Allspring Global Investments Holdings LLC Cuts Stake in CrowdStrike $CRWD

Allspring Global Investments Holdings LLC lessened its position in CrowdStrike (NASDAQ:CRWD) by 59.7% in the 3rd quarter, Holdings Channel reports. The fund owned 11,959 shares of the company’s stock after selling 17,702 shares during the period. Allspring Global Investments Holdings LLC’s holdings in CrowdStrike were worth $5,979,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in CRWD. Fire Capital Management LLC raised its holdings in CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after purchasing an additional 21 shares in the last quarter. Patron Partners LLC boosted its holdings in CrowdStrike by 2.1% in the 2nd quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock valued at $548,000 after purchasing an additional 22 shares in the last quarter. Nova Wealth Management Inc. increased its position in CrowdStrike by 5.4% during the 3rd quarter. Nova Wealth Management Inc. now owns 428 shares of the company’s stock worth $210,000 after purchasing an additional 22 shares during the period. Brighton Jones LLC increased its position in CrowdStrike by 0.3% during the 3rd quarter. Brighton Jones LLC now owns 7,776 shares of the company’s stock worth $3,813,000 after purchasing an additional 22 shares during the period. Finally, Sivia Capital Partners LLC raised its stake in shares of CrowdStrike by 3.4% during the 3rd quarter. Sivia Capital Partners LLC now owns 670 shares of the company’s stock worth $329,000 after buying an additional 22 shares in the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

CrowdStrike Trading Up 0.4%

Shares of CRWD stock opened at $458.32 on Wednesday. The stock has a market cap of $115.54 billion, a P/E ratio of -363.75, a P/E/G ratio of 109.81 and a beta of 1.03. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a fifty-two week low of $298.00 and a fifty-two week high of $566.90. The business has a fifty day simple moving average of $506.76 and a 200-day simple moving average of $481.92.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $1.22 billion. During the same period in the prior year, the company earned $0.93 EPS. The firm’s revenue was up 21.8% on a year-over-year basis. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. On average, analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CEO George Kurtz sold 17,550 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the completion of the transaction, the chief executive officer directly owned 2,090,532 shares of the company’s stock, valued at $1,006,340,294.16. This trade represents a 0.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Sameer K. Gandhi sold 1,879 shares of CrowdStrike stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $527.51, for a total value of $991,191.29. Following the transaction, the director owned 763,027 shares of the company’s stock, valued at $402,504,372.77. This represents a 0.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 83,395 shares of company stock valued at $42,070,217. Corporate 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: Analysts repriced CrowdStrike higher after a strong Q4 narrative—MarketBeat notes 40+ bullish updates in Q4, a firmer Moderate Buy consensus and higher price targets implying meaningful upside for 2026. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Positive Sentiment: Product/ARR momentum: Zacks reports Falcon Flex ARR has crossed ~$1.35B, signaling accelerated platform adoption and meaningful recurring-revenue expansion—an important fundamental driver for valuation support. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Partnerships and ecosystem reach: coverage examines CrowdStrike’s expanded AI security work with AWS and NVIDIA and the company’s accelerator selecting 35 AI/cyber startups—these moves strengthen the AI/cloud security narrative and long-term TAM. Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)? CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Valuation check: recent write-ups reassess CRWD after share-price pressure and multi-year gains—discussion is balanced: growth story intact but stretched multiples keep the stock sensitive to execution. Assessing CrowdStrike (CRWD) Valuation After Recent Share Price Pressure And Multi‑Year Gains
• Neutral Sentiment: CEO extracurricular purchase: coverage of the CEO’s reported ~$300M buy into a Mercedes F1 stake is mostly a governance/PR item—not a direct company catalyst, but worth noting for investor perception. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Neutral Sentiment: Macro/sector context: a Zacks analyst roundup flags defense, tech and cybersecurity among potential beneficiaries from shifting geopolitics—helps explain sector interest but isn’t CRWD-specific. The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
• Negative Sentiment: Competition and relative valuation risk: MarketBeat and The Motley Fool note SentinelOne’s deep-value story and broader concerns that CrowdStrike trades at a premium among AI/security names—heightened competition and “frothy” AI valuation talk can cap upside and make CRWD sensitive to execution misses. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the company. BMO Capital Markets lifted their price target on CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Westpark Capital reiterated a “hold” rating on shares of CrowdStrike in a research report on Wednesday, October 15th. BNP Paribas Exane boosted their target price on shares of CrowdStrike from $350.00 to $450.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Cowen reaffirmed a “buy” rating on shares of CrowdStrike in a research note on Wednesday, December 3rd. Finally, Truist Financial increased their price target on shares of CrowdStrike from $550.00 to $600.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $555.10.

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.