Clarity Capital Partners LLC Grows Stock Position in CrowdStrike $CRWD

Clarity Capital Partners LLC lifted its stake in CrowdStrike (NASDAQ:CRWD) by 0.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,562 shares of the company’s stock after buying an additional 37 shares during the period. CrowdStrike makes up approximately 1.2% of Clarity Capital Partners LLC’s holdings, making the stock its 17th largest holding. Clarity Capital Partners LLC’s holdings in CrowdStrike were worth $3,342,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of CRWD. Cloud Capital Management LLC bought a new stake in shares of CrowdStrike in the first quarter worth about $25,000. Atlantic Edge Private Wealth Management LLC grew its stake in shares of CrowdStrike by 114.3% in the first quarter. Atlantic Edge Private Wealth Management LLC now owns 75 shares of the company’s stock worth $26,000 after purchasing an additional 40 shares during the last quarter. Vision Financial Markets LLC bought a new stake in shares of CrowdStrike in the first quarter worth about $26,000. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of CrowdStrike by 305.3% in the first quarter. E Fund Management Hong Kong Co. Ltd. now owns 77 shares of the company’s stock worth $27,000 after purchasing an additional 58 shares during the last quarter. Finally, Neo Ivy Capital Management bought a new stake in shares of CrowdStrike in the first quarter worth about $30,000. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Insider Transactions at CrowdStrike

In other news, CAO Anurag Saha sold 1,762 shares of the business’s stock in a transaction that occurred on Wednesday, September 24th. The stock was sold at an average price of $482.41, for a total value of $850,006.42. Following the sale, the chief accounting officer directly owned 37,255 shares of the company’s stock, valued at $17,972,184.55. The trade was a 4.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO George Kurtz sold 17,830 shares of the business’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $494.53, for a total value of $8,817,469.90. Following the completion of the sale, the chief executive officer directly owned 2,115,057 shares in the company, valued at approximately $1,045,959,138.21. This represents a 0.84% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 132,816 shares of company stock worth $62,606,356. Company insiders own 3.32% of the company’s stock.

Analyst Ratings Changes

CRWD has been the topic of several recent analyst reports. Royal Bank Of Canada reissued an “outperform” rating and issued a $510.00 target price on shares of CrowdStrike in a research note on Thursday, September 18th. UBS Group cut their target price on CrowdStrike from $545.00 to $500.00 and set a “buy” rating on the stock in a research note on Thursday, August 28th. Jefferies Financial Group raised their target price on CrowdStrike from $500.00 to $515.00 and gave the stock a “buy” rating in a research note on Thursday, September 18th. Needham & Company LLC raised their target price on CrowdStrike from $475.00 to $535.00 and gave the stock a “buy” rating in a research note on Thursday, September 18th. Finally, Guggenheim reaffirmed a “neutral” rating on shares of CrowdStrike in a research report on Thursday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $487.11.

CrowdStrike Stock Performance

Shares of CRWD opened at $489.88 on Friday. The company has a quick ratio of 1.88, a current ratio of 1.88 and a debt-to-equity ratio of 0.20. The business’s 50 day moving average price is $446.22 and its 200-day moving average price is $439.56. CrowdStrike has a 52 week low of $283.80 and a 52 week high of $517.98. The stock has a market cap of $122.94 billion, a P/E ratio of -411.66, a P/E/G ratio of 116.74 and a beta of 1.19.

CrowdStrike (NASDAQ:CRWD) last issued its quarterly earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, topping 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 firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.15 billion. During the same period in the previous year, the firm posted $1.04 EPS. The business’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. Equities research analysts anticipate that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

CrowdStrike 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.