Amundi 13F: Adds $345M to CrowdStrike (CRWD) Stake
Institutional filing reveals Amundi boosted its stake in cybersecurity firm CrowdStrike Holdings, Inc. by 34.0% during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Amundi added 464,952 shares to its stake in CrowdStrike Holdings, Inc. ($CRWD), a 34.01% increase, according to a 13F filing with the SEC dated May 18, 2026. It reported 1,832,122 shares worth $1.36 billion at the end of the quarter.
Since the filing, $CRWD is up 8.5% after 1 week, up 10.4% after 1 month and up 47.0% to date (from the $154.71 close on May 18, 2026).
CRWD
CrowdStrike Holdings, Inc.
Key Points
- Amundi boosted its stake in CrowdStrike Holdings, Inc. (NasdaqGS: CRWD) by 34.0% with the addition of 464,952 shares.
- Amundi held 1,832,122 $CRWD shares at quarter end, up 34.01% from the prior quarter.
- CrowdStrike shares trade on the NasdaqGS, backed by $5.4 billion in annual revenue and robust year-over-year revenue growth.
- Keywall analysts and major firms continue to update their outlooks with a consensus buy rating across fifty opinions.
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Amundi Raises Stake in CrowdStrike Holdings, Inc.
Amundi expanded its holdings in CrowdStrike Holdings, Inc. (NasdaqGS: CRWD) according to a recent Form 13F filing filed with the Securities and Exchange Commission. The filing covers portfolio holdings as of May 18, 2026, and may not reflect the firm's current positioning today.
Inside Amundi's Portfolio Adjustment
During the period, Amundi lifted its investment by purchasing an additional 464,952 shares. This marked a 34.0% increase over its previous holding of 1,367,170 shares. The fund wrapped up the period with 1,832,122 shares of the cybersecurity provider, carrying a reported value of roughly $1.36 billion.
CrowdStrike Market Valuation
CrowdStrike shares trade on the NasdaqGS exchange, reflecting strong market attention within the technology sector. The company commands a market capitalization in the billions, with a forward P/E ratio of 151.8. Its platform secures cloud workloads and endpoints globally.
Recent Earnings Performance
CrowdStrike posted $5.4 billion in revenue over the trailing period, accompanied by a revenue growth rate of 25.8%. The company generated positive net margins alongside an earnings per share figure of $0.06. Its next quarterly earnings report is scheduled for December 1, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
29 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
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Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
29 target raises, 1 target cut.
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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.
President and CEO George Kurtz executed planned share sales, including disposing of 10,000 shares on October 14, 2026, at an average price of $252.14. Chief Accounting Officer Anurag Saha also completed a planned sale of 1,497 shares on June 24, 2026. These transactions took place under pre-arranged Rule 10b5-1 trading plans and do not signal a change in business fundamentals.
Analysts Set New Price Targets
Wall Street firms have adjusted their expectations following recent reports. On October 16, 2026, Keybanc maintained an Overweight rating while lifting its price target to $265. Citigroup kept a Buy rating on October 15, 2026, moving its target to $295. Overall, fifty analysts maintain a consensus buy rating on the stock with a mean target price of $246.15.
About CrowdStrike Holdings, Inc.
Based in Austin, Texas, CrowdStrike provides cloud-based security solutions that protect endpoints, cloud workloads, and identity systems. Its flagship Falcon platform utilizes artificial intelligence and automation to help enterprises defend against complex digital threats across hybrid IT environments.
Looking Ahead at Filings
Investors tracking institutional shifts should keep an eye on upcoming quarterly filings to see whether major funds maintain or adjust their positions. As 13F reports look backward, market participants often pair them with real-time pricing data and upcoming earnings catalysts to gauge overall sentiment.
Related Filing Alerts
Source: Amundi's 13F filing on $CRWD (May 18, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Amundi 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts