Asset Management One 13F: Adds $101M to CrowdStrike (CRWD) Stake
Key Points
- Asset Management One increased its holdings in CrowdStrike by 381,508 shares, raising its total position to 522,176 shares valued at approximately $138.2 million.
- The fund's reported value in CrowdStrike represents about 0.99% of its total portfolio, ranking it 21st among its 940 holdings.
- CrowdStrike's stock recently traded around $268.02, which is about equal to its closing price on October 27, 2026.
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Asset Management One boosted its position in CrowdStrike Holdings, Inc. (CRWD) by 381,508 shares in a filing on October 27, 2026. This brings the total number of shares held to 522,176, with a reported value of approximately $138.2 million.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Asset Management One's CrowdStrike Position
In this filing, Asset Management One's position in CrowdStrike saw a 271.2% increase, reflecting a significant addition to their investment. The fund's reported value in this stock now represents about 0.99% of its total portfolio, which encompasses 940 positions.
Other Institutional Activity in CrowdStrike
Penobscot Investment Management Company opened a new position in CrowdStrike by acquiring 2,180 shares, which are now worth about $577,155. This adds to the activity surrounding CrowdStrike as various funds adjust their holdings in the tech sector.
CrowdStrike Holdings, Inc. Stock Up 4.1%
CrowdStrike shares recently traded around $268.02, which is about equal to its closing price on October 27, 2026. The stock is currently above its 50-day moving average by 13.7% and well above its 200-day average by 63.1%. However, it is about 6.6% below its 52-week high of $286.99.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of about $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.
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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.
Several insiders have sold shares recently. On October 16, 2026, Director Johanna Flower sold 9,896 shares valued at approximately $2.28 million. CEO George Robert Kurtz sold 20,000 shares on October 20, 2026, for about $4.56 million. Additionally, on October 23 and 26, 2026, Kurtz sold 10,000 shares each time, totaling around $5.11 million combined.
Analysts Set New Price Targets
On October 14, 2026, Freedom Broker maintained a Buy rating for CrowdStrike with a price target of $320, while BTIG also maintained a Buy rating with a target of $312. Citigroup and Keybanc followed suit, maintaining Buy and Overweight ratings with targets of $295 and $265, respectively. The consensus recommendation for CrowdStrike remains a Buy, with a mean price target of $247.25 based on 50 analyst opinions.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cybersecurity solutions worldwide. The company offers a cloud-based platform that protects endpoints, cloud workloads, identities, and data through a subscription model. This recent boost in position by Asset Management One highlights continued interest in CrowdStrike's growth potential within the technology sector.
Bottom Line
Investors should keep an eye on CrowdStrike's upcoming earnings report on December 1, 2026, as well as any further filings from Asset Management One and other institutional investors. The significant increase in their position reflects confidence in CrowdStrike's future performance.
Related Filing Alerts
Source: Asset Management One's 13F filing on $CRWD (Oct 27, 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