Artisan Partners Limited Partnership Has $218.83 Million Holdings in CrowdStrike $CRWD

Artisan Partners Limited Partnership lifted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 11.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 446,253 shares of the company’s stock after acquiring an additional 44,889 shares during the period. Artisan Partners Limited Partnership’s holdings in CrowdStrike were worth $218,834,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of CRWD. Laurel Wealth Advisors LLC grew its holdings in CrowdStrike by 54,635.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after acquiring an additional 4,285,640 shares during the period. Norges Bank acquired a new position in shares of CrowdStrike in the 2nd quarter valued at $1,638,365,000. Vestor Capital LLC boosted its position in shares of CrowdStrike by 269,840.3% in the 2nd quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock worth $497,690,000 after purchasing an additional 976,822 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of CrowdStrike by 2.6% during the second quarter. Vanguard Group Inc. now owns 23,430,572 shares of the company’s stock worth $11,933,425,000 after purchasing an additional 596,007 shares during the period. Finally, State Street Corp grew its stake in shares of CrowdStrike by 3.6% during the second quarter. State Street Corp now owns 10,804,651 shares of the company’s stock worth $5,502,917,000 after purchasing an additional 370,965 shares during the period. 71.16% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at CrowdStrike

In other news, CFO Burt W. Podbere sold 7,871 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total value of $3,272,604.38. Following the sale, the chief financial officer directly owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This represents a 4.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total value of $5,498,758.58. Following the completion of the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. This represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 100,247 shares of company stock valued at $45,722,274. 3.32% of the stock is owned by company insiders.

Analysts Set New Price Targets

CRWD has been the topic of several analyst reports. Rosenblatt Securities cut their target price on CrowdStrike from $630.00 to $555.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. BMO Capital Markets increased their price target on shares of CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. Stifel Nicolaus decreased their price objective on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a report on Monday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $353.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Finally, Jefferies Financial Group lifted their price target on shares of CrowdStrike from $515.00 to $600.00 and gave the stock a “buy” rating in a research report on Wednesday, November 19th. Thirty analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $530.87.

Key Stories 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 Stock Up 4.9%

CRWD stock opened at $381.10 on Friday. The company has a market cap of $96.08 billion, a price-to-earnings ratio of -302.46, a P/E/G ratio of 20.44 and a beta of 1.03. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90. The business has a 50 day moving average price of $440.88 and a two-hundred day moving average price of $469.71. 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 (NASDAQ:CRWD) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.22 billion. During the same quarter in the prior year, the firm posted $0.93 EPS. The firm’s revenue for the quarter was up 21.8% compared to the same quarter last year. Analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

CrowdStrike Company 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.