Arcadia Investment Management Corp MI Increases Stake in CrowdStrike $CRWD

Arcadia Investment Management Corp MI raised its position in CrowdStrike (NASDAQ:CRWD) by 13.3% in the 3rd quarter, Holdings Channel reports. The fund owned 17,047 shares of the company’s stock after acquiring an additional 2,005 shares during the period. CrowdStrike accounts for approximately 1.3% of Arcadia Investment Management Corp MI’s holdings, making the stock its 25th biggest position. Arcadia Investment Management Corp MI’s holdings in CrowdStrike were worth $8,360,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in CRWD. Disciplined Equity Management Inc. increased its position in CrowdStrike by 0.8% during the 3rd quarter. Disciplined Equity Management Inc. now owns 2,405 shares of the company’s stock worth $1,179,000 after purchasing an additional 20 shares during the period. TD Private Client Wealth LLC boosted its stake in shares of CrowdStrike by 6.4% in the third quarter. TD Private Client Wealth LLC now owns 334 shares of the company’s stock valued at $164,000 after buying an additional 20 shares in the last quarter. Fire Capital Management LLC grew 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 acquiring an additional 21 shares during the period. Patron Partners LLC grew its holdings in CrowdStrike by 2.1% during the second quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock worth $548,000 after acquiring an additional 22 shares during the period. Finally, Nova Wealth Management Inc. raised its position in CrowdStrike by 5.4% in the third quarter. Nova Wealth Management Inc. now owns 428 shares of the company’s stock worth $210,000 after acquiring an additional 22 shares in the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO George Kurtz sold 17,550 shares of the business’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $481.38, for a total value of $8,448,219.00. Following the completion of the transaction, the chief executive officer owned 2,090,532 shares of the company’s stock, valued at approximately $1,006,340,294.16. The trade was a 0.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Denis Oleary sold 7,750 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the transaction, the director owned 10,816 shares in the company, valued at approximately $5,574,999.04. This trade represents a 41.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 71,048 shares of company stock valued at $35,767,887. Company insiders own 3.32% of the company’s stock.

More CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike agreed to acquire identity-security startup SGNL (reported price ~$740M), positioning identity protection as a new growth pillar for the Falcon platform — a move analysts say could expand addressable market and cross-sell opportunities. CRWD to Acquire SGNL
• Positive Sentiment: Analysts have broadly applauded the SGNL deal and reiterated buy ratings, signaling continued sell-side support for CrowdStrike’s growth strategy tied to identity/security expansion. Analysts Applaud SGNL Deal
• Positive Sentiment: CrowdStrike announced a strategic partnership with Nord Security to target SMB cybersecurity—this expands go-to-market options and could accelerate penetration in a large segment. CrowdStrike and Nord Security Partnership
• Positive Sentiment: BTIG reaffirmed a Buy on CRWD with a $640 price target — a sizable upside from current levels — which supports upside expectations among some institutional investors. BTIG Reaffirms Buy
• Neutral Sentiment: Benzinga compiled 39 analyst reviews of CrowdStrike; the summary highlights mixed views on growth vs. valuation, useful for context but not a single market-moving change. Demystifying CrowdStrike: 39 Analyst Reviews
• Neutral Sentiment: Zacks and other outlets note heavy investor interest and broker commentary; these pieces reiterate fundamentals and analyst sentiment but don’t introduce a new catalyst. Brokers Suggest Investing in CrowdStrike
• Negative Sentiment: KeyBanc downgraded CrowdStrike (and flagged concerns about lower security budgets and lack of AI tailwinds), which is a direct bearish signal that can pressure the stock short-term. KeyBanc Downgrades CrowdStrike
• Negative Sentiment: Independent pieces (Seeking Alpha, others) caution that while growth is reaccelerating, valuation remains a constraint — a common theme that may cap upside until proof of sustained margin/earnings expansion appears. Growth Reaccelerating but Valuation Constraint

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Guggenheim restated a “neutral” rating on shares of CrowdStrike in a research report on Monday, November 24th. Arete Research set a $706.00 price target on shares of CrowdStrike in a report on Tuesday, October 28th. Wedbush reissued an “outperform” rating and set a $600.00 price objective on shares of CrowdStrike in a report on Monday, December 1st. Morgan Stanley upped their target price on shares of CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 18th. Finally, JMP Securities lifted their price target on shares of CrowdStrike from $500.00 to $550.00 and gave the company a “market outperform” rating in a research report on Tuesday, September 23rd. Thirty-two research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $555.42.

CrowdStrike Stock Up 0.2%

Shares of NASDAQ CRWD opened at $468.02 on Wednesday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The company has a market capitalization of $117.99 billion, a PE ratio of -371.44, a price-to-earnings-growth ratio of 112.32 and a beta of 1.03. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The firm’s 50-day moving average is $499.47 and its two-hundred day moving average is $481.02.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings data on Tuesday, December 2nd. The company reported $0.96 earnings per share for the quarter, topping 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 business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period last year, the company posted $0.93 EPS. The company’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. Equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal 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.