Slow Capital Inc. Boosts Holdings in CrowdStrike $CRWD

Key Points

• Slow Capital Inc. increased its holdings in CrowdStrike by 2.1%, bringing their total shares to 24,615, valued at approximately $12.5 million, making it their 15th largest position in the portfolio.
• Insider trading activity includes CFO Burt W. Podbere selling over 10,700 shares, which represents a 4.63% decrease in his ownership, while a director also sold 6,250 shares.
• CrowdStrike reported a quarterly EPS of $0.93, outperforming estimates and achieving a revenue growth of 21.4% year-over-year, with analysts maintaining a consensus rating of "Moderate Buy" for the stock.

Slow Capital Inc. raised its stake in shares of CrowdStrike (NASDAQ:CRWD - Free Report) by 2.1% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 24,615 shares of the company's stock after buying an additional 517 shares during the period. CrowdStrike comprises about 1.5% of Slow Capital Inc.'s portfolio, making the stock its 15th largest holding. Slow Capital Inc.'s holdings in CrowdStrike were worth $12,537,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Financial Management Professionals Inc. grew its holdings in CrowdStrike by 91.9% during the second quarter. Financial Management Professionals Inc. now owns 71 shares of the company's stock worth $36,000 after acquiring an additional 34 shares during the period. Cloud Capital Management LLC purchased a new stake in CrowdStrike in the 1st quarter worth approximately $25,000. Vision Financial Markets LLC purchased a new stake in CrowdStrike in the 1st quarter worth approximately $26,000. Atlantic Edge Private Wealth Management LLC grew its stake in shares of CrowdStrike by 114.3% during the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 75 shares of the company's stock worth $26,000 after purchasing an additional 40 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. grew its stake in shares of CrowdStrike by 305.3% during the 1st quarter. E Fund Management Hong Kong Co. Ltd. now owns 77 shares of the company's stock worth $27,000 after purchasing an additional 58 shares during the period. Institutional investors and hedge funds own 71.16% of the company's stock.

Insider Buying and Selling

In related news, CFO Burt W. Podbere sold 10,706 shares of the stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $495.67, for a total value of $5,306,643.02. Following the completion of the sale, the chief financial officer owned 220,424 shares of the company's stock, valued at approximately $109,257,564.08. This trade represents a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Sameer K. Gandhi sold 6,250 shares of the business's stock in a transaction on Thursday, September 4th. The stock was sold at an average price of $410.32, for a total value of $2,564,500.00. Following the transaction, the director directly owned 768,511 shares in the company, valued at $315,335,433.52. This trade represents a 0.81% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 132,816 shares of company stock worth $62,606,356 in the last 90 days. Corporate insiders own 3.32% of the company's stock.

CrowdStrike Trading Up 1.2%

Shares of CRWD stock opened at $495.95 on Tuesday. CrowdStrike has a fifty-two week low of $285.79 and a fifty-two week high of $517.98. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. The stock's fifty day moving average is $446.69 and its two-hundred day moving average is $441.44. The firm has a market capitalization of $124.46 billion, a P/E ratio of -416.76, a PEG ratio of 115.12 and a beta of 1.19.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last issued its earnings results on Wednesday, August 27th. The company reported $0.93 EPS for the quarter, beating analysts' consensus estimates of $0.83 by $0.10. The business had revenue of $1.17 billion during 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 company's quarterly revenue was up 21.4% compared to the same quarter last year. During the same period in the prior year, the business earned $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. Research analysts expect that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Cfra reiterated a "hold" rating and issued a $555.00 target price (up from $517.00) on shares of CrowdStrike in a research note on Thursday, July 10th. Robert W. Baird lifted their price objective on shares of CrowdStrike from $460.00 to $490.00 and gave the company a "neutral" rating in a report on Friday, September 19th. Roth Capital reissued a "buy" rating and set a $510.00 target price (up from $410.00) on shares of CrowdStrike in a research note on Thursday, September 18th. Rosenblatt Securities restated a "buy" rating and set a $490.00 target price on shares of CrowdStrike in a research report on Thursday, September 18th. Finally, Stephens lifted their price target on CrowdStrike from $510.00 to $525.00 and gave the company an "overweight" rating in a research note on Thursday, September 18th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $487.11.

About CrowdStrike

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.

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