Cresset Asset Management LLC Buys 20,128 Shares of CrowdStrike $CRWD

Cresset Asset Management LLC grew its stake in CrowdStrike (NASDAQ:CRWD) by 101.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 39,910 shares of the company’s stock after acquiring an additional 20,128 shares during the quarter. Cresset Asset Management LLC’s holdings in CrowdStrike were worth $19,571,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. NZS Capital LLC grew its stake in CrowdStrike by 48.4% in the third quarter. NZS Capital LLC now owns 10,111 shares of the company’s stock valued at $4,958,000 after purchasing an additional 3,299 shares during the last quarter. Claro Advisors LLC boosted its holdings in shares of CrowdStrike by 4.2% in the 3rd quarter. Claro Advisors LLC now owns 2,147 shares of the company’s stock valued at $1,053,000 after buying an additional 87 shares in the last quarter. Comprehensive Financial Planning Inc. PA grew its position in shares of CrowdStrike by 0.5% in the 3rd quarter. Comprehensive Financial Planning Inc. PA now owns 4,439 shares of the company’s stock worth $2,177,000 after buying an additional 23 shares during the last quarter. Level Four Advisory Services LLC raised its stake in shares of CrowdStrike by 7.0% during the 3rd quarter. Level Four Advisory Services LLC now owns 2,078 shares of the company’s stock worth $1,019,000 after acquiring an additional 136 shares in the last quarter. Finally, Focus Partners Advisor Solutions LLC lifted its position in CrowdStrike by 12.2% during the third quarter. Focus Partners Advisor Solutions LLC now owns 3,321 shares of the company’s stock valued at $1,777,000 after acquiring an additional 361 shares during the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other CrowdStrike news, Director Denis Oleary sold 7,750 shares of the stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the sale, the director directly owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This trade represents a 41.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president owned 342,655 shares of the company’s stock, valued at $164,399,015.90. The trade was a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock valued at $45,722,274 over the last quarter. Insiders own 3.32% of the company’s stock.

Wall Street Analysts Forecast Growth

CRWD has been the topic of several analyst reports. Evercore cut their price target on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. BNP Paribas Exane dropped their target price on CrowdStrike from $450.00 to $400.00 and set a “neutral” rating on the stock in a research note on Wednesday. Oppenheimer reduced their target price on CrowdStrike from $580.00 to $500.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 24th. Wedbush reissued an “outperform” rating and issued a $550.00 price target on shares of CrowdStrike in a report on Wednesday. Finally, Susquehanna upped their price objective on shares of CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a report on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $509.49.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results and ARR strength — CrowdStrike beat modestly on revenue and EPS, reported record ending ARR (~$5.25B) and strong net-new ARR, which supports the recurring-revenue story that investors prize. CrowdStrike Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Guidance in line to slightly ahead — company Q1 and FY27 EPS/revenue guidance came in around or above consensus, giving investors confidence that growth is durable into FY27. Earnings release / guidance
• Positive Sentiment: Geopolitical tailwind — recent Iran-related tensions have increased focus on cyberthreat risk, boosting demand expectations for cybersecurity vendors including CrowdStrike. How the Recent Geopolitical Flashpoint Adds a Relevance Boost for CrowdStrike Stock
• Positive Sentiment: Analyst upgrades / price-target raises — several firms raised targets or reiterated buys after the print (examples include DA Davidson, Stephens, Rosenblatt and new Wells Fargo coverage), which supports near-term upside. Analyst sees further upside as CrowdStrike rallies on Q4 earnings
• Neutral Sentiment: Mixed Wall Street reaction — some firms trimmed targets while others raised them; consensus remains net-bullish but price-target dispersion increased, keeping directionality mixed. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Technical headwinds — the stock remains below its 50- and 200-day moving averages, so momentum traders may be cautious until those levels are reclaimed. CrowdStrike Beats, But AI Concerns Persist
• Neutral Sentiment: Short-interest reporting in feeds shows anomalous ‘0’ figures and is not signaling a meaningful squeeze; ignore those placeholders unless updated.
• Negative Sentiment: Agentic-AI and pricing risk — analysts and commentators flagged that more capable AI agents could compress software pricing or reduce module needs over time, a structural risk for premium-priced platforms. CrowdStrike Beats, But AI Fears Still Win
• Negative Sentiment: Insider selling and valuation concerns — elevated insider sales disclosed in some data feeds and commentary about a rich valuation/P/E multiple keep the bear case alive for momentum reversals. QuiverQuant: Q4 release & insider activity
• Negative Sentiment: Several major shops trimmed targets — the flurry of downgrades/target cuts (UBS, Deutsche, BNP, Goldman adjustments among others) increases headline risk even though some still rate CRWD a buy. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

CrowdStrike Trading Up 4.2%

CrowdStrike stock opened at $407.68 on Thursday. The stock has a 50-day moving average price of $433.61 and a 200 day moving average price of $468.86. The company has a market capitalization of $102.78 billion, a price-to-earnings ratio of -550.91, a price-to-earnings-growth ratio of 22.02 and a beta of 1.06. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.15%. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.30 billion. During the same period last year, the firm posted $1.03 EPS. CrowdStrike’s revenue for the quarter was up 23.8% compared to the same quarter last year. Sell-side analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

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.