TD Asset Management Inc Acquires 14,268 Shares of CrowdStrike $CRWD

TD Asset Management Inc raised its holdings in CrowdStrike (NASDAQ:CRWD) by 9.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 170,145 shares of the company’s stock after purchasing an additional 14,268 shares during the period. TD Asset Management Inc owned approximately 0.07% of CrowdStrike worth $83,436,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Thoroughbred Financial Services LLC grew its position in CrowdStrike by 10.4% during the third quarter. Thoroughbred Financial Services LLC now owns 13,778 shares of the company’s stock worth $6,756,000 after buying an additional 1,303 shares in the last quarter. Palumbo Wealth Management LLC lifted its position in shares of CrowdStrike by 17.3% during the 3rd quarter. Palumbo Wealth Management LLC now owns 3,339 shares of the company’s stock valued at $1,585,000 after acquiring an additional 492 shares during the period. Patten Group Inc. grew its holdings in shares of CrowdStrike by 2.0% during the 3rd quarter. Patten Group Inc. now owns 5,488 shares of the company’s stock worth $2,691,000 after purchasing an additional 107 shares in the last quarter. Napean Trading & Investment Co Singapore PTE Ltd increased its position in shares of CrowdStrike by 63.9% in the third quarter. Napean Trading & Investment Co Singapore PTE Ltd now owns 11,314 shares of the company’s stock worth $5,548,000 after purchasing an additional 4,411 shares during the period. Finally, Mufg Securities Americas Inc. raised its stake in CrowdStrike by 21.8% in the third quarter. Mufg Securities Americas Inc. now owns 6,721 shares of the company’s stock valued at $3,296,000 after purchasing an additional 1,201 shares in the last quarter. 71.16% of the stock is owned by institutional investors.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: New product release — CrowdStrike announced general availability of FalconID, a phishing‑resistant, risk‑aware MFA extension for the Falcon platform that directly targets AI‑accelerated credential phishing. This strengthens identity security positioning and revenue optionality. Article Title
• Positive Sentiment: Strategic partnerships & integrations — CrowdStrike partnered with VAST Data to secure the AI data lifecycle and announced Splashtop integration to simplify Falcon deployment/ops. Partnerships accelerate enterprise adoption and embed Falcon into AI/cloud stacks. Article Title
• Positive Sentiment: Event & investor visibility — CrowdStrike scheduled investor-conference participation and Fal.Con Gov (March 18) to showcase AI-defense leadership to government and institutional buyers — positive for pipeline and gov’t contracts. Article Title
• Positive Sentiment: Bullish media & influencer commentary — Jim Cramer highlighted CrowdStrike favorably (calling it “killing it”), and bullish pieces argue recent AI-driven sell-off is an overreaction, which can attract buyers. Article Title
• Neutral Sentiment: Earnings/estimates focus — Wall Street preview pieces from Zacks/Yahoo dig into Q4 (Jan 2026) metric estimates; useful for monitoring guidance beats/misses but not market-moving until results. Article Title
• Neutral Sentiment: Mixed analyst actions — JPMorgan cut its price target (582→472) but kept an overweight rating; that is cautiously constructive but reduces upside assumptions. Article Title
• Negative Sentiment: Analyst downgrades & lower targets — Evercore cut its PT to $375 (equal‑weight), Stifel trimmed its target, and outlets report pessimistic forecasts from Oppenheimer and TD Cowen; these actions pressured the stock recently. Article Title
• Negative Sentiment: AI vendor news sparked a sell-off — Anthropic/“Claude” announcements earlier in the week triggered fears AI could disrupt cybersecurity vendors, prompting rapid share weakness before the rebound. That remains a short‑term risk if AI narratives turn negative again. Article Title

Insider Activity at CrowdStrike

In other CrowdStrike news, CAO Anurag Saha sold 836 shares of the business’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the sale, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at $20,849,868.58. The trade was a 1.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. The trade was a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 100,247 shares of company stock valued at $45,722,274. Corporate insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. KeyCorp reiterated a “sector weight” rating on shares of CrowdStrike in a research note on Monday, January 12th. JPMorgan Chase & Co. reduced their price target on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research report on Wednesday. Macquarie Infrastructure reissued a “neutral” rating and issued a $485.00 price objective on shares of CrowdStrike in a research note on Tuesday, January 27th. Mizuho cut their target price on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. Finally, Stifel Nicolaus decreased their price target on CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a research note on Monday. Thirty investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $530.87.

CrowdStrike Stock Up 4.9%

Shares of NASDAQ:CRWD opened at $381.10 on Friday. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The company has a market capitalization of $96.08 billion, a PE ratio of -302.46, a price-to-earnings-growth ratio of 20.44 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The company has a fifty day moving average of $440.88 and a 200-day moving average of $469.71.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. The business 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%.CrowdStrike’s quarterly revenue was up 21.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.93 EPS. On average, equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal 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.