Robeco Institutional Asset Management B.V. Boosts Stock Holdings in CrowdStrike $CRWD

Robeco Institutional Asset Management B.V. lifted its position in shares of CrowdStrike (NASDAQ:CRWD) by 537.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 234,927 shares of the company’s stock after acquiring an additional 198,070 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in CrowdStrike were worth $115,204,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the company. Advyzon Investment Management LLC increased its position in shares of CrowdStrike by 142.9% during the 2nd quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after purchasing an additional 533 shares during the last quarter. Carnegie Investment Counsel boosted its stake in CrowdStrike by 6.7% during the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock worth $11,083,000 after buying an additional 1,428 shares during the period. Silver Oak Securities Incorporated boosted its stake in CrowdStrike by 394.8% during the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock worth $1,449,000 after buying an additional 2,357 shares during the period. Perpetual Ltd increased its position in CrowdStrike by 205.9% during the third quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock valued at $762,000 after acquiring an additional 1,046 shares during the last quarter. Finally, Grant Private Wealth Management Inc bought a new position in CrowdStrike during the third quarter valued at $1,690,000. 71.16% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts repriced CrowdStrike higher after a strong Q4 narrative—MarketBeat notes 40+ bullish updates in Q4, a firmer Moderate Buy consensus and higher price targets implying meaningful upside for 2026. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Positive Sentiment: Product/ARR momentum: Zacks reports Falcon Flex ARR has crossed ~$1.35B, signaling accelerated platform adoption and meaningful recurring-revenue expansion—an important fundamental driver for valuation support. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Partnerships and ecosystem reach: coverage examines CrowdStrike’s expanded AI security work with AWS and NVIDIA and the company’s accelerator selecting 35 AI/cyber startups—these moves strengthen the AI/cloud security narrative and long-term TAM. Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)? CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Valuation check: recent write-ups reassess CRWD after share-price pressure and multi-year gains—discussion is balanced: growth story intact but stretched multiples keep the stock sensitive to execution. Assessing CrowdStrike (CRWD) Valuation After Recent Share Price Pressure And Multi‑Year Gains
• Neutral Sentiment: CEO extracurricular purchase: coverage of the CEO’s reported ~$300M buy into a Mercedes F1 stake is mostly a governance/PR item—not a direct company catalyst, but worth noting for investor perception. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Neutral Sentiment: Macro/sector context: a Zacks analyst roundup flags defense, tech and cybersecurity among potential beneficiaries from shifting geopolitics—helps explain sector interest but isn’t CRWD-specific. The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
• Negative Sentiment: Competition and relative valuation risk: MarketBeat and The Motley Fool note SentinelOne’s deep-value story and broader concerns that CrowdStrike trades at a premium among AI/security names—heightened competition and “frothy” AI valuation talk can cap upside and make CRWD sensitive to execution misses. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story

Insiders Place Their Bets

In other news, CAO Anurag Saha sold 836 shares of the stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the transaction, the chief accounting officer owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. This represents a 1.88% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Sameer K. Gandhi sold 1,879 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the transaction, the director owned 763,027 shares in the company, valued at approximately $402,504,372.77. This represents a 0.25% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 83,395 shares of company stock worth $42,070,217. 3.32% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on CRWD. Zacks Research lowered shares of CrowdStrike from a “strong-buy” rating to a “hold” rating in a report on Wednesday, December 24th. Sanford C. Bernstein reissued a “market perform” rating and issued a $353.00 price objective on shares of CrowdStrike in a research report on Wednesday, December 3rd. Roth Capital reissued a “buy” rating and issued a $510.00 price objective (up previously from $410.00) on shares of CrowdStrike in a research note on Thursday, September 18th. Deutsche Bank Aktiengesellschaft boosted their target price on CrowdStrike from $435.00 to $475.00 and gave the company a “hold” rating in a research report on Wednesday, December 3rd. Finally, JPMorgan Chase & Co. increased their price target on CrowdStrike from $500.00 to $580.00 and gave the stock an “overweight” rating in a report on Monday, December 1st. Thirty-two analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus target price of $555.10.

CrowdStrike Stock Performance

Shares of NASDAQ:CRWD opened at $458.32 on Wednesday. The firm has a market cap of $115.54 billion, a PE ratio of -363.75, a price-to-earnings-growth ratio of 109.81 and a beta of 1.03. The firm’s 50 day simple moving average is $506.76 and its 200-day simple moving average is $481.92. 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 0.18, a quick ratio of 1.81 and a current ratio of 1.81.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The firm had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the previous year, the business earned $0.93 earnings per share. CrowdStrike’s quarterly revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities analysts predict 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.