CrowdStrike $CRWD Shares Bought by FRG Family Wealth Advisors LLC

FRG Family Wealth Advisors LLC raised its holdings in CrowdStrike (NASDAQ:CRWD) by 132.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,846 shares of the company’s stock after acquiring an additional 2,195 shares during the period. FRG Family Wealth Advisors LLC’s holdings in CrowdStrike were worth $1,803,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Disciplined Equity Management Inc. raised its holdings in CrowdStrike by 0.8% in the 3rd quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after acquiring an additional 20 shares during the last quarter. TD Private Client Wealth LLC boosted its position in shares of CrowdStrike by 6.4% during the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after acquiring an additional 20 shares during the last quarter. Financially Speaking Inc boosted its position in shares of CrowdStrike by 26.7% during the 3rd quarter. Financially Speaking Inc now owns 95 shares of the company’s stock valued at $47,000 after acquiring an additional 20 shares during the last quarter. Catalyst Financial Partners LLC boosted its position in shares of CrowdStrike by 1.6% during the 3rd quarter. Catalyst Financial Partners LLC now owns 1,246 shares of the company’s stock valued at $611,000 after acquiring an additional 20 shares during the last quarter. Finally, Fire Capital Management LLC boosted its position in shares of CrowdStrike by 1.7% during the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock valued at $608,000 after acquiring an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Anthropic selected CrowdStrike for Project Glasswing, signaling strategic AI‑security partnerships rather than competition — a validation that can drive customer wins and product integration opportunities. Palo Alto Networks (PANW) and CrowdStrike (CRWD) Surge on Anthropic’s AI Security Partnership
• Positive Sentiment: Board expanded the buyback authorization to $1.5B (additional $500M): buybacks reduce share count, support EPS and signal management’s confidence in valuation — a direct catalyst for upward share pressure. CrowdStrike Announces $500 Million Increase to Share Repurchase Program
• Positive Sentiment: Named a “Customers’ Choice” in Gartner Peer Insights for Managed Detection & Response (high willingness‑to‑recommend): supports product leadership and renewal/upsell prospects. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response Report
• Neutral Sentiment: Analyst/media coverage is broadly bullish (consensus ~Buy) but some pieces note that analyst ratings can be noisy — reinforces sentiment but may not change fundamentals immediately. Is It Worth Investing in CrowdStrike (CRWD) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Fundamental/valuation risks remain: CrowdStrike still reports negative net margin and a negative trailing P/E, and the stock is below its 200‑day moving average — these factors can cap upside and raise sensitivity to macro/tech risk.

CrowdStrike Stock Up 6.2%

CrowdStrike stock opened at $423.23 on Wednesday. CrowdStrike has a fifty-two week low of $318.38 and a fifty-two week high of $566.90. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.77 and a current ratio of 1.77. The firm has a 50 day moving average price of $409.46 and a 200 day moving average price of $466.03. The company has a market capitalization of $107.34 billion, a PE ratio of -571.92, a price-to-earnings-growth ratio of 17.51 and a beta of 1.07.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating 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 0.14%. The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter last year, the firm earned $1.03 EPS. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. Research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike declared that its board has approved a stock buyback 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 usually an indication that the company’s board believes its stock is undervalued.

Insider Transactions at CrowdStrike

In related news, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction that occurred on Thursday, January 15th. The shares were 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 in the company, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Michael Sentonas sold 19,367 shares of the firm’s stock in a transaction that occurred on Monday, March 23rd. The shares were sold at an average price of $411.06, for a total transaction of $7,960,999.02. Following the completion of the transaction, the president directly owned 406,944 shares of the company’s stock, valued at approximately $167,278,400.64. The trade was a 4.54% decrease in their position. 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. Insiders have sold 68,636 shares of company stock worth $28,690,657 in the last three months. Company insiders own 3.32% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Zacks Research raised shares of CrowdStrike from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 3rd. TD Cowen lowered their price target on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research report on Tuesday, February 24th. JPMorgan Chase & Co. lowered their price target on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. Wedbush reissued an “outperform” rating and set a $550.00 price target on shares of CrowdStrike in a research report on Wednesday, March 4th. Finally, Canaccord Genuity Group decreased their price target on CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a research note on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price 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.