CrowdStrike $CRWD Shares Sold by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC lowered its position in CrowdStrike (NASDAQ:CRWD) by 49.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 39,653 shares of the company’s stock after selling 38,500 shares during the quarter. TimesSquare Capital Management LLC’s holdings in CrowdStrike were worth $19,445,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Asset Planning Inc purchased a new stake in CrowdStrike in the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of CrowdStrike in the third quarter valued at $25,000. AlphaQuest LLC acquired a new stake in CrowdStrike in the 2nd quarter valued at about $26,000. Howard Hughes Medical Institute acquired a new stake in CrowdStrike in the second quarter valued at approximately $27,000. Finally, Pinnacle Bancorp Inc. purchased a new position in CrowdStrike in the third quarter worth approximately $27,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Stock Up 4.4%

CrowdStrike stock opened at $429.64 on Monday. The stock’s 50 day moving average price is $460.54 and its 200 day moving average price is $473.40. The company has a market cap of $108.31 billion, a PE ratio of -340.98, a price-to-earnings-growth ratio of 24.59 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The company had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the previous year, the business earned $0.93 earnings per share. CrowdStrike’s quarterly revenue was up 21.8% compared to the same quarter last year. On average, sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Transactions at CrowdStrike

In related news, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the sale, the director directly owned 10,816 shares of the company’s stock, valued at approximately $5,574,999.04. This represents a 41.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $413.01, for a total value of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 100,247 shares of company stock valued at $45,722,274 in the last ninety days. Company insiders own 3.32% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Large consumer distribution deal — NordVPN selected CrowdStrike to power Threat Protection Pro, expanding CrowdStrike’s reach from enterprise into millions of consumer users and opening a new channel for threat-intel monetization. NordVPN Selects CrowdStrike
• Positive Sentiment: Reputation boost — CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for User Authentication, citing top product capability ratings and strong willingness-to-recommend, which supports enterprise sales momentum. CrowdStrike Named a Customers’ Choice
• Positive Sentiment: Analyst/upgrades tailwind — At least one analyst turned bullish on CrowdStrike today as part of a set of upgrades, which can drive buying interest and validate the growth story. This CrowdStrike Analyst Turns Bullish
• Positive Sentiment: Options activity indicates bullish positioning — “Smart money” options flow shows elevated bets on CRWD, suggesting some traders expect further upside in the near term. Smart Money Is Betting Big In CRWD Options
• Neutral Sentiment: Broker target adjusted — Rosenblatt lowered its price target from $630 to $555 but kept a “buy” rating, a mixed signal (still positive conviction but reduced upside). Rosenblatt Adjusts CrowdStrike Price Target
• Neutral Sentiment: Media/ideas pieces — Several retail-oriented articles highlight CrowdStrike as a long-term growth pick and note it’s cheap vs. recent highs; these can attract retail buyers but are lower-impact than direct corporate news. The Smartest Growth Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Short-interest data appears to be reporting zero shares (likely bad/missing data) and shows no meaningful days-to-cover — not a reliable signal for current positioning.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on CRWD shares. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of CrowdStrike in a research report on Monday, February 9th. KeyCorp reaffirmed a “sector weight” rating on shares of CrowdStrike in a research report on Monday, January 12th. Truist Financial boosted their target price on CrowdStrike from $550.00 to $600.00 and gave the stock a “buy” rating in a research note on Tuesday, November 18th. Citizens Jmp restated a “market outperform” rating and issued a $500.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Finally, Oppenheimer lifted their price target on shares of CrowdStrike from $560.00 to $580.00 and gave the stock an “outperform” rating in a research note on Friday, November 21st. Thirty-one analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $552.17.

CrowdStrike 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.