Swiss National Bank Has $352.34 Million Stock Holdings in CrowdStrike $CRWD

Key Points

• Swiss National Bank trimmed its stake in CrowdStrike by 4.2% to 718,500 shares — about 0.29% of the company — valued at roughly $352.34 million at the end of the quarter.
• Insiders have been net sellers: recent sales include Director Sameer K. Gandhi and President Michael Sentonas, and insiders disposed of 91,947 shares worth $41.44 million over the past 90 days, leaving insiders with 3.32% ownership.
• CrowdStrike beat Q4 estimates with $1.31B revenue (+23.8% YoY) and $1.12 EPS, while management cited accelerating ARR and an EU sovereign-cloud push; analysts remain mixed due to valuation concerns, with a consensus "Moderate Buy" target of $505.98.

Swiss National Bank trimmed its stake in CrowdStrike (NASDAQ:CRWD - Free Report) by 4.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 718,500 shares of the company's stock after selling 31,800 shares during the quarter. Swiss National Bank owned approximately 0.29% of CrowdStrike worth $352,338,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC increased its holdings in CrowdStrike by 44.9% during the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company's stock worth $2,670,000 after buying an additional 2,417 shares during the last quarter. Empowered Funds LLC lifted its stake in CrowdStrike by 3.6% in the first quarter. Empowered Funds LLC now owns 4,812 shares of the company's stock valued at $1,697,000 after acquiring an additional 169 shares during the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of CrowdStrike in the 2nd quarter valued at about $769,000. Savant Capital LLC increased its stake in shares of CrowdStrike by 29.3% during the 2nd quarter. Savant Capital LLC now owns 3,968 shares of the company's stock worth $2,021,000 after purchasing an additional 900 shares during the last quarter. Finally, KCM Investment Advisors LLC acquired a new position in shares of CrowdStrike during the 2nd quarter worth about $278,000. Institutional investors and hedge funds own 71.16% of the company's stock.

Insider Activity

In related news, Director Sameer K. Gandhi sold 1,879 shares of the company's stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the transaction, the director directly owned 763,027 shares in the company, valued at approximately $402,504,372.77. This represents a 0.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, President Michael Sentonas sold 11,461 shares of the firm's stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the transaction, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 91,947 shares of company stock worth $41,438,616. Corporate insiders own 3.32% of the company's stock.

CrowdStrike News Roundup

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results showed continued growth: revenue $1.31B, EPS $1.12 (beat consensus), and revenue +23.8% YoY — management highlighted durable high-growth trends on the earnings call, supporting the bull case for recurring-revenue acceleration. CrowdStrike Holdings, Inc. (CRWD) Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Management commentary and post-earnings analysis pointed to a durable high-growth run and accelerating annual recurring revenue (ARR), which investors view as evidence of improving fundamentals and longer-term revenue visibility. CrowdStrike Earnings Call Signals Durable High-Growth Run
• Positive Sentiment: Strategic EU push: CrowdStrike announced partnerships to bring Falcon to GDPR-compliant STACKIT/Schwarz Digits sovereign cloud, targeting regulated industries and public sector — this reduces regional compliance friction and expands addressable market in Europe. CrowdStrike Taps STACKIT To Pursue GDPR Focused Growth In Europe
• Positive Sentiment: Related coverage highlights the same EU sovereign-cloud push (Schwarz Digits / STACKIT) as a growth catalyst for regulated customers and critical infrastructure. CrowdStrike Taps Schwarz Digits To Target European Sovereign Cloud Security Demand
• Positive Sentiment: Investor enthusiasm was also driven by a recent short-term rally tied to elevated cyber risk sentiment, which tends to lift security names like CRWD. CrowdStrike Holdings Surges as Cyber Fears Ignite Rally
• Neutral Sentiment: Some upbeat analyst commentary (e.g., Scotiabank issued a positive outlook on earnings), which supports the narrative but does not constitute a rating upgrade. Scotiabank Issues Positive Outlook for CrowdStrike Earnings
• Neutral Sentiment: Two broker notes from Mizuho and Macquarie were published as "hold" ratings — these temper upside and suggest some analysts want to see further execution before upgrading. CrowdStrike Holdings (CRWD) Gets a Hold from Mizuho Securities CrowdStrike Holdings (CRWD) Receives a Hold from Macquarie
• Negative Sentiment: Valuation caution: several analysts and investors note CRWD remains pricey after gains; the Fool coverage flags strong ARR growth but warns the stock may be expensive for some investors — valuation is a key reason for mixed analyst stances. As Annual Recurring Revenue Accelerates, Is CrowdStrike a Buy?

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on CRWD. Wedbush reiterated an "outperform" rating and issued a $550.00 target price on shares of CrowdStrike in a research note on Wednesday. Sanford C. Bernstein boosted their price target on CrowdStrike from $353.00 to $368.00 and gave the stock a "market perform" rating in a research report on Wednesday, March 4th. Barclays dropped their price objective on CrowdStrike from $610.00 to $550.00 and set an "overweight" rating on the stock in a research note on Friday, February 20th. Evercore cut their price objective on CrowdStrike from $460.00 to $375.00 and set an "equal weight" rating for the company in a research report on Wednesday, February 25th. Finally, Macquarie Infrastructure reiterated a "neutral" rating and set a $485.00 target price on shares of CrowdStrike in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $505.98.

CrowdStrike Trading Up 0.7%

Shares of NASDAQ:CRWD opened at $428.99 on Monday. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The business has a 50 day moving average of $431.56 and a 200-day moving average of $469.28. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The stock has a market cap of $108.15 billion, a PE ratio of -579.71, a P/E/G ratio of 20.96 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping analysts' consensus estimates of $1.10 by $0.02. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.30 billion. CrowdStrike had a negative return on equity of 0.14% and a negative net margin of 3.81%.The firm's quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.03 earnings per share. As a group, equities research analysts forecast that CrowdStrike will post 0.55 earnings per share for the current year.

CrowdStrike Company 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.

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