Del Sette Capital Management LLC Decreases Holdings in CrowdStrike $CRWD

Del Sette Capital Management LLC decreased its position in CrowdStrike (NASDAQ:CRWD) by 80.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 935 shares of the company’s stock after selling 3,917 shares during the quarter. Del Sette Capital Management LLC’s holdings in CrowdStrike were worth $459,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of CRWD. Vanguard Group Inc. raised its stake in shares of CrowdStrike by 1.9% during the third quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after acquiring an additional 445,926 shares in the last quarter. State Street Corp grew its holdings in shares of CrowdStrike by 1.1% during the 3rd quarter. State Street Corp now owns 10,922,290 shares of the company’s stock valued at $5,356,073,000 after purchasing an additional 117,639 shares during the last quarter. 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 valued at $2,186,714,000 after purchasing an additional 4,285,640 shares during the last quarter. Norges Bank purchased a new position in CrowdStrike in the 2nd quarter worth $1,638,365,000. Finally, Invesco Ltd. lifted its stake in CrowdStrike by 10.8% in the second quarter. Invesco Ltd. now owns 2,775,980 shares of the company’s stock worth $1,413,834,000 after purchasing an additional 269,562 shares during the last quarter. Hedge funds and other institutional investors own 71.16% of the company’s stock.

Trending Headlines about CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Morgan Stanley upgraded CRWD to Overweight and named it a Top Pick following Q4 FY26 results, signaling increased institutional conviction. Read More.
• Positive Sentiment: Royal Bank of Canada reaffirmed an “outperform” rating and set a $550 price target, highlighting a sizable upside case versus current levels. Read More.
• Positive Sentiment: Expanded NVIDIA collaboration: CrowdStrike unveiled a Secure‑by‑Design AI blueprint and deepened work on agentic MDR with NVIDIA, claiming faster investigations and improved triage accuracy — these moves embed Falcon into AI toolchains and address a growing enterprise security need. Read More.
• Positive Sentiment: Partnerships with Nebius and World Wide Technology position Falcon on AI‑optimized cloud infrastructure and in an AI proving ground, helping CrowdStrike capture security spend as enterprises deploy large‑scale AI. Read More.
• Positive Sentiment: Product/ARR momentum: Falcon Flex ARR topped $1.69B in Q4 FY26, supporting the narrative that platform adoption is expanding and driving durable recurring revenue growth. Read More.
• Neutral Sentiment: Analyst/industry commentary: Multiple outlets (24/7 Wall St., MarketBeat) are highlighting CrowdStrike as a core AI-security player alongside Okta, framing the company as well‑positioned for growing AI security budgets — this is positive context but not new financial data. Read More.
• Negative Sentiment: Sector headwinds: broader software group weakness and the “SaaS‑pocalypse” narrative remain risks — even with company‑specific positives, macro/valuation pressure on growth names could cap near‑term upside. Read More.

CrowdStrike Trading Up 2.2%

CRWD opened at $433.20 on Wednesday. CrowdStrike has a one year low of $298.00 and a one year high of $566.90. 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 business has a 50 day simple moving average of $427.47 and a two-hundred day simple moving average of $469.94. The firm has a market capitalization of $109.87 billion, a price-to-earnings ratio of -585.40, a PEG ratio of 18.59 and a beta of 1.07.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the prior year, the company earned $1.03 earnings per share. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. Analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Wall Street Analyst Weigh In

CRWD has been the subject of several analyst reports. Sanford C. Bernstein upped their price target on shares of CrowdStrike from $353.00 to $368.00 and gave the company a “market perform” rating in a research report on Wednesday, March 4th. UBS Group reissued an “overweight” rating on shares of CrowdStrike in a research note on Wednesday, March 4th. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. Piper Sandler raised CrowdStrike from a “neutral” rating to an “overweight” rating and set a $520.00 price target on the stock in a research note on Monday, March 2nd. Finally, Evercore lowered their price objective on CrowdStrike from $460.00 to $375.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 25th. One equities research 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 MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and an average price target of $506.26.

Insider Transactions at CrowdStrike

In related news, Director Johanna Flower sold 3,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the transaction, the director owned 76,082 shares in the company, valued at $35,145,319.08. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Anurag Saha sold 836 shares of the stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the transaction, the chief accounting officer directly owned 43,726 shares of the company’s stock, valued at approximately $20,849,868.58. The trade was a 1.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 90,024 shares of company stock worth $40,424,241. 3.32% of the stock is owned by corporate insiders.

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.