Napean Trading & Investment Co Singapore PTE Ltd Has $5.55 Million Stock Position in CrowdStrike $CRWD

Napean Trading & Investment Co Singapore PTE Ltd increased its holdings in CrowdStrike (NASDAQ:CRWD) by 63.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,314 shares of the company’s stock after acquiring an additional 4,411 shares during the period. CrowdStrike comprises 1.1% of Napean Trading & Investment Co Singapore PTE Ltd’s investment portfolio, making the stock its 29th biggest holding. Napean Trading & Investment Co Singapore PTE Ltd’s holdings in CrowdStrike were worth $5,548,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Disciplined Equity Management Inc. lifted its holdings in shares of CrowdStrike by 0.8% in the third quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock valued at $1,179,000 after purchasing an additional 20 shares in the last quarter. TD Private Client Wealth LLC grew its stake in shares of CrowdStrike by 6.4% in the 3rd quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock worth $164,000 after acquiring an additional 20 shares in the last quarter. Financially Speaking Inc raised its holdings in shares of CrowdStrike by 26.7% in the third quarter. Financially Speaking Inc now owns 95 shares of the company’s stock valued at $47,000 after purchasing an additional 20 shares during the last quarter. Fire Capital Management LLC increased its position in shares of CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock valued at $608,000 after acquiring an additional 21 shares during the last quarter. Finally, One Wealth Management Investment & Advisory Services LLC boosted its position in CrowdStrike by 1.8% during the third quarter. One Wealth Management Investment & Advisory Services LLC now owns 1,167 shares of the company’s stock worth $572,000 after purchasing an additional 21 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike released its 2026 Global Threat Report highlighting that AI is accelerating attacks (average eCrime breakout time dropped to 29 minutes), which the company frames as validating greater need for its detection and response products. 2026 CrowdStrike Global Threat Report (Business Wire)
• Positive Sentiment: TD Cowen reiterated a Buy on CRWD, arguing Falcon Flex momentum and rising cyber threats underpin re‑accelerating growth, which supports longer‑term investor conviction despite near‑term volatility. CrowdStrike: Falcon Flex Momentum… (TipRanks)
• Neutral Sentiment: Stifel cut its price target from $600 to $480 but kept a Buy rating — a sign analysts see value but are tempering near‑term upside assumptions after recent volatility. Stifel adjusts price target on CrowdStrike (MarketScreener)
• Neutral Sentiment: Some strategists (e.g., Dan Ives) call the selloff a short‑term “ghost trade,” arguing AI will ultimately be a tailwind for leading security vendors; this view moderates panic selling but hasn’t yet stabilized flows. Cybersecurity Stocks CRWD, ZS, NET Plunge… (TipRanks)
• Negative Sentiment: Anthropic’s launch of Claude Code Security — an AI tool that scans and suggests fixes for code vulnerabilities — triggered a sharp re‑pricing across cybersecurity names as investors fear parts of traditional security workflows could be automated or redefined. Cybersecurity stocks tank after Anthropic unveils Claude Code Security (Cointelegraph)
• Negative Sentiment: News outlets and market reports highlight broad selling in cybersecurity names — including CrowdStrike — on fears that new AI tools could compress pricing, reduce feature differentiation, or alter customer spending patterns. CrowdStrike, Datadog and other cybersecurity stocks slide (Reuters)
• Negative Sentiment: Coverage pieces (Barron’s, CNBC, Fool) emphasize the difficulty for AI‑battered tech stocks to rebound quickly, amplifying risk‑off flows into CRWD today. IBM, CrowdStrike, Other AI‑Battered Stocks Struggle to Rebound (Barron’s)

Analysts Set New Price Targets

CRWD has been the subject of a number of research reports. UBS Group upped their target price on shares of CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Sanford C. Bernstein reissued a “market perform” rating and set a $353.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Morgan Stanley raised their price target on shares of CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a report on Thursday, December 18th. Stifel Nicolaus dropped their price objective on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a report on Monday. Finally, Macquarie Infrastructure reissued a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a research report on Tuesday, January 27th. Thirty research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $546.26.

Insiders Place Their Bets

In related news, CEO George Kurtz sold 28,853 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Denis Oleary sold 7,750 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the sale, the director owned 10,816 shares in the company, valued at $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 100,247 shares of company stock worth $45,722,274. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Stock Down 9.8%

CRWD stock opened at $350.33 on Tuesday. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90. 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 firm has a 50-day simple moving average of $447.71 and a 200-day simple moving average of $471.61. The stock has a market capitalization of $88.32 billion, a P/E ratio of -278.04, a P/E/G ratio of 21.86 and a beta of 1.03.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results 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. The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm’s quarterly revenue was up 21.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.93 EPS. Equities analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

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.