New York State Common Retirement Fund Raises Position in CrowdStrike $CRWD

New York State Common Retirement Fund increased its position in shares of CrowdStrike (NASDAQ:CRWD) by 0.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 293,500 shares of the company’s stock after purchasing an additional 1,700 shares during the period. New York State Common Retirement Fund owned approximately 0.12% of CrowdStrike worth $143,927,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Asset Planning Inc purchased a new position in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd acquired a new position in CrowdStrike during the third quarter worth $25,000. AlphaQuest LLC purchased a new position in CrowdStrike in the second quarter worth $26,000. Howard Hughes Medical Institute acquired a new stake in CrowdStrike in the second quarter valued at $27,000. Finally, Pinnacle Bancorp Inc. purchased a new stake in shares of CrowdStrike during the 3rd quarter worth $27,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike Stock Performance

CrowdStrike stock opened at $469.19 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 fifty day moving average of $482.16 and a two-hundred day moving average of $477.76. The company has a market capitalization of $118.28 billion, a price-to-earnings ratio of -372.37, a PEG ratio of 115.72 and a beta of 1.03.

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on CRWD shares. TD Cowen reiterated a “buy” rating on shares of CrowdStrike in a report on Thursday, January 8th. Canaccord Genuity Group increased their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the company a “hold” rating in a report on Wednesday, December 3rd. Bank of America boosted 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. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $353.00 price objective on shares of CrowdStrike in a research note on Wednesday, December 3rd. Finally, Berenberg Bank set a $600.00 target price on CrowdStrike and gave the stock a “buy” rating in a research report on Friday, January 9th. Thirty-one analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $555.21.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for Endpoint Protection Platforms, receiving the most 5‑star ratings and a 97% willingness-to-recommend score based on ~800 responses — a strong credibility and competitive win that supports demand for its platform. Article Title
• Positive Sentiment: CEO George Kurtz disclosed that North Korean operatives used AI-generated credentials to infiltrate U.S. companies — a high-profile example of evolving cyber threats that can increase enterprise spending on identity, detection, and prevention tools where CrowdStrike competes. Article Title
• Neutral Sentiment: Analysts at Macquarie reiterated a “neutral” rating with a $485 price target — a modest upside to current levels that suggests limited near-term analyst-driven upward pressure. Article Title
• Neutral Sentiment: Recent media pieces and market summaries note the stock has recently outperformed on some sessions (MarketWatch, Zacks, MSN), reflecting continued investor interest but also higher intraday volatility. MarketWatch Coverage
• Neutral Sentiment: Reported short-interest data in late January appears to show effectively zero reported short shares (likely a data/ reporting oddity), so short-covering is not a clear near-term driver based on the available figures.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Denis Oleary sold 7,750 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the transaction, the director owned 10,816 shares of the company’s stock, valued at $5,574,999.04. This represents a 41.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, President Michael Sentonas sold 11,461 shares of the firm’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total value of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. This trade represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 69,048 shares of company stock valued at $34,509,857. 3.32% of the stock is owned by corporate insiders.

About CrowdStrike

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.