Swiss National Bank Has $352.34 Million Position in CrowdStrike $CRWD

Swiss National Bank cut its stake in CrowdStrike (NASDAQ:CRWD) by 4.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 718,500 shares of the company’s stock after selling 31,800 shares during the period. Swiss National Bank’s holdings in CrowdStrike were worth $352,338,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of CRWD. Advyzon Investment Management LLC boosted its holdings in shares of CrowdStrike by 142.9% in 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 in the last quarter. Carnegie Investment Counsel raised its holdings in shares of CrowdStrike by 6.7% during the 3rd 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 in the last quarter. Silver Oak Securities Incorporated raised its holdings in shares of CrowdStrike by 394.8% during the 3rd 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 in the last quarter. Traynor Capital Management Inc. lifted its position in shares of CrowdStrike by 10.9% during the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after buying an additional 5,205 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC lifted its position in shares of CrowdStrike by 7.3% during the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock worth $10,912,000 after buying an additional 1,512 shares during the last quarter. Institutional investors own 71.16% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed continued growth: revenue $1.31B, EPS $1.12 (beat consensus), and revenue +23.8% YoY — management highlighted durable high-growth trends on the earnings call, supporting the bull case for recurring-revenue acceleration. CrowdStrike Holdings, Inc. (CRWD) Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management commentary and post-earnings analysis pointed to a durable high-growth run and accelerating annual recurring revenue (ARR), which investors view as evidence of improving fundamentals and longer-term revenue visibility. CrowdStrike Earnings Call Signals Durable High-Growth Run
• Positive Sentiment: Strategic EU push: CrowdStrike announced partnerships to bring Falcon to GDPR-compliant STACKIT/Schwarz Digits sovereign cloud, targeting regulated industries and public sector — this reduces regional compliance friction and expands addressable market in Europe. CrowdStrike Taps STACKIT To Pursue GDPR Focused Growth In Europe
• Positive Sentiment: Related coverage highlights the same EU sovereign-cloud push (Schwarz Digits / STACKIT) as a growth catalyst for regulated customers and critical infrastructure. CrowdStrike Taps Schwarz Digits To Target European Sovereign Cloud Security Demand
• Positive Sentiment: Investor enthusiasm was also driven by a recent short-term rally tied to elevated cyber risk sentiment, which tends to lift security names like CRWD. CrowdStrike Holdings Surges as Cyber Fears Ignite Rally
• Neutral Sentiment: Some upbeat analyst commentary (e.g., Scotiabank issued a positive outlook on earnings), which supports the narrative but does not constitute a rating upgrade. Scotiabank Issues Positive Outlook for CrowdStrike Earnings
• Neutral Sentiment: Two broker notes from Mizuho and Macquarie were published as “hold” ratings — these temper upside and suggest some analysts want to see further execution before upgrading. CrowdStrike Holdings (CRWD) Gets a Hold from Mizuho Securities CrowdStrike Holdings (CRWD) Receives a Hold from Macquarie
• Negative Sentiment: Valuation caution: several analysts and investors note CRWD remains pricey after gains; the Fool coverage flags strong ARR growth but warns the stock may be expensive for some investors — valuation is a key reason for mixed analyst stances. As Annual Recurring Revenue Accelerates, Is CrowdStrike a Buy?

Insider Activity

In related news, Director Johanna Flower sold 3,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the transaction, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the sale, the chief financial officer owned 179,114 shares in the company, valued at $86,571,169.62. This trade represents a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 91,947 shares of company stock valued at $41,438,616. 3.32% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on CRWD. UBS Group reiterated an “overweight” rating on shares of CrowdStrike in a research report on Wednesday. The Goldman Sachs Group dropped their target price on shares of CrowdStrike from $564.00 to $500.00 and set a “buy” rating for the company in a report on Wednesday, March 4th. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a research note on Monday, January 12th. Robert W. Baird decreased their price target on shares of CrowdStrike from $550.00 to $450.00 and set a “neutral” rating on the stock in a report on Monday, March 2nd. Finally, Daiwa Securities Group increased their price objective on shares of CrowdStrike from $530.00 to $560.00 and gave the company an “outperform” rating in a research note on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $505.98.

CrowdStrike Stock Performance

CrowdStrike stock opened at $428.99 on Monday. The business has a 50 day moving average of $431.56 and a 200-day moving average of $469.28. CrowdStrike has a 1 year low of $298.00 and a 1 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 capitalization of $108.15 billion, a P/E ratio of -579.71, a P/E/G ratio of 20.96 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the company earned $1.03 EPS. The firm’s revenue was up 23.8% compared to the same quarter last year. On average, equities research analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

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.