Stocklore

CrowdStrike Holdings (CRWD)

Software · US stock

What changed in recent filings

  • Revenue +26% YoYQuarter ended Apr 30, 2026
  • Institutions — 5 new · 2 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding CrowdStrike Holdings

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2019 Q2 · 62019 Q3 · 32019 Q4 · 42020 Q1 · 52020 Q2 · 92020 Q3 · 72020 Q4 · 122021 Q1 · 92021 Q2 · 62021 Q3 · 52021 Q4 · 72022 Q1 · 82022 Q2 · 92022 Q3 · 112022 Q4 · 92023 Q1 · 72023 Q2 · 62023 Q3 · 62023 Q4 · 62024 Q1 · 62024 Q2 · 62024 Q3 · 52024 Q4 · 52025 Q1 · 42025 Q2 · 32025 Q3 · 22025 Q4 · 22026 Q1 · 52026 Q2 · 9
19 Q222 Q426 Q2

2019 Q2: 6 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold CrowdStrike Holdings

Institutions we track that reported holding this stock in their most recent 13F.

  • ARK Invest0.12% of portfolio · since 2021 Q4
  • Baillie Gifford & Counder 0.01% of portfolio · since 2024 Q3
  • Moore Capital Management0.07% of portfolio · since 2026 Q1
  • Bridgewater Associates0.08% of portfolio · since 2026 Q1
  • Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
  • Caisse de depot (Quebec)0.01% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management0.03% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.26% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.04% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The No. 1 in cloud-based endpoint security (EDR). It delivers integrated cyber-threat detection and response via the Falcon platform.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

CrowdStrike Holdings is classified under the Software sector. See peers below.

CrowdStrike Holdings key financials

Based on SEC filings · as of Jul 31, 2026

-3.7%
0.15x
as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

CrowdStrike Holdings vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
24.3%vs benchmark 21.1%↑ above
Operating margin
-2.3%vs benchmark 4.9%↓ below
Net margin
1.1%vs benchmark 10.1%↓ below
ROE
-3.7%vs benchmark 4.0%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

CRWD revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-04-30 revenue was $1.4B, +25.6% YoY.

The largest segment is Subscription and circulation, 95.3% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Subscription and circulation segment (about 96% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding CrowdStrike Holdings

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
1.08%
QQQInvesco QQQ Trust, Series 1
0.84%
QQQMInvesco NASDAQ 100 ETF
0.81%
VUGVANGUARD GROWTH INDEX FUND
0.53%
SPY
0.30%
VOOVANGUARD 500 INDEX FUND
0.30%
IVViShares Core S&P 500 ETF
0.30%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.27%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.25%
RSPInvesco S&P 500 Equal Weight ETF
0.19%

CRWD on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full CRWD analysis →

Peers · Software

CRWD FAQ

What is CrowdStrike Holdings (CRWD)?

The No. 1 in cloud-based endpoint security (EDR). It delivers integrated cyber-threat detection and response via the Falcon platform.

What sector is CrowdStrike Holdings in?

CrowdStrike Holdings is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are CrowdStrike Holdings's key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 24.3%, Operating margin -2.3%, Net margin 1.1%, ROE -3.7%, Debt-to-equity 0.15x. Definitions and interpretation are available on Stocklore.

What are CrowdStrike Holdings's main revenue segments?

The largest segment is Subscription and circulation, about 95.3% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze CrowdStrike Holdings (CRWD) stock?

On Stocklore you can see CRWD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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