Blue Rock Wealth Management LLC Makes New $229,000 Investment in CrowdStrike $CRWD

Key Points

• Blue Rock Wealth Management LLC purchased 650 shares of CrowdStrike, valued at approximately $229,000, during the first quarter.
• Institutional investors now hold 71.16% of CrowdStrike's stock, with notable increases from firms like Intech Investment Management and Focus Partners Wealth.
• CrowdStrike reported $1.17 billion in revenue for the last quarter, exceeding estimates, and set FY 2026 guidance for earnings per share between 3.600-3.72.

Blue Rock Wealth Management LLC purchased a new position in CrowdStrike (NASDAQ:CRWD - Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 650 shares of the company's stock, valued at approximately $229,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of CRWD. Brighton Jones LLC grew its position in CrowdStrike by 44.9% in the 4th quarter. Brighton Jones LLC now owns 7,803 shares of the company's stock worth $2,670,000 after purchasing an additional 2,417 shares during the last quarter. Schonfeld Strategic Advisors LLC grew its position in CrowdStrike by 30.7% in the 4th quarter. Schonfeld Strategic Advisors LLC now owns 915 shares of the company's stock worth $313,000 after purchasing an additional 215 shares during the last quarter. LRI Investments LLC grew its position in CrowdStrike by 164.5% in the 4th quarter. LRI Investments LLC now owns 455 shares of the company's stock worth $156,000 after purchasing an additional 283 shares during the last quarter. Lazard Asset Management LLC grew its position in CrowdStrike by 6.5% in the 4th quarter. Lazard Asset Management LLC now owns 6,919 shares of the company's stock worth $2,367,000 after purchasing an additional 424 shares during the last quarter. Finally, Nuveen Asset Management LLC grew its position in CrowdStrike by 4.0% in the 4th quarter. Nuveen Asset Management LLC now owns 1,686,147 shares of the company's stock worth $576,932,000 after purchasing an additional 64,095 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors and hedge funds.

CrowdStrike Price Performance

NASDAQ CRWD traded up $8.51 on Thursday, reaching $433.38. The company's stock had a trading volume of 2,408,603 shares, compared to its average volume of 3,213,036. The firm has a market cap of $108.76 billion, a PE ratio of -364.18, a price-to-earnings-growth ratio of 132.97 and a beta of 1.12. The business has a 50-day moving average price of $447.53 and a 200 day moving average price of $426.55. CrowdStrike has a 52 week low of $252.48 and a 52 week high of $517.98. The company has a current ratio of 1.88, a quick ratio of 1.88 and a debt-to-equity ratio of 0.20.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last posted its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, beating analysts' consensus estimates of $0.83 by $0.10. The business had revenue of $1.17 billion for the quarter, compared to analysts' expectations of $1.15 billion. CrowdStrike had a negative net margin of 6.84% and a negative return on equity of 1.53%. The firm's revenue for the quarter was up 21.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.04 earnings per share. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Sell-side analysts expect that CrowdStrike will post 0.55 EPS for the current year.

Analyst Ratings Changes

Several analysts have issued reports on CRWD shares. Bank of America restated a "neutral" rating and issued a $470.00 price target (up from $420.00) on shares of CrowdStrike in a research report on Wednesday, June 4th. Rosenblatt Securities decreased their price target on shares of CrowdStrike from $515.00 to $490.00 and set a "buy" rating on the stock in a research report on Thursday, August 28th. Piper Sandler decreased their price target on shares of CrowdStrike from $505.00 to $450.00 and set a "neutral" rating on the stock in a research report on Thursday, August 28th. Stephens lifted their target price on shares of CrowdStrike from $450.00 to $540.00 and gave the company an "overweight" rating in a research report on Wednesday, June 4th. Finally, Barclays set a $500.00 target price on shares of CrowdStrike in a research note on Tuesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and nineteen have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $460.10.

Insider Activity

In other CrowdStrike news, CEO George Kurtz sold 42,267 shares of the company's stock in a transaction dated Tuesday, August 5th. The shares were sold at an average price of $450.47, for a total transaction of $19,040,015.49. Following the sale, the chief executive officer directly owned 2,132,887 shares of the company's stock, valued at approximately $960,801,606.89. This represents a 1.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Roxanne S. Austin sold 9,447 shares of the company's stock in a transaction dated Tuesday, July 1st. The stock was sold at an average price of $512.65, for a total transaction of $4,843,004.55. Following the sale, the director directly owned 18,858 shares in the company, valued at $9,667,553.70. This represents a 33.38% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 143,734 shares of company stock valued at $67,337,728. Corporate insiders own 3.32% of the company's stock.

CrowdStrike Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.