Park Avenue Securities LLC Makes New $5.49 Million Investment in CrowdStrike $CRWD

Park Avenue Securities LLC purchased a new stake in shares of CrowdStrike (NASDAQ:CRWD) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 11,197 shares of the company’s stock, valued at approximately $5,491,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Advyzon Investment Management LLC raised its holdings in CrowdStrike by 142.9% during the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after buying an additional 533 shares in the last quarter. Carnegie Investment Counsel boosted its stake 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 acquiring an additional 1,428 shares in the last quarter. Silver Oak Securities Incorporated increased 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 valued at $1,449,000 after acquiring an additional 2,357 shares during the last quarter. Perpetual Ltd raised its stake 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 acquiring 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 approximately $1,690,000. 71.16% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on CRWD. Cowen reiterated a “buy” rating on shares of CrowdStrike in a report on Thursday. Argus raised their target price on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research note on Friday, December 5th. BMO Capital Markets lifted their target price on shares of CrowdStrike from $500.00 to $555.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Barclays boosted their target price on shares of CrowdStrike from $515.00 to $610.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. Finally, Capital One Financial raised their price target on CrowdStrike from $599.00 to $600.00 and gave the company an “overweight” rating in a research report on Wednesday, December 3rd. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $555.10.

Insiders Place Their Bets

In other news, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer directly owned 179,114 shares in the company, valued at approximately $86,571,169.62. This represents a 5.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Sameer K. Gandhi sold 1,879 shares of the business’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 completion of the sale, the director directly owned 763,027 shares in the company, valued at approximately $402,504,372.77. This represents a 0.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 73,395 shares of company stock valued at $36,920,217 over the last 90 days. Company insiders own 3.32% of the company’s stock.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire identity-security startup SGNL for $740 million in cash to bolster real‑time identity protection and AI-era defenses on its Falcon platform — a strategic move to address rising AI-powered threats and expand product capabilities. CrowdStrike to buy identity security startup SGNL for $740 million to tackle AI threats
• Positive Sentiment: William Blair reiterated a Buy rating today, signaling continued analyst confidence that the SGNL deal and Falcon momentum support longer-term growth. CrowdStrike: Strategic Expansion in Identity Security and Falcon Platform Strengthening Support Buy Rating
• Positive Sentiment: Recent analyst notes (e.g., Cantor Fitzgerald) point to strong NNARR growth and improving platform adoption following the December quarter, which underpins upside expectations despite near-term volatility. CrowdStrike (CRWD) Stock: Analysts See 29% Upside After Strong Quarter
• Neutral Sentiment: CrowdStrike still trades at a premium valuation as growth moderates; commentators note Falcon Flex and platform expansion help the investment case, but valuation makes the timing more nuanced for buyers. CrowdStrike Trades at Premium Valuation: Buy, Sell or Hold the Stock?
• Negative Sentiment: Despite the strategic rationale, the stock fell on the news — investors appear focused on the near‑term cash outlay, integration risk and whether the purchase price fairly reflects SGNL’s value. CrowdStrike Holdings (CRWD) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: Robert W. Baird kept a Hold rating, citing valuation concerns — a reminder that some analysts view the deal as insufficient to justify a higher multiple today. CrowdStrike: SGNL Deal Strengthens Identity Platform, but Valuation Keeps Rating at Hold

CrowdStrike Stock Performance

CRWD opened at $463.87 on Friday. The stock’s 50 day simple moving average is $503.93 and its 200-day simple moving average is $481.77. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The stock has a market cap of $116.94 billion, a PE ratio of -368.15, a P/E/G ratio of 115.19 and a beta of 1.03. CrowdStrike has a 1 year low of $298.00 and a 1 year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last issued its earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, topping the consensus estimate of $0.94 by $0.02. The firm had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.CrowdStrike’s quarterly revenue was up 21.8% compared to the same quarter last year. During the same period last year, the business 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. Sell-side analysts forecast 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.