Napean Trading & Investment Co Singapore PTE Ltd Grows Stock Holdings in CrowdStrike $CRWD

Napean Trading & Investment Co Singapore PTE Ltd raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 63.9% in the 3rd quarter, HoldingsChannel reports. The fund owned 11,314 shares of the company’s stock after buying an additional 4,411 shares during the quarter. CrowdStrike accounts for approximately 1.1% of Napean Trading & Investment Co Singapore PTE Ltd’s investment portfolio, making the stock its 29th biggest holding. Napean Trading & Investment Co Singapore PTE Ltd’s holdings in CrowdStrike were worth $5,548,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CRWD. Disciplined Equity Management Inc. lifted its position in CrowdStrike by 0.8% in the third 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 grew its holdings in shares of CrowdStrike by 6.4% during the third quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after purchasing an additional 20 shares during the last quarter. Financially Speaking Inc increased its position in shares of CrowdStrike by 26.7% during the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock worth $47,000 after purchasing an additional 20 shares in the last quarter. Fire Capital Management LLC lifted its holdings in shares of CrowdStrike by 1.7% in the 3rd quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock valued at $608,000 after purchasing an additional 21 shares during the last quarter. Finally, One Wealth Management Investment & Advisory Services LLC lifted its holdings in shares of CrowdStrike by 1.8% in the 3rd quarter. One Wealth Management Investment & Advisory Services LLC now owns 1,167 shares of the company’s stock valued at $572,000 after purchasing an additional 21 shares during the last quarter. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Price Performance

NASDAQ:CRWD opened at $350.33 on Tuesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The firm has a market cap of $88.32 billion, a price-to-earnings ratio of -278.04, a price-to-earnings-growth ratio of 21.86 and a beta of 1.03. The company’s 50-day moving average is $447.71 and its two-hundred day moving average is $471.61. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18.

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

Insider Activity at CrowdStrike

In related news, CEO George Kurtz sold 28,853 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Johanna Flower sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the sale, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,247 shares of company stock valued at $45,722,274 over the last three months. Insiders own 3.32% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike released its 2026 Global Threat Report highlighting that AI is accelerating attacks (average eCrime breakout time dropped to 29 minutes), which the company frames as validating greater need for its detection and response products. 2026 CrowdStrike Global Threat Report (Business Wire)
• Positive Sentiment: TD Cowen reiterated a Buy on CRWD, arguing Falcon Flex momentum and rising cyber threats underpin re?accelerating growth, which supports longer?term investor conviction despite near?term volatility. CrowdStrike: Falcon Flex Momentum… (TipRanks)
• Neutral Sentiment: Stifel cut its price target from $600 to $480 but kept a Buy rating — a sign analysts see value but are tempering near?term upside assumptions after recent volatility. Stifel adjusts price target on CrowdStrike (MarketScreener)
• Neutral Sentiment: Some strategists (e.g., Dan Ives) call the selloff a short?term “ghost trade,” arguing AI will ultimately be a tailwind for leading security vendors; this view moderates panic selling but hasn’t yet stabilized flows. Cybersecurity Stocks CRWD, ZS, NET Plunge… (TipRanks)
• Negative Sentiment: Anthropic’s launch of Claude Code Security — an AI tool that scans and suggests fixes for code vulnerabilities — triggered a sharp re?pricing across cybersecurity names as investors fear parts of traditional security workflows could be automated or redefined. Cybersecurity stocks tank after Anthropic unveils Claude Code Security (Cointelegraph)
• Negative Sentiment: News outlets and market reports highlight broad selling in cybersecurity names — including CrowdStrike — on fears that new AI tools could compress pricing, reduce feature differentiation, or alter customer spending patterns. CrowdStrike, Datadog and other cybersecurity stocks slide (Reuters)
• Negative Sentiment: Coverage pieces (Barron’s, CNBC, Fool) emphasize the difficulty for AI?battered tech stocks to rebound quickly, amplifying risk?off flows into CRWD today. IBM, CrowdStrike, Other AI?Battered Stocks Struggle to Rebound (Barron’s)

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Weiss Ratings reiterated a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $500.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Wedbush reiterated an “outperform” rating and issued a $600.00 price target on shares of CrowdStrike in a research report on Monday, December 1st. Citigroup raised their price objective on shares of CrowdStrike from $595.00 to $610.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Finally, Susquehanna lifted their price objective on shares of CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research note on Wednesday, December 3rd. Thirty analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and a consensus price target of $546.26.

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.