CrowdStrike $CRWD Shares Acquired by Xponance Inc.

Posted by Kyle Jackson on Feb 27th, 2026

Xponance Inc. increased its holdings in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 2.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 65,595 shares of the company’s stock after purchasing an additional 1,682 shares during the quarter. Xponance Inc.’s holdings in CrowdStrike were worth $32,166,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Integrated Advisors Network LLC increased its position in shares of CrowdStrike by 31.1% in the third quarter. Integrated Advisors Network LLC now owns 31,289 shares of the company’s stock worth $15,344,000 after acquiring an additional 7,420 shares in the last quarter. DNB Asset Management AS lifted its holdings in shares of CrowdStrike by 34.1% during the 3rd quarter. DNB Asset Management AS now owns 64,054 shares of the company’s stock valued at $31,411,000 after acquiring an additional 16,304 shares in the last quarter. OV Management LLC boosted its position in CrowdStrike by 19.2% during the 3rd quarter. OV Management LLC now owns 1,247 shares of the company’s stock worth $612,000 after purchasing an additional 201 shares during the period. Advisor OS LLC increased its holdings in CrowdStrike by 8.6% in the 3rd quarter. Advisor OS LLC now owns 2,148 shares of the company’s stock valued at $1,053,000 after purchasing an additional 170 shares in the last quarter. Finally, Westpac Banking Corp raised its position in CrowdStrike by 81.6% in the third quarter. Westpac Banking Corp now owns 6,397 shares of the company’s stock valued at $3,137,000 after purchasing an additional 2,874 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

Positive Sentiment: Launch of FalconID — CrowdStrike announced general availability of FalconID, adding phishing‑resistant, risk‑aware MFA to the Falcon platform, which addresses AI‑accelerated phishing risks and strengthens identity security (product revenue/upsell potential). CrowdStrike FalconID Extends Risk-Aware Identity Security to Multi-Factor Authentication
Positive Sentiment: Strategic partnerships broaden go‑to‑market for AI security — CrowdStrike announced a VAST Data partnership to secure the AI lifecycle and a Splashtop integration to simplify Falcon deployments, both of which expand enterprise adoption channels and strengthen the Falcon ecosystem. VAST Data and CrowdStrike Partner to Establish a Unified Security Model for the AI Lifecycle Splashtop Announces Integration with the CrowdStrike Falcon Platform
Positive Sentiment: High‑profile endorsements and positive commentary — CNBC/market commentary (Jim Cramer) and market reaction to Nvidia CEO Jensen Huang’s remarks easing AI cannibalization fears have supported buying interest and short‑term rallies. Jim Cramer Discusses CrowdStrike in Light of AI Threat CrowdStrike (CRWD) Shares Skyrocket, What You Need To Know
Neutral Sentiment: Company investor outreach and events — CrowdStrike will present at investor conferences and is hosting Fal.Con Gov (March 18) which highlights government pipeline and visibility into public‑sector contracts (informational, longer‑term impact). CrowdStrike to Participate in Upcoming Investor Conference CrowdStrike Fal.Con Gov Accelerates National Cyber Defense in the AI Threat Era
Neutral Sentiment: Big intraday volume and recent price action — Analysts note CRWD was a big mover on higher‑than‑average volume; that can amplify short‑term swings but doesn’t guarantee direction as estimate revisions evolve. CrowdStrike (CRWD) Soars 4.9%: Is Further Upside Left in the Stock?CrowdStrike (CRWD) Soars 4.9%: Is Further Upside Left in the Stock? (Zacks)
Negative Sentiment: Analyst price‑target cuts and cautious broker notes — JPMorgan cut its PT to $472 (still Overweight) and Evercore cut its PT to $375 (Equal‑Weight), which can weigh on sentiment even if views remain constructive on fundamentals. JPMorgan Adjusts Price Target on CrowdStrike Holdings to $472 from $582 Evercore ISI Adjusts Price Target on CrowdStrike Holdings to $375 from $460
Negative Sentiment: AI‑related fear and analyst downgrades — Recent announcements from AI firms (Anthropic/Claude) sparked sector weakness and some firms (Oppenheimer, TD Cowen) issued pessimistic outlooks, fueling volatility and downside pressure on group names like CRWD. CrowdStrike (CRWD) Widens Its Moat as ‘Claude Risk’ Spooks Investors Oppenheimer Issues Pessimistic Forecast for CrowdStrike Stock Price

CrowdStrike Stock Up 4.9%

Shares of NASDAQ:CRWD opened at $381.10 on Friday. The firm has a market cap 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 fifty day simple moving average of $440.88 and a 200 day simple moving average of $469.71. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90.

CrowdStrike (NASDAQ:CRWD – Get Free Report) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same period last year, the business earned $0.93 EPS. The firm’s revenue for the quarter was up 21.8% compared to the same quarter last year. On average, equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Argus upped their target price on CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Canaccord Genuity Group boosted their price target on CrowdStrike from $500.00 to $515.00 and gave the stock a “hold” rating in a research report on Wednesday, December 3rd. Truist Financial lowered their price objective on shares of CrowdStrike from $600.00 to $550.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Loop Capital set a $550.00 price objective on shares of CrowdStrike in a research note on Thursday, December 11th. Finally, Zacks Research cut shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research report on Monday, February 2nd. Thirty research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $530.87.

Read Our Latest Research Report on CRWD

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction dated 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 completion of 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. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the completion of the transaction, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 100,247 shares of company stock valued at $45,722,274. Corporate insiders own 3.32% of the company’s stock.

About CrowdStrike

(Free Report)

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.