CrowdStrike $CRWD Shares Bought by Grandview Asset Management LLC

Grandview Asset Management LLC increased its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 8.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,683 shares of the company’s stock after buying an additional 1,170 shares during the quarter. CrowdStrike accounts for about 2.0% of Grandview Asset Management LLC’s holdings, making the stock its 10th biggest holding. Grandview Asset Management LLC’s holdings in CrowdStrike were worth $7,200,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Laurel Wealth Advisors LLC increased its position 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 in the last quarter. Norges Bank bought a new stake in shares of CrowdStrike during the second quarter worth $1,638,365,000. Vestor Capital LLC increased its holdings in shares of CrowdStrike by 269,840.3% during the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after buying an additional 976,822 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of CrowdStrike by 52.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock valued at $977,149,000 after acquiring an additional 955,529 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of 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. Institutional investors own 71.16% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analyst upgrades and price-target revisions in Q4 pushed sentiment notably higher; MarketBeat highlights 40 bullish updates that strengthened a Moderate Buy consensus and imply double-digit (and in some scenarios ~20%+) upside for CRWD into 2026. 5 Stocks Wall Street Repriced Higher Heading Into 2026 (CRWD)
• Positive Sentiment: Product adoption is accelerating: Zacks reports Falcon Flex ARR topped ~$1.35B as large expansions and “re-Flex” deals are driving platform adoption — a direct revenue-growth signal that supports higher forward estimates. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Partnerships and an expanded AI-focused accelerator with AWS and NVIDIA reinforce CrowdStrike’s AI/security narrative and ecosystem reach — a strategic win for long-term product differentiation and go-to-market. (Coverage in Yahoo/analysis explores whether this reshapes CrowdStrike’s long-term story.) Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)?
• Positive Sentiment: CrowdStrike, AWS and NVIDIA formally announced the 2026 Cybersecurity Startup Accelerator (35 startups selected), signaling continued investment in AI-driven cloud security innovation and pipeline development. CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Zacks’ broader analyst blog groups CrowdStrike with defense/tech beneficiaries of recent geopolitical shifts — a background macro tailwind but not an immediate company-specific catalyst. The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
• Neutral Sentiment: CrowdStrike CEO’s reported ~$300M purchase of part of the Mercedes F1 team drew headlines — a high-profile personal investment that signals insider wealth but is not a direct operational catalyst. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Negative Sentiment: Valuation concerns persist: The Motley Fool and other coverage flag CrowdStrike among the pricier AI/security names, warning that frothy multiples could limit upside if growth disappoints. That narrative can cap near-term upside and increase sensitivity to execution misses. Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story. Here Are 2 AI Stocks With the Frothiest Valuations.
• Negative Sentiment: Competitive pressure noted in MarketBeat’s SentinelOne piece highlights a cheaper rival with upside potential — a reminder that relative valuation and share gains at peers can temper CRWD’s momentum. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity (CRWD)

Insiders Place Their Bets

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of the business’s stock in a transaction that occurred 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 transaction, the chief financial officer directly owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO George Kurtz sold 17,550 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the sale, the chief executive officer directly owned 2,090,532 shares of the company’s stock, valued at approximately $1,006,340,294.16. This trade represents a 0.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 98,395 shares of company stock valued at $49,645,217 in the last 90 days. Company insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on CRWD shares. Scotiabank reaffirmed an “outperform” rating on shares of CrowdStrike in a report on Wednesday, December 3rd. Evercore ISI upped their price objective on CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a research note on Wednesday, December 3rd. Wedbush reiterated an “outperform” rating and issued a $600.00 price objective on shares of CrowdStrike in a report on Monday, December 1st. Guggenheim reissued a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $555.10.

CrowdStrike Trading Up 0.7%

NASDAQ:CRWD opened at $456.55 on Tuesday. 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 quick ratio of 1.81 and a current ratio of 1.81. The firm’s fifty day moving average is $508.53 and its 200-day moving average is $482.04. The firm has a market cap of $115.10 billion, a P/E ratio of -362.34, a P/E/G ratio of 109.10 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. CrowdStrike’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.93 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Equities analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike 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.