Ag2R la Mondiale Gestion D'Actifs 13F: Adds $9.3M to CRWD Stake
Key Points
- Ag2R la Mondiale Gestion D'Actifs increased its holdings in CrowdStrike by 35,250 shares, raising its total to 46,111 shares valued at about $12.2 million.
- The stock closed at $261.83 on October 26, 2026, and recently traded around $261.85, showing stability.
- CrowdStrike has a market cap of approximately $263.7 billion, with a forward P/E ratio of 159.9 and a strong year-over-year revenue growth of 25.8%.
Get CrowdStrike Holdings text alerts
We text you when insiders, Congress, analysts or big funds move on $CRWD.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated CrowdStrike Holdings, Inc. alert may contain errors. Disclosures
In a filing on October 26, 2026, Ag2R la Mondiale Gestion D'Actifs boosted its stake in CrowdStrike Holdings, Inc. (CRWD) by 35,250 shares. This brings their total ownership to 46,111 shares, worth about $12.2 million.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Ag2R la Mondiale Gestion D'Actifs's CrowdStrike Position
Ag2R la Mondiale Gestion D'Actifs increased its holdings in CrowdStrike by 35,250 shares, representing a 324.6% increase from their previous position of 10,861 shares. The reported value of this stake is now approximately $12.2 million.
Where CrowdStrike Fits in Ag2R la Mondiale Gestion D'Actifs's Portfolio
CrowdStrike now represents about 0.8% of Ag2R la Mondiale Gestion D'Actifs's total reported portfolio, ranking 21st among the 425 positions they hold.
Other Institutional Activity in CrowdStrike
On the same day, UniSuper Management added 144,352 shares to its position in CrowdStrike, raising its total to 188,720 shares valued at approximately $49.9 million. Gf Fund Management also increased its stake by 172,706 shares, bringing its total to 229,638 shares worth about $60.8 million. First Horizon boosted its holdings by 2,670 shares, totaling 3,560 shares valued at around $942,510.
CrowdStrike Holdings, Inc. Stock Up 1.7%
CrowdStrike closed at $261.83 on October 26, 2026, and recently traded around $261.85, which is about equal to that closing price. The stock is currently well above its 50-day moving average by 11.5% and significantly above its 200-day moving average by 60%. However, it remains below its 52-week high of $286.99 by 8.8%.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of approximately $5.4 billion, with a year-over-year revenue growth of 25.8%. The next earnings report is scheduled for December 1, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
29 target raises vs 1 cuts.
-
EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
-
Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
29 target raises, 1 target cut.
-
Earnings quality
Gross margin up 1.5 points. Operating margin up 9.1 points. Positive free cash flow.
Earnings Call Summary
CrowdStrike delivered record results with net new ARR of $221 million and ending ARR of $4.66 billion, up 20 percent year over year. The company beat all guided metrics, driven by artificial intelligence demand and strong Falcon Flex adoption with over 1,000 customers. Management announced the acquisition of ONEM to enhance next-generation SIEM with faster data processing and lower costs, positioning them for accelerated growth.
Guidance The company expects revenue between $4.7495 and $4.8055 billion for the full year, growing 20 to 22 percent. They guided for net new ARR to grow at least 40 percent in the second half and aim to exceed $5 billion in ending ARR by year-end.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
Several insiders sold shares recently. CEO George Robert Kurtz sold 28,920 shares on October 12, 2026, valued at about $7.7 million. On October 16, he sold another 20,000 shares for around $4.7 million. Additionally, he sold 20,000 shares on October 20, 2026, valued at about $4.6 million. Director Johanna Flower also sold 9,896 shares on October 16, worth approximately $2.3 million.
Analysts Set New Price Targets
On October 14, 2026, Freedom Broker maintained a "Buy" rating with a price target of $320.00, while BTIG also kept a "Buy" rating with a target of $312.00. Citigroup maintained a "Buy" rating with a target of $295.00 on October 15. Keybanc rated it "Overweight" with a target of $265.00 on October 16, and Mizuho rated it "Outperform" with a target of $275.00 on October 22. The consensus recommendation from 50 analysts remains a "Buy" with a mean price target of $247.25.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cybersecurity solutions through its cloud-based platform. It protects endpoints, cloud workloads, and data via a subscription model, serving customers both in the U.S. and internationally. This increase in Ag2R la Mondiale Gestion D'Actifs's stake reflects confidence in CrowdStrike's growth potential in the cybersecurity sector.
Bottom Line
Investors should keep an eye on CrowdStrike’s upcoming earnings report on December 1, 2026, and watch for further institutional activity as the stock continues to perform well against its moving averages. Ag2R la Mondiale Gestion D'Actifs's recent increase in stake emphasizes the fund's belief in the company's future prospects.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $CRWD (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts