Brighton Jones LLC Increases Stock Position in CrowdStrike $CRWD

Brighton Jones LLC lifted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 566.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,754 shares of the company’s stock after purchasing an additional 6,590 shares during the period. Brighton Jones LLC’s holdings in CrowdStrike were worth $3,949,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Linden Thomas Advisory Services LLC grew its holdings in CrowdStrike by 2.4% during the 2nd quarter. Linden Thomas Advisory Services LLC now owns 7,126 shares of the company’s stock valued at $3,629,000 after buying an additional 168 shares during the last quarter. Leavell Investment Management Inc. acquired a new position in shares of CrowdStrike in the second quarter worth $275,000. CVA Family Office LLC lifted its position in shares of CrowdStrike by 53.6% in the second quarter. CVA Family Office LLC now owns 358 shares of the company’s stock valued at $182,000 after acquiring an additional 125 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its stake in shares of CrowdStrike by 28.2% during the second quarter. Focus Partners Advisor Solutions LLC now owns 2,960 shares of the company’s stock valued at $1,507,000 after acquiring an additional 652 shares during the last quarter. Finally, Fielder Capital Group LLC purchased a new stake in CrowdStrike during the 2nd quarter worth about $261,000. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at CrowdStrike

In related news, CFO Burt W. Podbere sold 11,883 shares of the firm’s stock in a transaction that occurred on Tuesday, August 5th. The shares were sold at an average price of $455.47, for a total value of $5,412,350.01. Following the transaction, the chief financial officer owned 231,130 shares in the company, valued at approximately $105,272,781.10. This trade represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Sameer K. Gandhi sold 6,250 shares of CrowdStrike stock in a transaction that occurred on Thursday, September 4th. The shares were sold at an average price of $410.32, for a total transaction of $2,564,500.00. Following the transaction, the director directly owned 768,511 shares in the company, valued at approximately $315,335,433.52. This trade represents a 0.81% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 158,090 shares of company stock valued at $75,500,649. 3.32% of the stock is owned by company insiders.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $527.32 on Friday. The company has a market cap of $132.34 billion, a P/E ratio of -443.12, a P/E/G ratio of 123.91 and a beta of 1.19. The firm’s 50 day moving average is $463.35 and its two-hundred day moving average is $455.22. CrowdStrike has a fifty-two week low of $294.68 and a fifty-two week high of $535.52. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.83 by $0.10. The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The business’s quarterly revenue was up 21.4% compared to the same quarter last year. During the same period in the previous year, the company earned $1.04 EPS. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on CRWD shares. New Street Research set a $460.00 target price on shares of CrowdStrike in a report on Thursday, August 28th. Daiwa Capital Markets boosted their price objective on shares of CrowdStrike from $475.00 to $530.00 and gave the company an “outperform” rating in a research report on Wednesday, September 24th. Macquarie upped their price objective on shares of CrowdStrike from $465.00 to $485.00 and gave the company a “neutral” rating in a research note on Friday, September 19th. Weiss Ratings restated a “sell (d)” rating on shares of CrowdStrike in a research report on Friday. Finally, Barclays boosted their price target on CrowdStrike from $500.00 to $515.00 and gave the company an “overweight” rating in a report on Thursday, September 18th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $496.47.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.