Ascent Wealth Partners 13F: Adds $5.6M to CRWD Stake

Ascent Wealth Partners raised its stake in CrowdStrike Holdings, Inc. CRWD by 294.7% during the period, adding 21,327 shares to end with 28,564 shares. According to a Form 13F filing with the SEC on October 23, 2026, the firm's total holding was valued at approximately $7,562,319. The stock closed at $257.57 on the filing date.

CRWD CrowdStrike Holdings, Inc.

$237.94 ▲ +109.84% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Ascent Wealth Partners's CrowdStrike Holdings, Inc. Position

Ascent Wealth Partners significantly expanded its exposure to the cybersecurity provider by lifting its prior position of 7,237 shares up to 28,564 shares. The addition of 21,327 shares marked a 294.7% increase for the portfolio, reflecting a large step up in shares held as of the filing date on October 23, 2026.

Other Institutional Activity in CrowdStrike Holdings, Inc.

Other institutional investors also adjusted their positions in the cloud-delivered security software company. Capital Investment Advisors grew its holdings by 9,998 shares, ending with 13,329 shares worth about $3,528,971. Mutual of America Capital Management raised its holdings by 82,083 shares, ending with 109,679 shares worth about $29,037,515. NTV Asset Management grew its stake by 7,114 shares, ending with 9,257 shares worth about $2,450,905.

CrowdStrike Holdings, Inc. Stock Up 7.6%

CrowdStrike recently traded around $257.59 as of October 24, 2026, roughly equal to its event-day close of $257.57. The shares sit 10.2% below the 52-week high of $286.99 and well above the 52-week low of $85.68. The stock trades above its 50-day moving average of $234.16 and sits higher than its 200-day moving average of $162.93.

Recent Earnings

CrowdStrike generated $5.39 billion in trailing revenue with earnings of $0.05 per share. The company reported a net profit margin of 0.8% and a return on equity of 1.5%, alongside year-over-year revenue growth of 25.8%. The next earnings release is scheduled for December 1, 2026.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Insider transactions included multiple sales by corporate officers and directors. Director Johanna Flower disposed of 9,896 shares valued at $2,276,597 on October 16, 2026. Chief Executive Officer George Robert Kurtz sold 20,000 shares worth $4,557,951 on October 20, 2026. President and CEO George Kurtz subsequently sold 10,000 shares at an average price of $237.31 for a total of $2,373,089 on October 21, 2026 under a planned trading arrangement, followed by another sale of 10,000 shares at an average price of $238.88 totaling $2,388,765 on October 22, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Freedom Broker maintained a Buy rating while lifting its target to $320.00 from $260.00 on October 14, 2026. BTIG maintained a Buy rating and raised its target from $245.00 to $312.00 on October 14, 2026. Citigroup maintained a Buy rating and increased its target to $295.00 from $260.00 on October 15, 2026. Keybanc maintained an Overweight rating with a target moved to $265.00 from $245.00 on October 16, 2026. Mizuho maintained an Outperform rating and bumped its target to $275.00 from $250.00 on October 22, 2026. The stock carries a consensus buy recommendation among 50 analysts, with a mean price target of $246.65.

About CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. develops cloud-based security software that protects enterprise endpoints, cloud workloads, identity tools, and corporate data. Operating from Austin, Texas, the company delivers its unified protection platform through a software-as-a-service subscription model to customers worldwide.

Bottom Line

Investors will look ahead to CrowdStrike's upcoming earnings report on December 1, 2026 for further details on top-line growth and profitability margins. Institutional ownership shifts and ongoing insider transactions will remain key areas to follow as market conditions evolve.