Brookstone Capital Management 13F: Adds $35M to CRWD Stake
Key Points
- Brookstone Capital Management grew its CrowdStrike Holdings, Inc. position by 244.2% during the period, bringing its total holding to 186,211 shares valued at about $49.3 million.
- CrowdStrike recently traded around $238.03, sitting above its 50-day moving average and well above its 52-week low of $85.68.
- Multiple Wall Street firms recently updated their outlooks on the cybersecurity provider, with an average analyst target price of $246.15.
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
Brookstone Capital Management lifted its holdings in CrowdStrike Holdings, Inc. CRWD by 244.2% during the period, according to a Form 13F filing on October 22, 2026.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Brookstone Capital Management's CrowdStrike Position
The firm added 132,108 shares to its portfolio during the quarter, bringing its total stake to 186,211 shares. The reported value of the holding reached about $49.3 million at the time of the filing. Before this purchase, the firm held 54,103 shares of the cybersecurity provider.
Other Institutional Activity in CrowdStrike
Other institutional investors also adjusted their positions in the cybersecurity firm during the recent filing cycle. RMR Wealth Builders grew its holdings by 30,438 shares, ending with 42,539 shares worth about $11.3 million. Sepio Capital added 26,349 shares to finish with 35,296 shares valued at about $9.3 million. Royal Fund Management lifted its stake by 43,525 shares to end with 55,048 shares worth about $14.6 million. Wealthcare Advisory Partners increased its position by 12,623 shares, ending with 18,417 shares valued at about $4.9 million. Root Financial Partners grew its holdings by 3,816 shares to finish with 4,386 shares worth about $1.2 million.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike shares recently traded around $238.03, down about 0.5% from an event-day close of $239.34 on October 21, 2026. The stock sits about 1.8% above its 50-day moving average and 46.7% above its 200-day moving average. Shares trade 17.1% below their 52-week high of $286.99 and 177.8% above their 52-week low of $85.68.
Recent Earnings
CrowdStrike generated $5.4 billion in trailing-twelve-month revenue alongside positive earnings per share of $0.06. The company reported a net profit margin of 0.8% and a return on equity of 1.5%. Its 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.
Dividend
CrowdStrike Holdings, Inc. does not currently pay a dividend to shareholders, keeping its payout ratio and dividend yield at zero.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
Company insiders executed several transactions prior to the filing date. Chief Executive Officer George Robert Kurtz sold 28,920 shares on October 12, 2026, for about $7.7 million. Director Johanna Flower disposed of 9,896 shares on October 16, 2026, valued at approximately $2.3 million. Chief Executive Officer George Robert Kurtz also sold 20,000 shares on October 16, 2026, worth about $4.7 million, and another 20,000 shares on October 20, 2026, for roughly $4.6 million.
Analysts Set New Price Targets
Wall Street firms maintained favorable views on the stock ahead of the filing. Freedom Broker maintained a buy rating on October 14, 2026, while raising its target to $320.00. BTIG kept a buy rating on October 14, 2026, lifting its target to $312.00. Citigroup maintained a buy rating on October 15, 2026, with an increased target of $295.00. Keybanc kept an overweight rating on October 16, 2026, raising its target to $265.00. Mizuho maintained an outperform rating on October 22, 2026, with a target of $275.00. The stock carries a consensus buy recommendation from 50 analysts, with a mean price target of $246.15.
About CrowdStrike
Headquartered in Austin, Texas, CrowdStrike Holdings, Inc. provides cloud-based cybersecurity solutions for enterprise endpoints, cloud workloads, identity protection, and data security. The company operates through a software-as-a-service subscription model, helping organizations detect and stop breaches across modern digital architectures.
Bottom Line
Institutional interest in CrowdStrike remains strong as large funds adjust holdings. Investors will look toward the company's upcoming earnings release on December 1, 2026, for further updates on software subscription growth and margin expansion.
Related Filing Alerts
Source: Brookstone Capital Management's 13F filing on $CRWD (Oct 22, 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