Steinberganna Wealth Management Invests $3.43 Million in CrowdStrike $CRWD

Steinberganna Wealth Management purchased a new stake in CrowdStrike (NASDAQ:CRWD) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 7,000 shares of the company’s stock, valued at approximately $3,433,000. CrowdStrike makes up about 1.6% of Steinberganna Wealth Management’s investment portfolio, making the stock its 14th biggest holding.

Several other institutional investors and hedge funds have also bought and sold shares of CRWD. Advyzon Investment Management LLC boosted 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 worth $461,000 after acquiring an additional 533 shares in the last quarter. Carnegie Investment Counsel raised its position in CrowdStrike by 6.7% during the third quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after purchasing an additional 1,428 shares in the last quarter. Silver Oak Securities Incorporated lifted 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 purchasing an additional 2,357 shares during the last quarter. Perpetual Ltd boosted its holdings in shares of CrowdStrike by 205.9% in the 3rd quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock valued at $762,000 after purchasing an additional 1,046 shares in the last quarter. Finally, Grant Private Wealth Management Inc bought a new position in shares of CrowdStrike in the 3rd quarter valued at $1,690,000. Institutional investors own 71.16% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on CRWD shares. Cowen restated a “buy” rating on shares of CrowdStrike in a research report on Thursday. BNP Paribas Exane boosted their target price on CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research note on Wednesday, December 3rd. Loop Capital set a $550.00 price target on shares of CrowdStrike in a research note on Thursday, December 11th. Daiwa Capital Markets lifted their price target on shares of CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a report on Tuesday, December 9th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $353.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $555.10.

Insider Buying and Selling at CrowdStrike

In other news, CEO George Kurtz sold 17,550 shares of the firm’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the completion of the transaction, the chief executive officer directly owned 2,090,532 shares in the company, valued at $1,006,340,294.16. This trade represents a 0.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value 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. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 73,395 shares of company stock worth $36,920,217 over the last 90 days. Company insiders own 3.32% of the company’s stock.

CrowdStrike Trading Down 3.1%

CRWD opened at $463.87 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The company’s 50 day moving average price is $503.93 and its two-hundred day moving average price is $481.77. The firm has a market capitalization of $116.94 billion, a price-to-earnings ratio of -368.15, a PEG ratio of 115.19 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Tuesday, December 2nd. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company’s revenue for the quarter was up 21.8% on a year-over-year basis. During the same quarter last year, the firm earned $0.93 earnings per share. 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, research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to buy identity security startup SGNL for about $740 million to bolster identity and AI-era defenses on its Falcon platform — a strategic fit that expands real‑time identity protection across cloud and SaaS environments. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Positive Sentiment: Some sell‑side analysts remain constructive — William Blair reiterated a Buy and other firms highlight Falcon platform momentum and expanding multi‑module adoption after a strong quarter, supporting longer‑term growth expectations. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Neutral Sentiment: CrowdStrike’s recent quarter showed revenue and EPS beats and raised FY guidance (discussed in recent analyst notes), underlining continued ARR and Falcon Flex traction — a fundamental positive, but already priced into a premium valuation. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Negative Sentiment: Despite strategic rationale, the $740M cash purchase triggered a negative market reaction — shares fell on concerns about near‑term dilution, cash spend and the premium paid for SGNL. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves
• Negative Sentiment: Some analysts and investors flagged valuation risk after the deal; Robert W. Baird maintained a Hold citing valuation concerns even as it acknowledged the identity push. That caution likely amplified selling pressure. CrowdStrike: SGNL Deal Strengthens Identity Platform, but Valuation Keeps Rating at Hold

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.