Primecap Management Co. CA Has $51.89 Million Stake in CrowdStrike $CRWD

Primecap Management Co. CA reduced its stake in shares of CrowdStrike (NASDAQ:CRWD) by 1.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 105,816 shares of the company’s stock after selling 1,900 shares during the quarter. Primecap Management Co. CA’s holdings in CrowdStrike were worth $51,890,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Asset Planning Inc purchased a new stake in shares of CrowdStrike during the third quarter worth $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in CrowdStrike in the third quarter valued at about $25,000. AlphaQuest LLC acquired a new position in CrowdStrike in the 2nd quarter worth about $26,000. Howard Hughes Medical Institute purchased a new stake in shares of CrowdStrike during the 2nd quarter worth about $27,000. Finally, Pinnacle Bancorp Inc. purchased a new stake in shares of CrowdStrike during the 3rd quarter worth about $27,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently commented on CRWD shares. Mizuho lowered their price target on CrowdStrike from $540.00 to $490.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $353.00 target price on shares of CrowdStrike in a research note on Wednesday, December 3rd. Needham & Company LLC boosted their target price on shares of CrowdStrike from $535.00 to $575.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. UBS Group increased their price target on shares of CrowdStrike from $580.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Finally, Evercore reduced their price objective on shares of CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a research note on Wednesday. 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 stock. According to MarketBeat.com, CrowdStrike has an average rating of “Moderate Buy” and an average target price of $530.87.

Insiders Place Their Bets

In related news, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was 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 owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. The trade was a 5.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 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.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: New product release — CrowdStrike announced general availability of FalconID, a phishing‑resistant, risk‑aware MFA extension for the Falcon platform that directly targets AI‑accelerated credential phishing. This strengthens identity security positioning and revenue optionality. Article Title
• Positive Sentiment: Strategic partnerships & integrations — CrowdStrike partnered with VAST Data to secure the AI data lifecycle and announced Splashtop integration to simplify Falcon deployment/ops. Partnerships accelerate enterprise adoption and embed Falcon into AI/cloud stacks. Article Title
• Positive Sentiment: Event & investor visibility — CrowdStrike scheduled investor-conference participation and Fal.Con Gov (March 18) to showcase AI-defense leadership to government and institutional buyers — positive for pipeline and gov’t contracts. Article Title
• Positive Sentiment: Bullish media & influencer commentary — Jim Cramer highlighted CrowdStrike favorably (calling it “killing it”), and bullish pieces argue recent AI-driven sell-off is an overreaction, which can attract buyers. Article Title
• Neutral Sentiment: Earnings/estimates focus — Wall Street preview pieces from Zacks/Yahoo dig into Q4 (Jan 2026) metric estimates; useful for monitoring guidance beats/misses but not market-moving until results. Article Title
• Neutral Sentiment: Mixed analyst actions — JPMorgan cut its price target (582→472) but kept an overweight rating; that is cautiously constructive but reduces upside assumptions. Article Title
• Negative Sentiment: Analyst downgrades & lower targets — Evercore cut its PT to $375 (equal‑weight), Stifel trimmed its target, and outlets report pessimistic forecasts from Oppenheimer and TD Cowen; these actions pressured the stock recently. Article Title
• Negative Sentiment: AI vendor news sparked a sell-off — Anthropic/“Claude” announcements earlier in the week triggered fears AI could disrupt cybersecurity vendors, prompting rapid share weakness before the rebound. That remains a short‑term risk if AI narratives turn negative again. Article Title

CrowdStrike Price Performance

Shares of CrowdStrike stock opened at $381.10 on Friday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The firm has a fifty day simple moving average of $440.88 and a 200-day simple moving average of $469.71. The stock has a market capitalization of $96.08 billion, a price-to-earnings ratio of -302.46, a PEG ratio of 20.44 and a beta of 1.03. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced 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. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The firm had revenue of $1.23 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter last year, the firm posted $0.93 EPS. The business’s quarterly revenue was up 21.8% on a year-over-year basis. On average, sell-side analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

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.