Mariner LLC Has $242.64 Million Holdings in CrowdStrike $CRWD

Mariner LLC grew its position in shares of CrowdStrike (NASDAQ:CRWD) by 7.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 494,823 shares of the company’s stock after acquiring an additional 34,724 shares during the quarter. Mariner LLC owned about 0.20% of CrowdStrike worth $242,644,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the company. Asset Planning Inc bought a new stake in shares of CrowdStrike during the third quarter worth about $25,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of CrowdStrike in the 3rd quarter worth about $25,000. Anchor Investment Management LLC bought a new position in CrowdStrike in the 3rd quarter valued at about $25,000. Logan Capital Management Inc. bought a new position in CrowdStrike in the 3rd quarter valued at about $26,000. Finally, Howard Hughes Medical Institute acquired a new position in CrowdStrike during the 2nd quarter valued at about $27,000. 71.16% of the stock is currently owned by institutional investors.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike expanded its partnership with NVIDIA to embed Falcon into NVIDIA’s AI stack and OpenShell runtime, positioning Falcon as a native security layer for enterprise AI agents — a strategic move to make CrowdStrike infrastructure for AI deployments. CrowdStrike NVIDIA Alliance Embeds Falcon In AI Agent Security Stack
• Positive Sentiment: The company released a Secure-by-Design AI Blueprint and announced Agentic MDR enhancements with NVIDIA tooling, claiming materially faster investigations (5x) and higher triage accuracy (3x) — concrete product differentiation that supports upsell into AI security budgets. CrowdStrike Unveils Secure-by-Design AI Blueprint for AI Agents Built with NVIDIA
• Positive Sentiment: Operational momentum: Falcon Flex ARR topped $1.69B in Q4 FY26, highlighting platform monetization and recurring revenue growth that could drive longer-term ARR expansion. Can Falcon Flex Drive CrowdStrike’s Next Phase of ARR Growth?
• Neutral Sentiment: Industry narratives are increasingly bullish on AI security (CrowdStrike is frequently cited alongside Okta as foundational infrastructure), which supports a larger TAM but is more thematic than immediately revenue-confirming. Okta and CrowdStrike Could Be the Backbone of AI Security
• Negative Sentiment: Macro/sector pressure: software names have been under pressure as investors reprice AI expectations and rotate out of growth names, a dynamic contributing to CrowdStrike’s pullback despite product wins. Software Stocks Are Down—Expert Says These 3 Names Still Look Strong
• Negative Sentiment: Competitive noise: peers like SentinelOne are reporting wins and profitability milestones (including a noted deal displacing a competitor), underscoring competitive pressure in endpoint security that can temper sentiment. A Market Divided on SentinelOne’s Future

Insider Activity at CrowdStrike

In related news, 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 value of $5,498,758.58. Following the sale, the president owned 342,655 shares of the company’s stock, valued at approximately $164,399,015.90. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares in the company, valued at approximately $35,145,319.08. The trade was a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 90,024 shares of company stock worth $40,424,241 over the last 90 days. Corporate insiders own 3.32% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. BTIG Research lowered their price objective on CrowdStrike from $640.00 to $499.00 and set a “buy” rating for the company in a research note on Monday, March 2nd. Deutsche Bank Aktiengesellschaft cut their target price on CrowdStrike from $475.00 to $440.00 and set a “hold” rating on the stock in a research report on Wednesday, March 4th. Guggenheim reiterated a “neutral” rating on shares of CrowdStrike in a report on Monday, November 24th. JPMorgan Chase & Co. lowered their price target on CrowdStrike from $582.00 to $472.00 and set an “overweight” rating for the company in a research report on Wednesday, February 25th. Finally, Macquarie Infrastructure restated a “neutral” rating and set a $485.00 price objective on shares of CrowdStrike in a research note on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, CrowdStrike currently has a consensus rating of “Moderate Buy” and a consensus price target of $506.26.

CrowdStrike Trading Down 4.1%

NASDAQ CRWD opened at $423.84 on Tuesday. The business’s fifty day moving average is $427.97 and its 200-day moving average is $469.88. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The stock has a market capitalization of $107.49 billion, a price-to-earnings ratio of -572.75, a PEG ratio of 19.38 and a beta of 1.07. CrowdStrike has a one year low of $298.00 and a one year high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data 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. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter last year, the company posted $1.03 earnings per share. Equities research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

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.