State of New Jersey Common Pension Fund D Buys 3,900 Shares of CrowdStrike $CRWD

State of New Jersey Common Pension Fund D raised its stake in shares of CrowdStrike (NASDAQ:CRWD) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 87,351 shares of the company’s stock after buying an additional 3,900 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in CrowdStrike were worth $42,835,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. Laurel Wealth Advisors LLC boosted its stake in CrowdStrike by 54,635.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Norges Bank bought a new stake in CrowdStrike during the 2nd quarter valued at about $1,638,365,000. Vestor Capital LLC raised its holdings in CrowdStrike by 269,840.3% in the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after buying an additional 976,822 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after buying an additional 596,007 shares in the last quarter. Finally, State Street Corp lifted its stake in shares of CrowdStrike by 3.6% in the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after buying an additional 370,965 shares in the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting CrowdStrike

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

CRWD opened at $429.64 on Friday. The company’s 50 day moving average is $460.54 and its 200 day moving average is $473.32. 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 company has a market cap of $108.31 billion, a price-to-earnings ratio of -340.98, a PEG ratio of 24.59 and a beta of 1.03. 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 results on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period last year, the firm earned $0.93 earnings per share. The company’s quarterly revenue was up 21.8% on a year-over-year basis. On average, equities research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on CRWD shares. The Goldman Sachs Group raised their price target on shares of CrowdStrike from $535.00 to $564.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Piper Sandler boosted their price target on CrowdStrike from $450.00 to $520.00 and gave the stock a “neutral” rating in a research note on Wednesday, December 3rd. Susquehanna increased their price objective on CrowdStrike from $530.00 to $600.00 and gave the company a “positive” rating in a research report on Wednesday, December 3rd. Morgan Stanley boosted their target price on CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 18th. Finally, Argus raised their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a report on Friday, December 5th. Thirty-one analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $552.17.

Insider Activity at CrowdStrike

In other news, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction dated 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 transaction, the director directly owned 76,082 shares of the company’s stock, valued at $35,145,319.08. The trade was a 3.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the transaction, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 100,247 shares of company stock valued at $45,722,274 in the last ninety days. Corporate insiders own 3.32% of the company’s stock.

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.