Evanson Asset Management LLC Has $965,000 Stake in CrowdStrike $CRWD

Evanson Asset Management LLC lifted its holdings in shares of CrowdStrike (NASDAQ:CRWD) by 253.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,058 shares of the company’s stock after acquiring an additional 1,475 shares during the quarter. Evanson Asset Management LLC’s holdings in CrowdStrike were worth $965,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in CRWD. Laurel Wealth Advisors LLC increased its holdings in shares of CrowdStrike by 54,635.9% in the second 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 bought a new position in shares of CrowdStrike in the second quarter valued at about $1,638,365,000. Assenagon Asset Management S.A. lifted its stake in shares of CrowdStrike by 232.5% during the 4th quarter. Assenagon Asset Management S.A. now owns 714,165 shares of the company’s stock worth $334,772,000 after buying an additional 499,353 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of CrowdStrike by 1.9% during the 3rd quarter. Vanguard Group Inc. now owns 23,876,498 shares of the company’s stock worth $11,708,557,000 after buying an additional 445,926 shares during the last quarter. Finally, First Trust Advisors LP boosted its holdings in shares of CrowdStrike by 19.9% during the 3rd quarter. First Trust Advisors LP now owns 2,599,902 shares of the company’s stock worth $1,274,940,000 after buying an additional 431,382 shares during the period. 71.16% of the stock is owned by institutional investors and hedge funds.

Key CrowdStrike News

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: CrowdStrike launched multiple AI-centric product suites (Agentic MDR, Falcon Data Security, adversary-informed cloud risk prioritization) that reinforce its positioning as an AI-native security platform; these are clear long-term revenue and upsell catalysts. Adversary-Informed Cloud Risk Prioritization
• Positive Sentiment: CrowdStrike introduced Agentic MDR and Flex for Services to monetize managed services and flexible consumption — a move that can expand ARR and attach high-margin services to the Falcon platform. Flex for Services
• Positive Sentiment: Integration wins and partnerships — notably Falcon Next‑Gen SIEM support for Microsoft Defender — help crowdstrike broaden TAM and ease enterprise adoption friction. Microsoft Defender integration
• Neutral Sentiment: Short‑interest data reports for March appear inconsistent (zeros/NaN across feeds), so published “big increase” headlines may be noisy — treat short‑interest signals cautiously.
• Negative Sentiment: Today’s sell‑off looks driven more by sector rotation: risk‑off sentiment in high‑multiple software and fears that AI tools (and large cloud players) could pressure pricing and growth expectations for premium security vendors. QuiverQuant analysis
• Negative Sentiment: News and chatter about third‑party AI automation (e.g., Amazon) raising questions about the SaaS model and enterprise AI spend has added to near‑term pressure. Benzinga coverage
• Negative Sentiment: Analyst price‑target trims on expensive software multiples and visible insider selling/portfolio reshuffling among large institutions have incrementally weighed on sentiment, making CRWD more sensitive to market pullbacks. Insider & analyst notes

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on CRWD. Jefferies Financial Group decreased their price target 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. Deutsche Bank Aktiengesellschaft reduced their price objective on CrowdStrike from $475.00 to $440.00 and set a “hold” rating for the company in a report on Wednesday, March 4th. Oppenheimer decreased their target price on CrowdStrike from $580.00 to $500.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 24th. TD Cowen lowered their target price on CrowdStrike from $580.00 to $480.00 and set a “buy” rating on the stock in a research note on Tuesday, February 24th. Finally, Berenberg Bank set a $600.00 price target on CrowdStrike and gave the stock a “buy” rating in a report on Friday, January 9th. 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $506.26.

CrowdStrike Trading Down 4.9%

Shares of NASDAQ:CRWD opened at $392.99 on Wednesday. The business’s 50 day simple moving average is $422.08 and its 200 day simple moving average is $469.93. 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 0.17, a current ratio of 1.77 and a quick ratio of 1.77. The company has a market capitalization of $99.67 billion, a P/E ratio of -531.06, a P/E/G ratio of 18.13 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $1.10 by $0.02. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The company’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.03 EPS. On average, research analysts anticipate that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity at CrowdStrike

In related news, Director Johanna Flower sold 3,000 shares of the company’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 completion of the sale, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO George Kurtz sold 28,853 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the sale, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. The trade was a 1.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 48,131 shares of company stock valued at $20,261,872 over the last quarter. 3.32% of the stock is 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.