CrowdStrike $CRWD Shares Purchased by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. boosted its stake in CrowdStrike (NASDAQ:CRWD) by 27.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 465,708 shares of the company’s stock after buying an additional 99,668 shares during the quarter. CrowdStrike makes up approximately 0.6% of Rockefeller Capital Management L.P.’s portfolio, making the stock its 23rd largest holding. Rockefeller Capital Management L.P. owned approximately 0.19% of CrowdStrike worth $237,190,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of CrowdStrike by 4.1% in the first quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock worth $8,051,011,000 after acquiring an additional 908,554 shares during the last quarter. Geode Capital Management LLC boosted its stake in CrowdStrike by 5.0% during the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock worth $2,903,752,000 after purchasing an additional 273,922 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of CrowdStrike by 52.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock worth $977,149,000 after buying an additional 955,529 shares in the last quarter. Goldman Sachs Group Inc. raised its position in shares of CrowdStrike by 39.9% in the first quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock valued at $939,747,000 after buying an additional 760,222 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in shares of CrowdStrike by 16.4% in the first quarter. Invesco Ltd. now owns 2,506,418 shares of the company’s stock worth $883,713,000 after buying an additional 352,473 shares in the last quarter. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, President Michael Sentonas sold 10,000 shares of the company’s stock in a transaction on Friday, October 10th. The shares were sold at an average price of $515.00, for a total value of $5,150,000.00. Following the completion of the transaction, the president owned 354,116 shares in the company, valued at approximately $182,369,740. This represents a 2.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Burt W. Podbere sold 1,957 shares of the stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $550.41, for a total transaction of $1,077,152.37. Following the completion of the transaction, the chief financial officer directly owned 218,467 shares in the company, valued at $120,246,421.47. This trade represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 116,622 shares of company stock valued at $58,561,456 over the last 90 days. Insiders own 3.32% of the company’s stock.

CrowdStrike Price Performance

CRWD stock opened at $537.55 on Friday. The business’s 50-day moving average is $499.74 and its two-hundred day moving average is $471.74. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. The firm has a market capitalization of $134.90 billion, a P/E ratio of -451.72, a P/E/G ratio of 126.32 and a beta of 1.16. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, topping analysts’ consensus estimates of $0.83 by $0.10. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same quarter in the previous year, the firm posted $1.04 earnings per share. The company’s revenue was up 21.4% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently commented on CRWD. Westpark Capital reaffirmed a “hold” rating on shares of CrowdStrike in a report on Wednesday, October 15th. Rosenblatt Securities reiterated a “buy” rating and set a $490.00 price target on shares of CrowdStrike in a report on Thursday, September 18th. KeyCorp upped their price objective on shares of CrowdStrike from $495.00 to $510.00 and gave the company an “overweight” rating in a report on Thursday, September 18th. Daiwa Capital Markets lifted their target price on shares of CrowdStrike from $475.00 to $530.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 24th. Finally, Morgan Stanley increased their price target on shares of CrowdStrike from $475.00 to $515.00 and gave the company an “equal weight” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and an average price target of $516.93.

CrowdStrike Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.