Bell Bank 13F: Adds $1.3M to CrowdStrike (CRWD) Stake
Key Points
- Bell Bank grew its stake in CrowdStrike Holdings, Inc. by 4,898 shares to end with 6,476 shares, according to a Form 13F filing filed on October 21, 2026.
- The cybersecurity software provider reported $5.4 billion in trailing revenue along with an earnings per share of $0.06.
- Multiple Wall Street firms recently maintained bullish ratings on the stock, with price targets stretching up to $320.
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Bell Bank raised its stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 310.4% during the third quarter, adding 4,898 shares to bring its total holding to 6,476 shares. The investment was revealed in a Form 13F filing submitted to the SEC on October 21, 2026. The reported value of the position stood at $1,714,521 at the time of the report.
CRWD
CrowdStrike Holdings, Inc.
Bell Bank vs. the S&P 500
Hypothetical returns from Bell Bank's disclosed trades, not real profit or advice. How we model this.
What Changed in Bell Bank's CrowdStrike Position
Bell Bank held 1,578 shares of the cybersecurity firm previously. By purchasing an additional 4,898 shares, the institution more than quadrupled its investment in the software maker. The firm's filing captures portfolio shifts made over the course of the quarter that ended prior to October.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike shares closed at $239.34 on October 21, 2026. More recently, the stock traded around $239.41 as of October 22, 2026. The stock sits well above its 200-day moving average of $162.31 and trades slightly above its 50-day moving average of $233.84. Over the past year, shares have traded as low as $85.68 and as high as $286.99.
Recent Earnings
For the trailing twelve months, CrowdStrike reported $5.39 billion in revenue and an earnings per share of $0.06. The company posted a year-over-year revenue growth rate of 25.8%, alongside a net profit margin of 0.8% and a return on equity of 1.5%. The software maker's next quarterly financial results are scheduled for release on 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.
Company insiders completed several transactions in October 2026. Chief Executive Officer George Robert Kurtz sold 28,920 shares on October 12 valued at $7,720,829, followed by sales of 20,000 shares on October 16 worth $4,738,401 and another 20,000 shares on October 20 worth $4,557,951. Director Johanna Flower also sold 9,896 shares on October 16 for $2,276,597.
Analysts Set New Price Targets
Wall Street firms updated their views on the cybersecurity provider through mid-October. On October 13, Wells Fargo maintained an Overweight rating and lifted its target to $300 from $235. Freedom Broker kept a Buy rating on October 14 while raising its target from $260 to $320. BTIG also kept a Buy rating on October 14, boosting its target to $312 from $245. Citigroup maintained a Buy rating on October 15 with a target increased to $295 from $260, and Keybanc kept an Overweight rating on October 16 while moving its target to $265 from $245. Across the analyst community, the stock carries a consensus Buy rating and an average price target of $246.15.
About CrowdStrike Holdings, Inc.
Headquartered in Austin, Texas, CrowdStrike provides cloud-delivered cybersecurity solutions for endpoints, cloud workloads, identity protection, and data security. The company operates through a software-as-a-service model, serving corporate clients worldwide seeking protection against modern digital threats.
Bottom Line
Institutional investors continue to adjust portfolios as the software provider approaches its next earnings report on December 1, 2026. Market participants will watch whether upcoming financial results align with the growth rates and analyst expectations currently surrounding the business.
Related Filing Alerts
Source: Bell Bank's 13F filing on $CRWD (Oct 21, 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