CrowdStrike $CRWD Shares Acquired by Solstein Capital LLC

Solstein Capital LLC grew its holdings in CrowdStrike (NASDAQ:CRWD) by 16.7% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 875 shares of the company’s stock after buying an additional 125 shares during the quarter. Solstein Capital LLC’s holdings in CrowdStrike were worth $446,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of CRWD. Nuveen LLC acquired a new position in shares of CrowdStrike in the first quarter worth $595,766,000. Jennison Associates LLC grew its stake in shares of CrowdStrike by 21.1% during the first quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock worth $2,314,785,000 after purchasing an additional 1,144,295 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of CrowdStrike by 52.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock worth $977,149,000 after purchasing an additional 955,529 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of CrowdStrike by 4.1% during the first quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock worth $8,051,011,000 after purchasing an additional 908,554 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in shares of CrowdStrike by 39.9% during the first quarter. Goldman Sachs Group Inc. now owns 2,665,344 shares of the company’s stock worth $939,747,000 after purchasing an additional 760,222 shares in the last quarter. Institutional investors and hedge funds own 71.16% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Burt W. Podbere sold 10,706 shares of the company’s stock in a transaction dated Monday, September 22nd. The shares were sold at an average price of $495.67, for a total value of $5,306,643.02. Following the completion of the sale, the chief financial officer directly owned 220,424 shares of the company’s stock, valued at approximately $109,257,564.08. This represents a 4.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Anurag Saha sold 1,762 shares of the company’s stock in a transaction dated Wednesday, September 24th. The shares were sold at an average price of $482.41, for a total transaction of $850,006.42. Following the completion of the sale, the chief accounting officer directly owned 37,255 shares of the company’s stock, valued at $17,972,184.55. The trade was a 4.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 158,090 shares of company stock valued at $75,500,649. 3.32% of the stock is owned by insiders.

CrowdStrike Stock Performance

NASDAQ CRWD opened at $527.32 on Monday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88. CrowdStrike has a 1 year low of $294.68 and a 1 year high of $535.52. The company has a market capitalization of $132.34 billion, a PE ratio of -443.12, a P/E/G ratio of 123.92 and a beta of 1.19. The company has a fifty day moving average of $463.35 and a two-hundred day moving average of $455.76.

CrowdStrike (NASDAQ:CRWD) last released 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. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.15 billion. During the same quarter in the prior year, the firm posted $1.04 earnings per share. CrowdStrike’s revenue for the quarter was up 21.4% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. As a group, analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Canaccord Genuity Group boosted their target price on shares of CrowdStrike from $430.00 to $500.00 and gave the stock a “hold” rating in a research note on Monday, September 22nd. Macquarie boosted their target price on shares of CrowdStrike from $465.00 to $485.00 and gave the stock a “neutral” rating in a research note on Friday, September 19th. Bank of America boosted their target price on shares of CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a research note on Monday, October 20th. Morgan Stanley boosted their target price on shares of CrowdStrike from $460.00 to $475.00 and gave the stock an “equal weight” rating in a research note on Thursday, September 18th. Finally, Capital One Financial boosted their target price on shares of CrowdStrike from $495.00 to $519.00 and gave the stock an “overweight” rating in a research note on Thursday, September 18th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and a consensus target price of $496.47.

About CrowdStrike

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.