Cane Capital Partners LLC Buys Shares of 6,575 CrowdStrike $CRWD

Cane Capital Partners LLC bought a new stake in CrowdStrike (NASDAQ:CRWD) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 6,575 shares of the company’s stock, valued at approximately $3,082,000. CrowdStrike accounts for approximately 1.2% of Cane Capital Partners LLC’s portfolio, making the stock its 21st biggest holding.

A number of other hedge funds and other institutional investors also recently bought and sold shares of CRWD. Asset Planning Inc acquired a new stake in CrowdStrike in the third quarter valued at $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in CrowdStrike in the third quarter valued at $25,000. Anchor Investment Management LLC acquired a new stake in CrowdStrike in the third quarter valued at $25,000. Hanson & Doremus Investment Management lifted its holdings in CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock valued at $25,000 after acquiring an additional 34 shares during the period. Finally, Miller Global Investments LLC acquired a new stake in CrowdStrike in the fourth quarter valued at $26,000. Institutional investors and hedge funds own 71.16% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Argus reduced their target price on CrowdStrike from $600.00 to $520.00 and set a “buy” rating for the company in a report on Thursday, March 5th. KeyCorp reissued a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Berenberg Bank set a $600.00 price target on CrowdStrike and gave the company a “buy” rating in a research report on Friday, January 9th. BNP Paribas Exane dropped their price target on CrowdStrike from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Wednesday, March 4th. Finally, Sanford C. Bernstein raised their price target on CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research report on Wednesday, March 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $504.98.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike’s board expanded its share-repurchase authorization to $1.5 billion (added $500M), signaling confidence and returning capital to shareholders. CrowdStrike Expands Buyback Authorization To $1.5 Billion After Record Q4 FY26
• Positive Sentiment: Anthropic announced a coalition/partnership posture that frames AI vendors as collaborating with — not displacing — traditional cyber vendors; that reduced a key strategic risk for CrowdStrike and helped lift cybersecurity names. CrowdStrike, Palo Alto Networks shares pop as cybersecurity bulls finally get some AI validation
• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ Voice of the Customer for Managed Detection & Response — a credibility boost for Falcon Complete and Agentic MDR as demand for AI-enhanced security grows. CrowdStrike Named a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response Report
• Positive Sentiment: Management and media noted a strong quarter (record Q4) and management cited AI tailwinds and an aggressive long-term ARR target, which underpins the buyback rationale. CrowdStrike Unveils $500 Million Buyback Boost
• Neutral Sentiment: Media coverage and analyst notes highlighting a generally bullish consensus (average brokerage rating ~Buy) are supporting sentiment but reflect existing expectations rather than new fundamental changes. Is It Worth Investing in CrowdStrike (CRWD) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Market-season headlines and stock-screening reports note CRWD “outperformed the market” intraday — useful confirmation of flows but not a fundamental driver. CrowdStrike Holdings Inc. Cl A stock rises Tuesday, outperforms market
• Negative Sentiment: Valuation and technical cautions remain: CrowdStrike still reports negative net margins and trades below its 200-day moving average, leaving room for profit-taking if growth guidance weakens or AI enthusiasm fades.

Insider Activity

In related news, CEO George Kurtz sold 28,853 shares of CrowdStrike stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the sale, the chief executive officer owned 2,054,902 shares in the company, valued at approximately $848,695,075.02. This trade represents a 1.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the sale, the director owned 76,082 shares of the company’s stock, valued at approximately $35,145,319.08. This represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 68,636 shares of company stock worth $28,690,657 in the last quarter. Corporate insiders own 3.32% of the company’s stock.

CrowdStrike Trading Up 6.2%

Shares of CRWD stock opened at $423.23 on Wednesday. CrowdStrike has a fifty-two week low of $318.38 and a fifty-two week high of $566.90. The stock has a market cap of $107.34 billion, a P/E ratio of -571.92, a P/E/G ratio of 17.51 and a beta of 1.07. The business has a fifty day simple moving average of $409.46 and a 200-day simple moving average of $466.03. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter last year, the business posted $1.03 earnings per share. The business’s revenue for the quarter was up 23.8% on a year-over-year basis. On average, analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

CrowdStrike announced that its board has approved a share repurchase program on Monday, April 6th that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the company to buy up to 0.5% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s management believes its stock is undervalued.

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.