ORG Partners LLC Increases Stake in CrowdStrike $CRWD

ORG Partners LLC boosted its position in shares of CrowdStrike (NASDAQ:CRWD) by 63.2% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,320 shares of the company’s stock after purchasing an additional 511 shares during the period. ORG Partners LLC’s holdings in CrowdStrike were worth $650,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of CRWD. Nuveen LLC bought a new position in shares of CrowdStrike in the 1st quarter worth approximately $595,766,000. Jennison Associates LLC raised its stake in CrowdStrike by 21.1% during the 1st quarter. Jennison Associates LLC now owns 6,565,275 shares of the company’s stock worth $2,314,785,000 after acquiring an additional 1,144,295 shares during the period. GAMMA Investing LLC raised its stake in CrowdStrike by 50,536.2% during the 1st quarter. GAMMA Investing LLC now owns 1,086,652 shares of the company’s stock worth $383,132,000 after acquiring an additional 1,084,506 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in CrowdStrike by 52.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,771,424 shares of the company’s stock valued at $977,149,000 after buying an additional 955,529 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in CrowdStrike by 4.1% during the 1st quarter. Vanguard Group Inc. now owns 22,834,565 shares of the company’s stock valued at $8,051,011,000 after buying an additional 908,554 shares in the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, President Michael Sentonas sold 11,561 shares of CrowdStrike stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $495.69, for a total value of $5,730,672.09. Following the sale, the president directly owned 399,116 shares in the company, valued at $197,837,810.04. The trade was a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Sameer K. Gandhi sold 6,250 shares of CrowdStrike stock in a transaction on Thursday, July 3rd. The stock was sold at an average price of $512.43, for a total value of $3,202,687.50. Following the transaction, the director directly owned 781,011 shares of the company’s stock, valued at approximately $400,213,466.73. This represents a 0.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 129,066 shares of company stock worth $60,934,078. 3.32% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Jefferies Financial Group raised their target price on shares of CrowdStrike from $500.00 to $515.00 and gave the company a “buy” rating in a report on Thursday, September 18th. Oppenheimer reaffirmed an “outperform” rating and set a $520.00 price objective on shares of CrowdStrike in a research note on Thursday, August 28th. BTIG Research reiterated a “buy” rating and set a $489.00 target price on shares of CrowdStrike in a research report on Thursday, September 18th. Wells Fargo & Company lifted their price objective on CrowdStrike from $430.00 to $550.00 and gave the company an “overweight” rating in a report on Monday, June 2nd. Finally, Citigroup reiterated an “outperform” rating on shares of CrowdStrike in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $483.79.

CrowdStrike Stock Performance

Shares of CrowdStrike stock opened at $481.42 on Friday. The business has a 50-day moving average of $443.79 and a 200 day moving average of $435.31. CrowdStrike has a 12 month low of $272.67 and a 12 month high of $517.98. The stock has a market capitalization of $120.81 billion, a price-to-earnings ratio of -404.55, a price-to-earnings-growth ratio of 113.13 and a beta of 1.12. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.88 and a quick ratio of 1.88.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.15 billion. During the same quarter last year, the company earned $1.04 EPS. CrowdStrike’s revenue for the quarter was up 21.4% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. As a group, sell-side analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.