S.A. Mason LLC Has $899,000 Holdings in CrowdStrike $CRWD

S.A. Mason LLC increased its position in CrowdStrike (NASDAQ:CRWD) by 749.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,834 shares of the company’s stock after acquiring an additional 1,618 shares during the quarter. S.A. Mason LLC’s holdings in CrowdStrike were worth $899,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. AlphaQuest LLC acquired a new position in shares of CrowdStrike during the 2nd quarter worth about $26,000. Howard Hughes Medical Institute bought a new position in CrowdStrike in the 2nd quarter worth approximately $27,000. Financial Gravity Companies Inc. acquired a new position in shares of CrowdStrike during the second quarter worth approximately $33,000. Financial Management Professionals Inc. boosted its position in shares of CrowdStrike by 91.9% in the second quarter. Financial Management Professionals Inc. now owns 71 shares of the company’s stock valued at $36,000 after acquiring an additional 34 shares during the period. Finally, Loomis Sayles & Co. L P bought a new stake in shares of CrowdStrike in the second quarter valued at approximately $36,000. 71.16% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on CRWD shares. Zacks Research raised shares of CrowdStrike from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 25th. Evercore ISI raised their price target on shares of CrowdStrike from $430.00 to $460.00 and gave the stock an “in-line” rating in a research report on Wednesday, December 3rd. Deutsche Bank Aktiengesellschaft upped their price objective on shares of CrowdStrike from $435.00 to $475.00 and gave the company a “hold” rating in a research report on Wednesday, December 3rd. Argus lifted their target price on CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Finally, New Street Research set a $460.00 price target on CrowdStrike in a report on Thursday, August 28th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $555.10.

CrowdStrike Stock Up 0.4%

Shares of CRWD opened at $483.14 on Tuesday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The company has a 50-day moving average price of $514.92 and a two-hundred day moving average price of $482.53. The stock has a market cap of $121.80 billion, a price-to-earnings ratio of -383.44, a P/E/G ratio of 115.76 and a beta of 1.09. CrowdStrike has a 12 month low of $298.00 and a 12 month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, beating the consensus estimate of $0.94 by $0.02. The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company’s revenue was up 21.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity at CrowdStrike

In related news, CEO George Kurtz sold 6,975 shares of CrowdStrike stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $549.89, for a total transaction of $3,835,482.75. Following the completion of the transaction, the chief executive officer directly owned 2,108,082 shares of the company’s stock, valued at $1,159,213,210.98. This trade represents a 0.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Johanna Flower sold 2,347 shares of the company’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $490.98, for a total transaction of $1,152,330.06. Following the sale, the director directly owned 79,057 shares in the company, valued at $38,815,405.86. This represents a 2.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 78,264 shares of company stock valued at $40,332,854. Insiders own 3.32% of the company’s stock.

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.