Mitsubishi UFJ Asset Management Co. Ltd. Grows Holdings in CrowdStrike $CRWD

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in CrowdStrike (NASDAQ:CRWD) by 4.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 527,229 shares of the company’s stock after buying an additional 20,373 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of CrowdStrike worth $258,543,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of CrowdStrike by 1.9% during the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock valued at $11,708,557,000 after acquiring an additional 445,926 shares during the last quarter. State Street Corp boosted its position in CrowdStrike by 3.6% in the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares during the last quarter. Geode Capital Management LLC grew its stake in CrowdStrike by 5.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock valued at $2,903,752,000 after purchasing an additional 273,922 shares during the period. Laurel Wealth Advisors LLC increased its position in shares of CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after purchasing an additional 4,285,640 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of CrowdStrike during the 2nd quarter worth $1,638,365,000. Institutional investors own 71.16% of the company’s stock.

Insider Transactions at CrowdStrike

In other CrowdStrike news, CAO Anurag Saha sold 836 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total value of $398,629.88. Following the sale, the chief accounting officer directly owned 43,726 shares in the company, valued at $20,849,868.58. This represents a 1.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the completion of the transaction, the chief financial officer directly owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. The trade was a 4.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 100,247 shares of company stock valued at $45,722,274. Company insiders own 3.32% of the company’s stock.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnership with VAST Data to build a unified security model for the AI lifecycle — strengthens CrowdStrike’s position in AI-era enterprise security by combining data governance with Falcon telemetry. VAST Data and CrowdStrike Partner
• Positive Sentiment: Splashtop announced integration with the Falcon platform to simplify endpoint deployments and visibility in Windows environments — operational partnerships can help adoption and reduce friction for customers. Splashtop Integration
• Positive Sentiment: Brokerage consensus remains constructive — CRWD still carries a “Moderate Buy” consensus from analysts, supporting the view some investors see further upside after the pullback. Consensus Rating
• Neutral Sentiment: Several independent bullish writeups (Seeking Alpha, TipRanks) argue the AI-driven selloff is overdone, noting CrowdStrike’s Falcon data flywheel, network effects and high switching costs — these are opinion pieces that support a buying case but don’t change fundamentals immediately. Seeking Alpha Upgrade
• Neutral Sentiment: TipRanks coverage highlights CrowdStrike widening its moat even as “Claude” (Anthropic) raises investor anxiety — useful context for longer‑term holders but mixed for short‑term price action. TipRanks Moat Piece
• Negative Sentiment: Oppenheimer cut its price target (from $580 to $500) and flagged a more cautious near‑term outlook — a visible analyst PT cut that can pressure sentiment. Oppenheimer Forecast
• Negative Sentiment: TD Cowen lowered its target (to $480 from $580) while maintaining a buy rating — another PT reduction that feeds the near‑term selloff narrative. TD Cowen Forecast
• Negative Sentiment: Market reaction to Anthropic’s Claude Code Security (and other AI tools) sparked an indiscriminate selloff in cybersecurity names; CrowdStrike was reported trading down after an analyst action — AI‑tool announcements are the proximate cause of the drop in sentiment. Anthropic Selloff
• Negative Sentiment: Stifel trimmed its price target to $480 and at least one report notes CRWD traded down ~9.8% after an analyst downgrade — analyst actions and downward PT revisions are amplifying intraday losses. Stifel PT Cut / Trading Down

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $363.31 on Thursday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The stock has a market cap of $91.59 billion, a PE ratio of -288.34, a price-to-earnings-growth ratio of 19.70 and a beta of 1.03. The stock has a fifty day moving average of $442.81 and a 200-day moving average of $470.33.

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

Analysts Set New Price Targets

Several equities analysts recently weighed in on CRWD shares. Argus increased their price target on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research report on Friday, December 5th. BMO Capital Markets boosted their target price on shares of CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. TD Cowen reduced their target price on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a research report on Tuesday. Macquarie Infrastructure restated a “neutral” rating and set a $485.00 price target on shares of CrowdStrike in a research note on Tuesday, January 27th. Finally, Piper Sandler upped their price objective on CrowdStrike from $450.00 to $520.00 and gave the company a “neutral” rating in a research note on Wednesday, December 3rd. Thirty research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $538.28.

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.