CROWDSTRIKE HLDGS INC CRWD
CL A · Common Stock · CUSIP 22788C105 · ISIN US22788C1053
American cybersecurity technology company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersAustin, TX
- Founded2011
- Websitecrowdstrike.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($63.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $137.39. Options: 53 managers hold calls ($1.7bn notional), 45 hold puts ($1.7bn).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,055 |
| Q4 2022 | 968 |
| Q1 2023 | 1,020 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 458 | 545 |
| Q1 2023 | 577 | 397 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.9bn | $2.0bn | 1.05 |
| Q4 2022 | $1.4bn | $1.3bn | 0.92 |
| Q1 2023 | $1.7bn | $1.7bn | 1.05 |
Biggest buyers
| WARBURG PINCUS LLC | New | +1.7m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.3m |
| FMR LLC | Added | +1.1m |
| COATUE MANAGEMENT LLC | Added | +934.1k |
| PICTET ASSET MANAGEMENT SA | Added | +787.9k |
| Holocene Advisors, LP | New | +783.9k |
| Atreides Management, LP | New | +748.5k |
| JPMORGAN CHASE & CO | Added | +594.4k |
| Alphabet Inc. | Added | +541.5k |
| Capital World Investors | New | +525.6k |
Biggest sellers
| Capital Research Global Investors | Reduced | -5.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.5m |
| SCGE MANAGEMENT, L.P. | Reduced | -1.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -843.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -826.0k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -773.3k |
| VIKING GLOBAL INVESTORS LP | Sold out | -699.9k |
| Legal & General Group Plc | Reduced | -550.5k |
| Balyasny Asset Management L.P. | Reduced | -518.3k |
| FRANKLIN RESOURCES INC | Reduced | -510.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $369.8m2.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $333.9m2.4m shares |
| SIMPLEX TRADING, LLC | Reduced | $100.6m732.9k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $94.4m687.4k shares |
| IMC-Chicago, LLC | Reduced | $76.0m553.4k shares |
| Walleye Trading LLC | Added | $72.3m526.6k shares |
| D. E. Shaw & Co., Inc. | Added | $69.6m507.1k shares |
| Twin Tree Management, LP | Reduced | $64.2m467.7k shares |
| CTC LLC | Added | $63.7m4.8k shares |
| JANE STREET GROUP, LLC | Reduced | $63.6m463.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $294.9m2.1m shares |
| CITADEL ADVISORS LLC | Reduced | $228.4m1.7m shares |
| D. E. Shaw & Co., Inc. | Added | $135.3m985.9k shares |
| SIMPLEX TRADING, LLC | Added | $121.5m885.4k shares |
| BARCLAYS PLC | Added | $120.8m880.4k shares |
| Walleye Trading LLC | Added | $112.3m818.0k shares |
| JANE STREET GROUP, LLC | Added | $105.6m769.5k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $77.3m563.0k shares |
| IMC-Chicago, LLC | Added | $76.5m557.3k shares |
| CTC LLC | Added | $71.2m5.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 9 | $55.8m | — |
| Q1 2022 | 0 | — | 4 | $47.9m | — |
| Q2 2022 | 2 | $14.5k | 3 | $26.7m | — |
| Q3 2022 | 0 | — | 5 | $20.8m | — |
| Q4 2022 | 1 | $2.5m | 6 | $16.9m | — |
| Q1 2023 | 1 | $4.9m | 5 | $12.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-21 | Kurtz George PRESIDENT AND CEO, director | Sold | $7.9m58.7k shares |
| 2023-03-21 | Podbere Burt W. CHIEF FINANCIAL OFFICER | Sold | $2.2m16.6k shares |
| 2023-03-21 | Henry Shawn CHIEF SECURITY OFFICER | Sold | $1.4m10.5k shares |
| 2023-03-21 | Sentonas Michael PRESIDENT | Sold | $1.0m7.9k shares |
| 2023-03-21 | Saha Anurag CHIEF ACCOUNTING OFFICER | Sold | $111.4k845 shares |
| 2023-01-05 | AUSTIN ROXANNE S Director | Bought | $3.4m35.0k shares |
| 2023-01-05 | AUSTIN ROXANNE S Director | Bought | $1.5m15.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 14.4m $2.0bn | Added +408.4k |
| BlackRock Inc. 0.06% of their portfolio | 13.7m $1.9bn | Added +255.6k |
| JENNISON ASSOCIATES LLC 0.61% of their portfolio | 4.9m $668.3m | Reduced -47.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.70% of their portfolio | 4.8m $654.6m | Reduced -131.4k |
