Victory Capital Management Inc. Has $98.59 Million Holdings in CrowdStrike $CRWD

Victory Capital Management Inc. reduced its position in shares of CrowdStrike (NASDAQ:CRWD) by 1.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 201,043 shares of the company’s stock after selling 2,050 shares during the quarter. Victory Capital Management Inc.’s holdings in CrowdStrike were worth $98,587,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of CRWD. Asset Planning Inc bought a new stake in shares of CrowdStrike in the 3rd quarter valued at about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in CrowdStrike during the third quarter worth approximately $25,000. AlphaQuest LLC bought a new stake in CrowdStrike in the second quarter valued at approximately $26,000. Howard Hughes Medical Institute acquired a new stake in shares of CrowdStrike in the second quarter valued at approximately $27,000. Finally, Pinnacle Bancorp Inc. bought a new position in shares of CrowdStrike during the 3rd quarter worth approximately $27,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike reported Q4 revenue of ~$1.31B, beat EPS estimates, delivered record net new ARR and raised FY27 guidance — evidence of durable subscription demand and operating leverage. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Strategic EU sovereign-cloud partnership with Schwarz Digits to deliver Falcon on STACKIT addresses data-sovereignty requirements for European enterprises and public institutions — a clear revenue-opportunity catalyst in regulated markets. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: New product and partnership activity (FalconID launch, NVIDIA & VAST Data collaborations, Qualtrics integrations) positions CrowdStrike as an AI-native security provider and supports revenue expansion into identity and AI-workflow protection. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: Several analysts issued favorable coverage or raised targets (Wells Fargo initiated Overweight/Strong-Buy; DA Davidson/Stephens raised targets), giving near-term support to the stock. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Wall Street reaction is mixed: several firms trimmed price targets after the print while others raised theirs — the consensus remains bullish on ARR growth but divided on valuation and margin sustainability. Wall Street Just Sent a Split but Bullish Signal on CRWD — Here’s What Four Major Firms Actually Said
• Negative Sentiment: Persistent investor worries about agentic AI and software-pricing risk: some analysts and commentators warn AI could automate tasks and compress per-customer spend, creating long-term pricing pressure for premium security vendors. CrowdStrike Beats, But AI Concerns Persist
• Negative Sentiment: Multiple banks trimmed price targets (UBS, Deutsche, Needham, BMO among others) citing valuation and margin questions — that keeps upside expectations polarized and increases volatility risk. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

Insider Activity

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the transaction, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at $86,571,169.62. The trade was a 5.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $515.44, for a total value of $3,994,660.00. Following the sale, the director owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. The trade was a 41.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is currently owned by insiders.

CrowdStrike Price Performance

Shares of CrowdStrike stock opened at $407.68 on Thursday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $102.78 billion, a price-to-earnings ratio of -550.91, a price-to-earnings-growth ratio of 22.02 and a beta of 1.06. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company has a 50-day simple moving average of $433.61 and a two-hundred day simple moving average of $468.86.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the firm earned $1.03 earnings per share. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. Analysts forecast that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Wedbush restated an “outperform” rating and issued a $550.00 price target on shares of CrowdStrike in a research note on Wednesday. Daiwa Securities Group upped their price objective on shares of CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a report on Tuesday, December 9th. Scotiabank restated an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Needham & Company LLC reduced their target price on shares of CrowdStrike from $575.00 to $475.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Stephens increased their price target on shares of CrowdStrike from $465.00 to $490.00 and gave the company an “overweight” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $509.49.

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.