TimesSquare Capital Management LLC Reduces Stock Position in CrowdStrike $CRWD

TimesSquare Capital Management LLC lowered its stake in shares of CrowdStrike (NASDAQ:CRWD) by 49.3% in the third quarter, Holdings Channel reports. The institutional investor owned 39,653 shares of the company’s stock after selling 38,500 shares during the quarter. TimesSquare Capital Management LLC’s holdings in CrowdStrike were worth $19,445,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Laurel Wealth Advisors LLC boosted its holdings in shares of CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares during the period. Norges Bank bought a new position in CrowdStrike in the 2nd quarter worth approximately $1,638,365,000. Vestor Capital LLC increased its position in CrowdStrike by 269,840.3% in the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after acquiring an additional 976,822 shares during the period. Vanguard Group Inc. raised its stake in CrowdStrike by 2.6% during 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 boosted its position in CrowdStrike by 3.6% during the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after acquiring an additional 370,965 shares during the period. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Stock Up 4.4%

Shares of CrowdStrike stock opened at $429.64 on Monday. The firm has a market cap of $108.31 billion, a price-to-earnings ratio of -340.98, a P/E/G ratio of 24.59 and a beta of 1.03. The stock has a 50-day simple moving average of $460.54 and a 200-day simple moving average of $473.40. 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 current ratio of 1.81 and a quick ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same period in the previous year, the company earned $0.93 EPS. On average, equities research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Activity

In other news, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares of the company’s stock, valued at approximately $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 accessible through this link. Also, 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 transaction of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Truist Financial upped their price objective on shares of CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, November 18th. Rosenblatt Securities cut their price target on shares of CrowdStrike from $630.00 to $555.00 and set a “buy” rating on the stock in a report on Thursday. Robert W. Baird increased their target price on CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a report on Friday, November 14th. Finally, BMO Capital Markets raised their target price on CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $552.17.

Trending Headlines about CrowdStrike

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.

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.