Evanson Asset Management LLC Has $965,000 Stock Holdings in CrowdStrike $CRWD

Evanson Asset Management LLC grew its holdings in CrowdStrike (NASDAQ:CRWD) by 253.0% during the 4th quarter, HoldingsChannel reports. The firm owned 2,058 shares of the company’s stock after purchasing an additional 1,475 shares during the quarter. Evanson Asset Management LLC’s holdings in CrowdStrike were worth $965,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of CRWD. Vanguard Group Inc. lifted its position in shares of CrowdStrike by 1.9% during the 3rd quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after buying an additional 445,926 shares during the last quarter. State Street Corp grew its position in CrowdStrike by 1.1% in the third quarter. State Street Corp now owns 10,922,290 shares of the company’s stock valued at $5,356,073,000 after acquiring an additional 117,639 shares during the last quarter. Laurel Wealth Advisors LLC grew its position in CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares during the last quarter. Norges Bank acquired a new position in CrowdStrike during the second quarter worth about $1,638,365,000. Finally, Invesco Ltd. raised its stake in CrowdStrike by 10.8% during the second quarter. Invesco Ltd. now owns 2,775,980 shares of the company’s stock worth $1,413,834,000 after acquiring an additional 269,562 shares in the last quarter. Institutional investors own 71.16% of the company’s stock.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike launched multiple AI-centric product suites (Agentic MDR, Falcon Data Security, adversary-informed cloud risk prioritization) that reinforce its positioning as an AI-native security platform; these are clear long-term revenue and upsell catalysts. Adversary-Informed Cloud Risk Prioritization
• Positive Sentiment: CrowdStrike introduced Agentic MDR and Flex for Services to monetize managed services and flexible consumption — a move that can expand ARR and attach high-margin services to the Falcon platform. Flex for Services
• Positive Sentiment: Integration wins and partnerships — notably Falcon Next‑Gen SIEM support for Microsoft Defender — help crowdstrike broaden TAM and ease enterprise adoption friction. Microsoft Defender integration
• Neutral Sentiment: Short‑interest data reports for March appear inconsistent (zeros/NaN across feeds), so published “big increase” headlines may be noisy — treat short‑interest signals cautiously.
• Negative Sentiment: Today’s sell‑off looks driven more by sector rotation: risk‑off sentiment in high‑multiple software and fears that AI tools (and large cloud players) could pressure pricing and growth expectations for premium security vendors. QuiverQuant analysis
• Negative Sentiment: News and chatter about third‑party AI automation (e.g., Amazon) raising questions about the SaaS model and enterprise AI spend has added to near‑term pressure. Benzinga coverage
• Negative Sentiment: Analyst price‑target trims on expensive software multiples and visible insider selling/portfolio reshuffling among large institutions have incrementally weighed on sentiment, making CRWD more sensitive to market pullbacks. Insider & analyst notes

CrowdStrike Stock Down 4.9%

NASDAQ:CRWD opened at $392.99 on Wednesday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The company has a market cap of $99.67 billion, a PE ratio of -531.06, a P/E/G ratio of 18.13 and a beta of 1.06. The firm’s 50 day simple moving average is $422.08 and its 200 day simple moving average is $469.93.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, beating 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%. The company’s revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.03 EPS. On average, research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on CRWD shares. Macquarie Infrastructure restated a “neutral” rating and issued a $485.00 price target on shares of CrowdStrike in a research note on Tuesday, January 27th. KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Canaccord Genuity Group cut their target price on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a research report on Wednesday, March 4th. TD Cowen decreased their target price on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research note on Tuesday, February 24th. Finally, Jefferies Financial Group lowered their price target on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a report on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have given a Hold rating and one has 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 $506.26.

Insider Buying and Selling

In related news, CFO Burt W. Podbere sold 7,871 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value of $3,272,604.38. Following the completion of the sale, the chief financial officer directly owned 169,613 shares in the company, valued at $70,521,693.14. This represents a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the transaction, the chief executive officer directly owned 2,054,902 shares of the company’s stock, valued at approximately $848,695,075.02. This represents a 1.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 48,131 shares of company stock valued at $20,261,872 over the last 90 days. 3.32% of the stock is owned by insiders.

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.