| STATE STREET CORP 0.03% of their portfolio | 4.3m $593.3m | Added +127.6k |
| T. Rowe Price Investment Management, Inc. 0.37% of their portfolio | 3.7m $513.2m | Reduced -22.0k |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 3.7m $506.9m | Added +594.4k |
| Clearbridge Investments, LLC 0.43% of their portfolio | 3.3m $452.6m | Added +412.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 3.1m $419.9m | Added +145.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.51% of their portfolio | 2.8m $383.0m | Added +1.3m |
| FMR LLC 0.02% of their portfolio | 2.4m $332.2m | Added +1.1m |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 2.2m $308.1m | Reduced -826.0k |
| NORGES BANK 0.06% of their portfolio | 2.1m $291.4m | Reduced -201.5k |
| MORGAN STANLEY 0.03% of their portfolio | 2.1m $284.8m | Reduced -164.3k |
| FIRST TRUST ADVISORS LP 0.32% of their portfolio | 2.0m $274.9m | Reduced -117.3k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 2.0m $269.8m | Added +347.4k |
| FRANKLIN RESOURCES INC 0.12% of their portfolio | 1.8m $241.3m | Reduced -510.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 1.7m $236.0m | Reduced -1.5m |
| WARBURG PINCUS LLC 9.29% of their portfolio | 1.7m $235.4m | New |
| CITADEL ADVISORS LLC 0.25% of their portfolio | 1.7m $231.7m | Added +223.6k |
| TWO SIGMA ADVISERS, LP 0.60% of their portfolio | 1.7m $231.0m | Added +248.3k |
| PICTET ASSET MANAGEMENT SA 0.29% of their portfolio | 1.7m $227.8m | Added +787.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.29% of their portfolio | 1.6m $225.4m | Reduced -23.5k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.4m $186.2m | Added +26.8k |
| Artisan Partners Limited Partnership 0.29% of their portfolio | 1.3m $174.9m | Reduced -330.7k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.2m $168.4m | Added +12.1k |
| Alphabet Inc. 8.86% of their portfolio | 1.2m $159.7m | Added +541.5k |
| Amundi 0.08% of their portfolio | 1.2m $147.9m | Added +353.7k |
| MACQUARIE GROUP LTD 0.19% of their portfolio | 1.1m $157.0m | Added +239.5k |
| Legal & General Group Plc 0.06% of their portfolio | 1.1m $156.1m | Reduced -550.5k |
| Invesco Ltd. 0.04% of their portfolio | 1.1m $155.0m | Added +218.6k |
| EAGLE ASSET MANAGEMENT INC 0.90% of their portfolio | 1.1m $154.6m | Added +299 |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.1m $153.5m | Reduced -144.2k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 1.0m $142.2m | Added +125.0k |
| Polar Capital Holdings Plc 0.97% of their portfolio | 966.5k $132.7m | Added +117.8k |
| COATUE MANAGEMENT LLC 0.88% of their portfolio | 962.8k $132.2m | Added +934.1k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 928.3k $127.4m | Added +145.2k |
| TIGER GLOBAL MANAGEMENT LLC 1.12% of their portfolio | 900.0k $123.5m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 875.1k $120.1m | Added +86.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 817.7k $112.2m | Added +32.4k |
| Swiss National Bank 0.08% of their portfolio | 810.0k $111.2m | Reduced -14.1k |
| UBS Group AG 0.05% of their portfolio | 793.5k $108.9m | Reduced -36.0k |
| Holocene Advisors, LP 0.54% of their portfolio | 783.9k $107.6m | New |
| TCW GROUP INC 1.33% of their portfolio | 757.4k $104.0m | Added +49.8k |
| Atreides Management, LP 3.65% of their portfolio | 748.5k $102.7m | New |
| BARCLAYS PLC 0.11% of their portfolio | 748.2k $102.7m | Reduced -125.2k |
| CREDIT SUISSE AG/ 0.10% of their portfolio | 741.4k $101.8m | Added +52.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 720.2k $98.8m | Added +22.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.60% of their portfolio | 718.3k $98.6m | Added +321.0k |
| IEQ CAPITAL, LLC 2.24% of their portfolio | 703.5k $96.6m | Added +55.8k |
| SOMA EQUITY PARTNERS LP 4.93% of their portfolio | 700.0k $96.1m | Added +200.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.47% of their portfolio | 682.6k $93.7m | Reduced -33.5k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 664.0k $91.1m | Added +19.1k |
