Balboa Wealth Partners Purchases 2,556 Shares of CrowdStrike $CRWD

Balboa Wealth Partners raised its position in shares of CrowdStrike (NASDAQ:CRWD) by 244.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,600 shares of the company’s stock after buying an additional 2,556 shares during the period. Balboa Wealth Partners’ holdings in CrowdStrike were worth $1,766,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of CRWD. Advyzon Investment Management LLC raised its stake in CrowdStrike by 142.9% in the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock worth $461,000 after buying an additional 533 shares in the last quarter. Carnegie Investment Counsel grew its holdings in shares of CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after acquiring an additional 1,428 shares during the period. Silver Oak Securities Incorporated grew its holdings in shares of CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after acquiring an additional 2,357 shares during the period. Traynor Capital Management Inc. raised its position in shares of CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after acquiring an additional 5,205 shares in the last quarter. Finally, GPS Wealth Strategies Group LLC lifted its stake in shares of CrowdStrike by 7.3% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after purchasing an additional 1,512 shares during the period. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Large consumer distribution deal — NordVPN selected CrowdStrike to power Threat Protection Pro, expanding CrowdStrike’s reach from enterprise into millions of consumer users and opening a new channel for threat-intel monetization. NordVPN Selects CrowdStrike
• Positive Sentiment: Reputation boost — CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication, citing top product capability ratings and strong willingness-to-recommend, which supports enterprise sales momentum. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Analyst/upgrades tailwind — At least one analyst turned bullish on CrowdStrike today as part of a set of upgrades, which can drive buying interest and validate the growth story. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: Options activity indicates bullish positioning — “Smart money” options flow shows elevated bets on CRWD, suggesting some traders expect further upside in the near term. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Broker target adjusted — Rosenblatt lowered its price target from $630 to $555 but kept a “buy” rating, a mixed signal (still positive conviction but reduced upside). Rosenblatt Adjusts CrowdStrike Price Target
• Neutral Sentiment: Media/ideas pieces — Several retail-oriented articles highlight CrowdStrike as a long-term growth pick and note it’s cheap vs. recent highs; these can attract retail buyers but are lower-impact than direct corporate news. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Short-interest data appears to be reporting zero shares (likely bad/missing data) and shows no meaningful days-to-cover — not a reliable signal for current positioning.

Insiders Place Their Bets

In related news, President Michael Sentonas sold 11,461 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

CRWD has been the topic of several recent research reports. Royal Bank Of Canada set a $550.00 price target on CrowdStrike in a research note on Wednesday. Loop Capital set a $550.00 target price on shares of CrowdStrike in a report on Thursday, December 11th. Argus upped their target price on shares of CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. TD Cowen reiterated a “buy” rating on shares of CrowdStrike in a research note on Thursday, January 8th. Finally, Macquarie Infrastructure reissued a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a research report on Tuesday, January 27th. Thirty-one research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $552.17.

CrowdStrike Trading Up 4.4%

Shares of NASDAQ CRWD opened at $429.64 on Friday. The firm’s 50 day moving average price is $460.54 and its 200-day moving average price is $473.27. CrowdStrike has a 52-week low of $298.00 and a 52-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. The company has a market cap of $108.31 billion, a PE ratio of -340.98, a P/E/G ratio of 23.55 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Wednesday, December 3rd. 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 net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the firm earned $0.93 earnings per share. The firm’s quarterly revenue was up 21.8% compared to the same quarter last year. On average, equities research analysts expect that CrowdStrike will post 0.55 EPS 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.