO on M&A
• Neutral Sentiment: KeyCorp published updated quarterly and full‑year EPS estimates (various quarters) and maintains a Sector Weight — useful for modeling but not a directional catalyst by itself. MarketBeat CRWD page
• Negative Sentiment: Despite strategic M&A, investors are focused on valuation: MarketBeat notes the SGNL deal hasn’t changed sentiment much and the stock has been testing support levels; separate coverage flagged that CRWD recently fell more than the broader market — near‑term pressure remains. SGNL acquisition analysis Zacks: Here’s Why CRWD Fell

Insider Buying and Selling

In other news, CEO George Kurtz sold 17,550 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the completion of the transaction, the chief executive officer owned 2,090,532 shares in the company, valued at $1,006,340,294.16. This trade represents a 0.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $515.44, for a total value of $3,994,660.00. Following the completion of the transaction, the director owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This represents a 41.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 74,048 shares of company stock worth $37,153,707 in the last quarter. Company insiders own 3.32% of the company’s stock.

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.