Overbrook Management Corp Sells 1,492 Shares of CrowdStrike $CRWD

Overbrook Management Corp lessened its stake in CrowdStrike (NASDAQ:CRWD) by 27.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,992 shares of the company’s stock after selling 1,492 shares during the quarter. Overbrook Management Corp’s holdings in CrowdStrike were worth $1,871,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Carnegie Investment Counsel lifted its holdings in CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after purchasing an additional 1,428 shares during the last quarter. Silver Oak Securities Incorporated increased its holdings in shares of CrowdStrike by 394.8% in the third quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock valued at $1,449,000 after purchasing an additional 2,357 shares during the last quarter. Traynor Capital Management Inc. increased its holdings in shares of CrowdStrike by 10.9% in the third quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock valued at $26,047,000 after purchasing an additional 5,205 shares during the last quarter. GPS Wealth Strategies Group LLC raised its position in shares of CrowdStrike by 7.3% in the third quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after purchasing an additional 1,512 shares during the period. Finally, Perpetual Ltd raised its position in shares of CrowdStrike by 205.9% in the third quarter. Perpetual Ltd now owns 1,554 shares of the company’s stock valued at $762,000 after purchasing an additional 1,046 shares during the period. 71.16% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several brokerages recently commented on CRWD. Canaccord Genuity Group reduced their target price on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating for the company in a report on Wednesday, March 4th. Argus lowered their price target on shares of CrowdStrike from $600.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, March 5th. Jefferies Financial Group cut their price objective on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a research report on Friday, February 27th. Mizuho reduced their price objective on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. decreased their target price on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $506.26.

CrowdStrike Stock Performance

NASDAQ CRWD opened at $413.31 on Tuesday. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $104.82 billion, a P/E ratio of -558.52, a P/E/G ratio of 17.94 and a beta of 1.06. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The firm has a 50-day moving average price of $423.58 and a two-hundred day moving average price of $470.11.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period last year, the firm earned $1.03 earnings per share. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. Analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling

In other CrowdStrike news, CFO Burt W. Podbere sold 7,871 shares of CrowdStrike stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for a total value 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 $70,521,693.14. The trade was a 4.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO George Kurtz sold 28,853 shares of the company’s stock in a transaction on 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 of the company’s stock, valued at approximately $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 48,967 shares of company stock worth $20,660,502. 3.32% of the stock is owned by corporate insiders.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike unveiled Falcon Next‑Gen SIEM support that ingests Microsoft Defender for Endpoint telemetry, reducing deployment friction for Microsoft customers and potentially expanding CrowdStrike’s addressable market and win rates. Falcon Next‑Gen SIEM Announcement
• Positive Sentiment: CrowdStrike announced new Falcon platform AI capabilities that position the endpoint as the “epicenter for AI security,” which supports stronger product differentiation and more cross‑sell opportunities across SaaS, browser and cloud surfaces. AI Security Announcement
• Positive Sentiment: CrowdStrike reported it has crossed $5 billion in annual recurring revenue, a scale milestone that supports subscription revenue visibility, valuation narratives for growth-at-scale, and investor confidence in durable demand. ARR Milestone
• Positive Sentiment: Media coverage highlighted the Microsoft connection, reinforcing investor perception that integrations with Microsoft can accelerate deployments and customer wins. Globe and Mail Microsoft Coverage
• Positive Sentiment: Wedbush called 2026 an “inflection year” for AI and highlighted CrowdStrike as a stock to own as it rolls out cloud, data protection and AI modules—an analyst view that supports bullish investor sentiment. Wedbush AI Thesis
• Neutral Sentiment: Analyst consensus on CrowdStrike is a “Moderate Buy,” which is supportive but not overly aggressive; this underpins steady investor interest rather than a dramatic re‑rating. Consensus Rating
• Neutral Sentiment: Zacks and other outlets note CrowdStrike is a trending stock — increased attention can boost flows but also raises volatility risk. Zacks Trending Coverage
• Neutral Sentiment: Reported short‑interest data for March appears inconsistent/erroneous (shows 0 shares / NaN change); no clear short position signal to pressure the stock. (Data release today.)

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.