Shell Asset Management Co. Sells 8,416 Shares of CrowdStrike $CRWD

Shell Asset Management Co. lessened its stake in CrowdStrike (NASDAQ:CRWD) by 74.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,882 shares of the company’s stock after selling 8,416 shares during the period. Shell Asset Management Co.’s holdings in CrowdStrike were worth $1,413,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Asset Planning Inc bought a new position in CrowdStrike in the 3rd quarter worth $25,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of CrowdStrike during the 3rd quarter valued at about $25,000. AlphaQuest LLC bought a new position in shares of CrowdStrike during the 2nd quarter valued at approximately $26,000. Howard Hughes Medical Institute purchased a new position in shares of CrowdStrike during the 2nd quarter worth about $27,000. Finally, Pinnacle Bancorp Inc. purchased a new stake in shares of CrowdStrike in the third quarter worth approximately $27,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Large consumer distribution deal — NordVPN selected CrowdStrike to power Threat Protection Pro, expanding CrowdStrike’s reach from enterprise into millions of consumer users and opening a new channel for threat-intel monetization. NordVPN Selects CrowdStrike
• Positive Sentiment: Reputation boost — CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication, citing top product capability ratings and strong willingness-to-recommend, which supports enterprise sales momentum. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Analyst/upgrades tailwind — At least one analyst turned bullish on CrowdStrike today as part of a set of upgrades, which can drive buying interest and validate the growth story. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: Options activity indicates bullish positioning — “Smart money” options flow shows elevated bets on CRWD, suggesting some traders expect further upside in the near term. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Broker target adjusted — Rosenblatt lowered its price target from $630 to $555 but kept a “buy” rating, a mixed signal (still positive conviction but reduced upside). Rosenblatt Adjusts CrowdStrike Price Target
• Neutral Sentiment: Media/ideas pieces — Several retail-oriented articles highlight CrowdStrike as a long-term growth pick and note it’s cheap vs. recent highs; these can attract retail buyers but are lower-impact than direct corporate news. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Short-interest data appears to be reporting zero shares (likely bad/missing data) and shows no meaningful days-to-cover — not a reliable signal for current positioning.

CrowdStrike Stock Performance

Shares of CRWD opened at $429.64 on Monday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The stock has a 50-day moving average of $460.54 and a two-hundred day moving average of $473.40. The stock has a market cap of $108.31 billion, a P/E ratio of -340.98, a P/E/G ratio of 24.59 and a beta of 1.03. CrowdStrike has a one year low of $298.00 and a one year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $1.22 billion. During the same period last year, the business posted $0.93 earnings per share. The company’s revenue for the quarter was up 21.8% compared to the same quarter last year. As a group, research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Transactions at CrowdStrike

In other CrowdStrike news, CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the transaction, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This trade represents a 1.38% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director directly owned 76,082 shares in the company, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Scotiabank restated an “outperform” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Susquehanna lifted their target price on CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research note on Wednesday, December 3rd. BTIG Research reissued a “buy” rating and set a $640.00 price target on shares of CrowdStrike in a research report on Tuesday, January 13th. TD Cowen reiterated a “buy” rating on shares of CrowdStrike in a research note on Thursday, January 8th. Finally, Oppenheimer lifted their price target on shares of CrowdStrike from $560.00 to $580.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Thirty-one equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $552.17.

CrowdStrike Company 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.