CrowdStrike $CRWD Shares Purchased by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC boosted its stake in CrowdStrike (NASDAQ:CRWD) by 10.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,653 shares of the company’s stock after buying an additional 1,181 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in CrowdStrike were worth $6,205,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of CrowdStrike by 1.9% during the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after purchasing an additional 445,926 shares in the last quarter. State Street Corp lifted its holdings in CrowdStrike by 3.6% in the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock valued at $5,502,917,000 after purchasing an additional 370,965 shares in the last quarter. Geode Capital Management LLC lifted its holdings in CrowdStrike by 5.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after purchasing an additional 273,922 shares in the last quarter. Laurel Wealth Advisors LLC boosted its stake in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares during the last quarter. Finally, Norges Bank acquired a new stake in CrowdStrike during the 2nd quarter worth $1,638,365,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CRWD. Berenberg Bank set a $600.00 target price on shares of CrowdStrike and gave the company a “buy” rating in a research report on Friday, January 9th. 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. BTIG Research dropped their price objective on shares of CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research note on Monday, March 2nd. DA Davidson increased their price objective on shares of CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Citigroup cut their price objective on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating for the company 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. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $505.98.

CrowdStrike Trading Up 0.7%

Shares of CRWD stock opened at $428.99 on Friday. The company has a current ratio of 1.77, a quick ratio of 1.81 and a debt-to-equity ratio of 0.17. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The company’s 50-day moving average price is $431.56 and its 200-day moving average price is $468.93. The stock has a market cap of $108.15 billion, a price-to-earnings ratio of -579.71, a PEG ratio of 20.96 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.02. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. CrowdStrike’s revenue was up 23.8% compared to the same quarter last year. During the same period last year, the business earned $1.03 earnings per share. As a group, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In other news, President Michael Sentonas sold 11,461 shares of CrowdStrike 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 sale, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Johanna Flower sold 3,000 shares of the company’s 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 transaction, the director owned 76,082 shares in the company, valued at $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 91,947 shares of company stock worth $41,438,616. Insiders own 3.32% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
• Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
• Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
• Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
• Negative Sentiment: Several firms trimmed price targets (Jefferies $600?$500; Citi $610?$525; Argus $600?$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike

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.