CrowdStrike $CRWD Shares Sold by Enclave Advisors LLC

Enclave Advisors LLC trimmed its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 24.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,532 shares of the company’s stock after selling 1,148 shares during the period. Enclave Advisors LLC’s holdings in CrowdStrike were worth $1,732,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of CrowdStrike by 2.6% in the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after buying an additional 596,007 shares during the period. State Street Corp lifted its position in CrowdStrike by 3.6% during the 2nd quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after acquiring an additional 370,965 shares in the last quarter. Geode Capital Management LLC boosted its holdings in CrowdStrike by 5.0% in the 2nd quarter. Geode Capital Management LLC now owns 5,728,167 shares of the company’s stock worth $2,903,752,000 after acquiring an additional 273,922 shares during the period. Laurel Wealth Advisors LLC grew its position in CrowdStrike by 54,635.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock valued at $2,186,714,000 after acquiring an additional 4,285,640 shares in the last quarter. Finally, Norges Bank acquired a new stake in CrowdStrike in the second quarter valued at approximately $1,638,365,000. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Stock Down 0.9%

NASDAQ:CRWD opened at $478.84 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.81 and a current ratio of 1.81. The company has a market capitalization of $120.72 billion, a price-to-earnings ratio of -380.03, a price-to-earnings-growth ratio of 116.21 and a beta of 1.09. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. The stock has a 50-day simple moving average of $514.72 and a 200 day simple moving average of $482.61.

CrowdStrike (NASDAQ:CRWD) last released its earnings results on Tuesday, December 2nd. 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 quarter last year, the business posted $0.93 EPS. CrowdStrike’s quarterly revenue was up 21.8% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. Sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Company momentum: Recent coverage and analyst write-ups highlight exceptional ARR and Net New ARR growth (including large improvements from Falcon Flex) and raised ARR guidance that underline durable subscription expansion. CrowdStrike: My Cybersecurity Pick For 2026
• Positive Sentiment: Partnerships as growth levers: Expanded AWS integration and deals with system integrators (Deloitte, Wipro) should speed Falcon adoption, which can convert trials into recurring revenue and larger, stickier deals. CrowdStrike Looks Unstoppable—But Has the Market Priced It In?
• Positive Sentiment: Analyst/sector bullishness: Industry pieces (Zacks, others) place CrowdStrike among top cybersecurity picks as enterprises lift spending to protect cloud/AI systems — a structural tailwind for CRWD. 3 Cybersecurity Stocks to Protect the Digital World in 2026
• Neutral Sentiment: Valuation debate / consolidation: Multiple pieces note CrowdStrike’s strong results but caution that much of the company’s growth may already be priced in, and the stock is consolidating after recent highs. This is more of a mixed/market-perception factor than a direct operational problem. CrowdStrike Stock Can’t Catch a Break—Even After a Blowout Quarter
• Negative Sentiment: Insider selling by top executives: CEO George Kurtz, CFO Burt Podbere, President Michael Sentonas and CAO Anurag Saha disclosed sales totaling tens of thousands of shares on Dec. 22 — sizeable dollar amounts that can be perceived as profit-taking and may pressure sentiment. (CEO SEC filing) CEO Form 4 (CFO) CFO Form 4 (President) President Form 4 (CAO) CAO Form 4
• Negative Sentiment: Technical/market-pressure: The stock has slipped below the 50‑day moving average and faces near-term consolidation; with valuation already stretched, that technical break combined with profit-taking increases downside pressure until buyers reassert confidence. MarketBeat technical discussion

Analysts Set New Price Targets

A number of research firms have recently commented on CRWD. JPMorgan Chase & Co. boosted their target price on shares of CrowdStrike from $500.00 to $580.00 and gave the stock an “overweight” rating in a research report on Monday, December 1st. Westpark Capital reaffirmed a “hold” rating on shares of CrowdStrike in a research note on Wednesday, October 15th. Stephens reissued an “overweight” rating and issued a $590.00 price objective on shares of CrowdStrike in a research report on Thursday, December 18th. Loop Capital set a $550.00 target price on CrowdStrike in a research note on Thursday, December 11th. Finally, Canaccord Genuity Group lifted their target price on CrowdStrike from $500.00 to $515.00 and gave the stock a “hold” rating in a research report on Wednesday, December 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and a consensus target price of $555.10.

Insider Activity

In related news, CAO Anurag Saha sold 1,530 shares of the business’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $734,063.40. Following the completion of the sale, the chief accounting officer owned 44,562 shares of the company’s stock, valued at $21,379,956.36. This represents a 3.32% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, President Michael Sentonas sold 11,461 shares of the 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 sale, the president owned 342,655 shares in the company, valued at approximately $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. Insiders have sold 117,559 shares of company stock valued at $59,246,587 over the last quarter. 3.32% of the stock is owned by company 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.