| Allspring Global Investments Holdings, LLC 0.15% of their portfolio | 660.1k $90.6m | Reduced -77.7k |
| FIL Ltd 0.10% of their portfolio | 649.0k $89.1m | Added +82.7k |
| STRS OHIO 0.13% of their portfolio | 643.5k $88.3m | Added +429.0k |
| 1832 Asset Management L.P. 0.18% of their portfolio | 629.2k $86.4m | Reduced -77.1k |
| JANE STREET GROUP, LLC 0.14% of their portfolio | 583.0k $80.0m | Added +277.8k |
| DF DENT & CO INC 1.10% of their portfolio | 568.3k $78.0m | Added +25.3k |
| Swedbank AB 0.15% of their portfolio | 551.4k $75.7m | Reduced -64.7k |
| BAMCO INC /NY/ 0.23% of their portfolio | 546.1k $75.0m | Reduced -1.7k |
| Allianz Asset Management GmbH 0.16% of their portfolio | 543.6k $74.6m | Added +302.0k |
| Capital World Investors 0.01% of their portfolio | 525.6k $72.1m | New |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 521.8k $71.6m | Reduced -843.4k |
| TimesSquare Capital Management, LLC 1.04% of their portfolio | 519.9k $71.4m | Added +1.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.10% of their portfolio | 513.9k $70.5m | Added +4.4k |
| ETF MANAGERS GROUP, LLC 2.26% of their portfolio | 510.1k $70.0m | Reduced -27.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.37% of their portfolio | 506.5k $69.5m | Added +230.7k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.25% of their portfolio | 496.1k $68.1m | Reduced -112.1k |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 493.1k $67.7m | Added +91.4k |
| Mirae Asset Global Investments Co., Ltd. 0.16% of their portfolio | 491.1k $67.4m | Reduced -70.6k |
| Strategy Capital LLC 10.69% of their portfolio | 487.5k $66.9m | Added +31.0k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 456.1k $62.6m | Added +192.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.09% of their portfolio | 453.4k $61.2m | Added +39.1k |
| TD Asset Management Inc 0.07% of their portfolio | 442.6k $60.8m | Reduced -349.1k |
| CITIGROUP INC 0.08% of their portfolio | 422.7k $58.0m | Added +48.3k |
| Capital Research Global Investors 0.02% of their portfolio | 407.5k $55.9m | Reduced -5.7m |
| California Public Employees Retirement System 0.05% of their portfolio | 400.9k $55.0m | Reduced -54.5k |
| INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC 15.86% of their portfolio | 366.7k $50.3m | Unchanged |
| NICHOLAS COMPANY, INC. 1.02% of their portfolio | 364.7k $50.1m | Added +40.2k |
| SCGE MANAGEMENT, L.P. 1.34% of their portfolio | 355.0k $48.7m | Reduced -1.1m |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 2.73% of their portfolio | 354.4k $48.7m | Added +262.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 341.5k $46.9m | Reduced -24 |
| Man Group plc 0.16% of their portfolio | 333.9k $45.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 300.1k $41.2m | Reduced -231.1k |
| STIFEL FINANCIAL CORP 0.06% of their portfolio | 295.8k $40.6m | Reduced -105.5k |
| Trexquant Investment LP 1.11% of their portfolio | 294.0k $40.3m | Added +192.3k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 293.8k $40.3m | Reduced -773.3k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.08% of their portfolio | 293.6k $40.3m | Reduced -150.3k |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 290.6k $39.9m | Reduced -1.9k |
| National Pension Service 0.07% of their portfolio | 282.7k $37.2m | Reduced -79.3k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 265.2k $36.4m | Reduced -26.2k |
| LPL Financial LLC 0.03% of their portfolio | 264.1k $36.2m | Added +39.1k |
| CROSSLINK CAPITAL INC 7.33% of their portfolio | 263.0k $36.1m | Added +67.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 261.6k $35.9m | Reduced -1.2k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 261.3k $35.9m | Added +25.1k |
| Candriam S.C.A. 0.22% of their portfolio | 250.1k $31.6m | Reduced -45.0k |
| Alta Park Capital, LP 3.48% of their portfolio | 245.0k $33.6m | Added +184.0k |
| Thematics Asset Management 1.80% of their portfolio | 240.9k $33.1m | Reduced -87 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 240.7k $33.0m | Reduced -437 |