Cookson Peirce & Co. Inc. Sells 2,729 Shares of CrowdStrike $CRWD

Cookson Peirce & Co. Inc. cut its holdings in CrowdStrike (NASDAQ:CRWD) by 3.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 88,336 shares of the company’s stock after selling 2,729 shares during the quarter. CrowdStrike makes up 1.8% of Cookson Peirce & Co. Inc.’s portfolio, making the stock its 14th largest position. Cookson Peirce & Co. Inc.’s holdings in CrowdStrike were worth $43,318,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after purchasing an additional 2,417 shares in the last quarter. Empowered Funds LLC raised its position in CrowdStrike by 3.6% in the 1st quarter. Empowered Funds LLC now owns 4,812 shares of the company’s stock worth $1,697,000 after purchasing an additional 169 shares during the last quarter. Hunter Associates Investment Management LLC bought a new position in CrowdStrike in the 2nd quarter valued at $284,000. Cornerstone Wealth Group LLC bought a new position in CrowdStrike in the 2nd quarter valued at $228,000. Finally, Moran Wealth Management LLC raised its position in shares of CrowdStrike by 68.0% during the second quarter. Moran Wealth Management LLC now owns 1,378 shares of the company’s stock worth $702,000 after acquiring an additional 558 shares during the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on CRWD shares. Capital One Financial decreased their price target on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. Robert W. Baird raised their target price on shares of CrowdStrike from $490.00 to $550.00 and gave the company a “neutral” rating in a research note on Friday, November 14th. Weiss Ratings reissued a “sell (d+)” rating on shares of CrowdStrike in a research note on Monday, December 29th. Morgan Stanley raised their price objective on shares of CrowdStrike from $515.00 to $537.00 and gave the company an “equal weight” rating in a research note on Thursday, December 18th. Finally, Argus upped their target price on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Thirty-one investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus price target of $553.73.

CrowdStrike Trading Down 1.0%

CRWD opened at $411.54 on Friday. The firm’s fifty day moving average is $462.19 and its two-hundred day moving average is $473.57. The firm has a market cap of $103.75 billion, a PE ratio of -326.62, a price-to-earnings-growth ratio of 23.80 and a beta of 1.03. CrowdStrike has a twelve month low of $298.00 and a twelve month 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.

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

Insider Activity at CrowdStrike

In other CrowdStrike news, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the sale, the chief accounting officer directly owned 43,726 shares in the company, valued at approximately $20,849,868.58. This trade represents a 1.88% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, 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 completion of the transaction, the president directly owned 342,655 shares in the company, valued at approximately $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 90 days. Insiders own 3.32% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication — the report highlights the most 5‑star reviews, highest capability rating (4.7 tied) and a 96% willingness‑to‑recommend score, reinforcing CrowdStrike’s product credibility and enterprise demand. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights ‘Voice of the Customer’ for User Authentication Report
• Positive Sentiment: NordVPN selected CrowdStrike to power Threat Protection Pro for millions of consumers, extending CrowdStrike’s threat‑intelligence reach into consumer VPN offerings and opening a large addressable market outside enterprise. NordVPN Selects CrowdStrike to Deliver Industry-Leading Threat Intelligence to Millions of Consumers
• Positive Sentiment: High‑profile bullish commentary (Jim Cramer) and inclusion on analyst roundups of top cyber names are supporting sentiment that CrowdStrike is a leading play in cybersecurity secular growth. I love CrowdStrike (CRWD) here, says Jim Cramer
• Positive Sentiment: Coverage pieces naming CrowdStrike among JPMorgan/industry picks for cyber stocks ready to surge help underpin a narrative of durable secular demand for security products despite macro pressure. Surviving the SaaS-pocalypse: JPMorgan’s 3 Top Cyber Stocks Ready to Surge
• Neutral Sentiment: Analyst/feature articles note CrowdStrike’s strong product positioning and say the stock is near a 1‑year low — that could attract long‑term buyers but also signals valuation sensitivity if sector sentiment stays weak. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: General investor writeups asking if CRWD is “one of the best high‑growth cybersecurity stocks” provide more visibility but are informational rather than immediate catalysts. Is CrowdStrike Holdings Inc. (CRWD) One of the Best High-Growth Cybersecurity Stocks to Buy?
• Negative Sentiment: Coverage also notes CrowdStrike has been caught up in a broader software/SaaS sell‑off and AI/tech rotation, which is pressuring the stock despite company‑level wins. The Smartest Growth Stock to Buy With $1,000 Right Now (MarketBeat link)
• Neutral Sentiment: Short‑interest notices show reports of a “large increase” to 0 shares with NaN deltas — the data appears inconsistent and could create short‑interest confusion but not a clear catalyst until corrected/clarified by exchanges.

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.