Mariner LLC Grows Position in CrowdStrike $CRWD

Mariner LLC raised its holdings in CrowdStrike (NASDAQ:CRWD) by 7.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 494,823 shares of the company’s stock after purchasing an additional 34,724 shares during the period. Mariner LLC’s holdings in CrowdStrike were worth $242,644,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Laurel Wealth Advisors LLC boosted its holdings in CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after buying an additional 4,285,640 shares during the period. Norges Bank bought a new stake in CrowdStrike during the 2nd quarter valued at $1,638,365,000. Vestor Capital LLC lifted its position 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 acquiring an additional 976,822 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of CrowdStrike by 2.6% during the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after acquiring an additional 596,007 shares in the last quarter. Finally, First Trust Advisors LP boosted its holdings in shares of CrowdStrike by 19.9% in the third quarter. First Trust Advisors LP now owns 2,599,902 shares of the company’s stock worth $1,274,940,000 after acquiring an additional 431,382 shares during the period. Institutional investors own 71.16% of the company’s stock.

Analyst Ratings Changes

CRWD has been the topic of a number of analyst reports. Macquarie Infrastructure reiterated a “neutral” rating and set a $485.00 price objective on shares of CrowdStrike in a research note on Tuesday, January 27th. Citigroup reduced their target price on CrowdStrike from $610.00 to $525.00 and set a “buy” rating for the company in a report on Wednesday, March 4th. Truist Financial decreased their price target on CrowdStrike from $600.00 to $550.00 and set a “buy” rating on the stock in a research report on Tuesday, February 17th. KeyCorp reissued a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Finally, Mizuho cut their price objective on shares of CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research report on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, CrowdStrike presently has a consensus rating of “Moderate Buy” and an average target price of $506.26.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, CFO Burt W. Podbere sold 10,516 shares of CrowdStrike 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 $86,571,169.62. The trade was a 5.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Anurag Saha sold 1,530 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $734,063.40. Following the sale, the chief accounting officer directly owned 44,562 shares of the company’s stock, valued at approximately $21,379,956.36. This trade represents a 3.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 90,024 shares of company stock worth $40,424,241 over the last quarter. Company insiders own 3.32% of the company’s stock.

CrowdStrike Stock Performance

Shares of NASDAQ CRWD opened at $423.84 on Tuesday. The stock’s 50-day moving average is $427.97 and its 200 day moving average is $469.88. The stock has a market cap of $107.49 billion, a price-to-earnings ratio of -572.75, a P/E/G ratio of 19.38 and a beta of 1.07. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating 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 0.14%. The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the business earned $1.03 earnings per share. The business’s quarterly revenue was up 23.8% on a year-over-year basis. On average, sell-side analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike expanded its partnership with NVIDIA to embed Falcon into NVIDIA’s AI stack and OpenShell runtime, positioning Falcon as a native security layer for enterprise AI agents — a strategic move to make CrowdStrike infrastructure for AI deployments. CrowdStrike NVIDIA Alliance Embeds Falcon In AI Agent Security Stack
• Positive Sentiment: The company released a Secure-by-Design AI Blueprint and announced Agentic MDR enhancements with NVIDIA tooling, claiming materially faster investigations (5x) and higher triage accuracy (3x) — concrete product differentiation that supports upsell into AI security budgets. CrowdStrike Unveils Secure-by-Design AI Blueprint for AI Agents Built with NVIDIA
• Positive Sentiment: Operational momentum: Falcon Flex ARR topped $1.69B in Q4 FY26, highlighting platform monetization and recurring revenue growth that could drive longer-term ARR expansion. Can Falcon Flex Drive CrowdStrike’s Next Phase of ARR Growth?
• Neutral Sentiment: Industry narratives are increasingly bullish on AI security (CrowdStrike is frequently cited alongside Okta as foundational infrastructure), which supports a larger TAM but is more thematic than immediately revenue-confirming. Okta and CrowdStrike Could Be the Backbone of AI Security
• Negative Sentiment: Macro/sector pressure: software names have been under pressure as investors reprice AI expectations and rotate out of growth names, a dynamic contributing to CrowdStrike’s pullback despite product wins. Software Stocks Are Down—Expert Says These 3 Names Still Look Strong
• Negative Sentiment: Competitive noise: peers like SentinelOne are reporting wins and profitability milestones (including a noted deal displacing a competitor), underscoring competitive pressure in endpoint security that can temper sentiment. A Market Divided on SentinelOne’s Future

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.