Blair William & Co. IL Has $110.53 Million Stock Holdings in CrowdStrike $CRWD

Blair William & Co. IL boosted its position in shares of CrowdStrike (NASDAQ:CRWD) by 28.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 225,394 shares of the company’s stock after acquiring an additional 50,591 shares during the period. Blair William & Co. IL’s holdings in CrowdStrike were worth $110,529,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in CRWD. Laurel Wealth Advisors LLC grew its holdings in shares of 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 purchasing an additional 4,285,640 shares in the last quarter. Norges Bank bought a new stake in shares of CrowdStrike during the second quarter valued at approximately $1,638,365,000. Vestor Capital LLC raised its stake in shares of CrowdStrike by 269,840.3% in the second quarter. Vestor Capital LLC now owns 977,184 shares of the company’s stock valued at $497,690,000 after purchasing an additional 976,822 shares in the last quarter. Vanguard Group Inc. lifted its position in CrowdStrike by 2.6% in 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, First Trust Advisors LP lifted its position in CrowdStrike by 19.9% in the third quarter. First Trust Advisors LP now owns 2,599,902 shares of the company’s stock worth $1,274,940,000 after purchasing an additional 431,382 shares during the period. Institutional investors and hedge funds own 71.16% of the company’s stock.

CrowdStrike Stock Up 0.7%

CRWD opened at $428.99 on Friday. The firm has a market cap of $108.15 billion, a price-to-earnings ratio of -579.71, a PEG ratio of 20.82 and a beta of 1.06. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.81 and a current ratio of 1.77. The firm’s 50-day simple moving average is $431.56 and its 200-day simple moving average is $468.58. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. 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 company posted $1.03 EPS. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. Equities research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Analyst Ratings Changes

CRWD has been the topic of several analyst reports. Canaccord Genuity Group lowered their price target on shares of CrowdStrike from $515.00 to $400.00 and set a “hold” rating on the stock in a report on Wednesday. TD Cowen reduced their price objective on shares of CrowdStrike from $580.00 to $480.00 and set a “buy” rating for the company in a report on Tuesday, February 24th. Needham & Company LLC decreased their target price on shares of CrowdStrike from $575.00 to $475.00 and set a “buy” rating on the stock in a research report on Wednesday. Jefferies Financial Group lowered their target price on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, February 27th. Finally, Stifel Nicolaus dropped their price target on shares of CrowdStrike from $600.00 to $480.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, CrowdStrike presently has an average rating of “Moderate Buy” and an average price target of $505.98.

Key Stories Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed record annual recurring revenue (> $5B), a swing to GAAP profitability and accelerating net new ARR — headlines that underpin the rally and long-term growth story. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: CrowdStrike launched FalconID (AI-powered MFA) and struck a strategic partnership to deliver Falcon on STACKIT’s EU sovereign cloud (Schwarz Digits) — moves that expand addressable market in regulated Europe and support enterprise sales momentum. CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Scotiabank raised FY2027 EPS estimates and reiterated an Outperform/Buy stance, signaling some analysts see upside to margins and model improvements after the quarter. CrowdStrike Holdings (CRWD) Receives a Buy from Scotiabank
• Positive Sentiment: High-profile endorsements and institutional flows: Jim Cramer called CrowdStrike his “favorite” cybersecurity name, and Baron Global Opportunity Fund increased its stake — both support positive sentiment and buying interest. Jim Cramer Says “CrowdStrike’s the Best of the Best”
• Neutral Sentiment: Coverage activity: Wells Fargo initiated coverage and CrowdStrike presented at the Morgan Stanley TMT conference — visibility that can help liquidity and analyst debate but not an immediate directional catalyst. CrowdStrike (NASDAQ:CRWD) Coverage Initiated at Wells Fargo & Company
• Neutral Sentiment: Sector context — Okta’s strong quarter boosted interest in cybersecurity names broadly (positive for sector flows), but it also highlights differing execution and guidance among identity/security peers. Okta Earnings Beat, But Growth Questions Remain (CRWD)
• Neutral Sentiment: Short-interest reports for early March appear to contain erroneous/zero values (NaN/0), so short-interest signals are unreliable in the current data release. (Data item without a valid source link)
• Negative Sentiment: Several firms trimmed price targets (Jefferies $600→$500; Citi $610→$525; Argus $600→$520) while keeping Buy ratings — a re-rating of high-multiple software names that could limit near-term upside despite continued analyst support. CrowdStrike Holdings, Inc. (CRWD) Price Target Reduced to $500 at Jefferies Citigroup Adjusts Price Target on CrowdStrike

Insider Activity

In other news, CFO Burt W. Podbere sold 7,871 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $415.78, for a total transaction of $3,272,604.38. Following the completion of the sale, the chief financial officer owned 169,613 shares of the company’s stock, valued at approximately $70,521,693.14. This trade represents a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, President Michael Sentonas sold 11,461 shares of CrowdStrike stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the completion of the transaction, the president owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 91,947 shares of company stock valued at $41,438,616. Corporate insiders own 3.32% of the company’s stock.

About CrowdStrike

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.