Trifecta Capital Advisors LLC Increases Stake in CrowdStrike $CRWD

Trifecta Capital Advisors LLC raised its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 7.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 20,237 shares of the company’s stock after acquiring an additional 1,357 shares during the quarter. CrowdStrike comprises approximately 1.5% of Trifecta Capital Advisors LLC’s holdings, making the stock its 21st biggest position. Trifecta Capital Advisors LLC’s holdings in CrowdStrike were worth $9,924,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CRWD. Advyzon Investment Management LLC boosted its stake in shares of CrowdStrike by 142.9% during the second quarter. Advyzon Investment Management LLC now owns 906 shares of the company’s stock valued at $461,000 after purchasing an additional 533 shares during the period. Carnegie Investment Counsel raised its holdings in CrowdStrike by 6.7% during the 3rd quarter. Carnegie Investment Counsel now owns 22,601 shares of the company’s stock valued at $11,083,000 after buying an additional 1,428 shares during the last quarter. Silver Oak Securities Incorporated boosted its position in CrowdStrike by 394.8% during the 3rd quarter. Silver Oak Securities Incorporated now owns 2,954 shares of the company’s stock valued at $1,449,000 after buying an additional 2,357 shares during the period. Traynor Capital Management Inc. grew its holdings in CrowdStrike by 10.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 53,117 shares of the company’s stock worth $26,047,000 after acquiring an additional 5,205 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC increased its position in shares of CrowdStrike by 7.3% in the third quarter. GPS Wealth Strategies Group LLC now owns 22,253 shares of the company’s stock valued at $10,912,000 after acquiring an additional 1,512 shares during the period. Institutional investors own 71.16% of the company’s stock.

CrowdStrike Price Performance

NASDAQ CRWD opened at $444.62 on Friday. The stock has a market capitalization of $112.09 billion, a price-to-earnings ratio of -352.87, a PEG ratio of 113.91 and a beta of 1.03. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. 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 business’s fifty day moving average price is $481.02 and its 200-day moving average price is $477.53.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $1.22 billion. During the same quarter in the prior year, the business earned $0.93 earnings per share. CrowdStrike’s revenue for the quarter was up 21.8% compared to the same quarter last year. On average, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike was named a Customers’ Choice in Gartner Peer Insights’ 2026 “Voice of the Customer” for Endpoint Protection Platforms, reporting the most 5-star ratings and a 97% willingness-to-recommend score — a clear endorsement of product strength and customer stickiness. CrowdStrike Named a Customers’ Choice (BusinessWire) CrowdStrike Named a Customers’ Choice (TMCNet)
• Positive Sentiment: Analysts and commentators note CrowdStrike’s recognition and recent acquisitions improve its long-term outlook by expanding capabilities and cross-sell opportunities for Falcon — supportive for recurring revenue growth. Recognition And Acquisitions Shape Outlook (Yahoo)
• Positive Sentiment: Independent bullish coverage: The Motley Fool continues to list CrowdStrike as a top cybersecurity pick, reinforcing investor belief in durable demand and long-term upside. My Top Cybersecurity Pick for 2025 (Fool)
• Positive Sentiment: Company leadership highlighted real-world threat activity (e.g., reports of AI-generated credential misuse by North Korean actors), which underscores persistent demand for endpoint and identity protection services. That narrative tends to support spending on security. CEO on AI-enabled intrusions (Benzinga)
• Neutral Sentiment: Macquarie reiterated a “Neutral” rating on CRWD, signaling neither clear buy-side endorsement nor a sell signal — this keeps near-term analyst guidance mixed. Macquarie Reaffirms Neutral (AmericanBankingNews)
• Neutral Sentiment: Coverage notes “analysts conflicted” on CrowdStrike, reflecting divergent estimates and contributing to volatility as investors await clearer guidance. Analysts Conflicted (Globe and Mail)
• Neutral Sentiment: Reported short-interest data for late January is unreliable/zero in the filings cited, so there’s no clear short-squeeze or short-covering dynamic to explain intraday moves. (Source: market data entry)
• Negative Sentiment: Sector-wide pressure and AI-related fears are weighing on CrowdStrike: concerns that AI could change software licensing or reduce “seats,” plus high forward multiples (CrowdStrike trades at elevated valuation), are prompting profit-taking ahead of the company’s next earnings. Technical commentary also points to recent breaks below short-term moving averages, adding to downside momentum. Sector/valuation pressures and technicals (MarketBeat)

Analysts Set New Price Targets

A number of brokerages have issued reports on CRWD. Argus boosted their price objective on shares of CrowdStrike from $540.00 to $600.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Mizuho set a $540.00 target price on shares of CrowdStrike in a report on Thursday, January 8th. Citizens Jmp restated a “market outperform” rating and set a $500.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. BTIG Research reissued a “buy” rating and set a $640.00 price target on shares of CrowdStrike in a research report on Tuesday, January 13th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of CrowdStrike in a report on Monday, December 29th. Thirty-one equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $555.21.

Insider Transactions at CrowdStrike

In related news, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total value of $5,082,698.28. Following the transaction, the chief financial officer owned 179,114 shares of the company’s stock, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO George Kurtz sold 17,550 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $481.38, for a total transaction of $8,448,219.00. Following the sale, the chief executive officer directly owned 2,090,532 shares of the company’s stock, valued at approximately $1,006,340,294.16. This represents a 0.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 69,048 shares of company stock worth $34,509,857. 3.32% of the stock is currently owned by corporate insiders.

CrowdStrike 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.