CrowdStrike $CRWD Stake Boosted by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund grew its stake in shares of CrowdStrike (NASDAQ:CRWD) by 14.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,737 shares of the company’s stock after purchasing an additional 5,100 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in CrowdStrike were worth $20,238,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in CRWD. Brighton Jones LLC grew its position in shares of CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company’s stock worth $2,670,000 after acquiring an additional 2,417 shares during the last quarter. Bessemer Group Inc. grew its position in shares of CrowdStrike by 4.6% during the first quarter. Bessemer Group Inc. now owns 2,221 shares of the company’s stock worth $783,000 after acquiring an additional 98 shares during the last quarter. Diversified Trust Co bought a new position in CrowdStrike in the 1st quarter worth about $231,000. Avidian Wealth Enterprises LLC grew its position in CrowdStrike by 22.9% in the 1st quarter. Avidian Wealth Enterprises LLC now owns 734 shares of the company’s stock worth $259,000 after purchasing an additional 137 shares during the last quarter. Finally, Ameritas Advisory Services LLC grew its position in CrowdStrike by 2.9% in the 1st quarter. Ameritas Advisory Services LLC now owns 5,895 shares of the company’s stock worth $2,032,000 after purchasing an additional 164 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on CRWD shares. Mizuho increased their price objective on CrowdStrike from $430.00 to $450.00 and gave the stock a “neutral” rating in a report on Wednesday, September 17th. Piper Sandler decreased their price objective on CrowdStrike from $505.00 to $450.00 and set a “neutral” rating for the company in a report on Thursday, August 28th. Weiss Ratings reissued a “sell (d)” rating on shares of CrowdStrike in a research note on Wednesday, October 8th. Scotiabank raised CrowdStrike from a “sector perform” rating to a “sector outperform” rating and increased their price target for the stock from $440.00 to $600.00 in a research note on Thursday, September 25th. Finally, Bank of America increased their price target on CrowdStrike from $470.00 to $535.00 and gave the stock a “neutral” rating in a research note on Monday, October 20th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $505.78.

CrowdStrike Stock Performance

CRWD opened at $546.94 on Wednesday. The firm has a market cap of $137.26 billion, a PE ratio of -459.61, a P/E/G ratio of 124.48 and a beta of 1.19. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. The business has a fifty day simple moving average of $467.99 and a 200-day simple moving average of $458.06. CrowdStrike has a fifty-two week low of $294.68 and a fifty-two week high of $553.64.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.15 billion. During the same quarter last year, the company posted $1.04 EPS. 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, equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity

In other CrowdStrike news, CEO George Kurtz sold 42,267 shares of the firm’s stock in a transaction dated Tuesday, August 5th. The shares were sold at an average price of $450.47, for a total value of $19,040,015.49. Following the completion of the transaction, the chief executive officer directly owned 2,132,887 shares in the company, valued at $960,801,606.89. This trade represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Burt W. Podbere sold 11,883 shares of the firm’s stock in a transaction that occurred on Tuesday, August 5th. The stock was sold at an average price of $455.47, for a total transaction of $5,412,350.01. Following the completion of the transaction, the chief financial officer directly owned 231,130 shares of the company’s stock, valued at $105,272,781.10. This represents a 4.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 163,090 shares of company stock valued at $78,144,499. Corporate insiders own 3.32% of the company’s stock.

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.