Capital Investment Advisors 13F: Adds $2.6M to CRWD Stake
Key Points
- Capital Investment Advisors lifted its CrowdStrike Holdings, Inc. stake by 300.2% to 13,329 shares in an October 22, 2026 filing.
- CrowdStrike recently traded around $257.59, sitting above its 50-day moving average ahead of December 1, 2026 earnings.
- Several institutions and insiders adjusted positions while analysts maintained a generally positive outlook on the cybersecurity provider.
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Capital Investment Advisors boosted its stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 300.2% during the third quarter, according to a Form 13F filed with the SEC on October 22, 2026. The firm purchased an additional 9,998 shares, bringing its total holdings to 13,329 shares. The value of the investment reached about $3.5 million at the time of the filing, as the cybersecurity stock closed at $237.94 on the day of the report.
CRWD
CrowdStrike Holdings, Inc.
Capital Investment Advisors vs. the S&P 500
Hypothetical returns from Capital Investment Advisors's disclosed trades, not real profit or advice. How we model this.
What Changed in Capital Investment Advisors's CrowdStrike Position
Capital Investment Advisors expanded its exposure to the cybersecurity firm substantially during the period, moving from a prior position of 3,331 shares up to 13,329 shares. The reported value of $3,528,971 reflects the growing size of the holding as institutional interest evolves around the Austin-based software provider.
Other Institutional Activity in CrowdStrike
Other institutional players also adjusted their positions in the cybersecurity provider. Howland Capital Management grew its holdings by 6,955 shares, ending with 9,564 shares worth about $2.5 million. Wealthcare Advisory Partners lifted its stake by 12,623 shares to a total of 18,417 shares valued at roughly $4.9 million. Root Financial Partners increased its holdings by 3,816 shares, bringing its total to 4,386 shares worth about $1.2 million. SBI Securities added 69,629 shares for a total of 93,215 shares valued at approximately $24.7 million. Strategic Blueprint also grew its stake by 4,170 shares, ending with 5,250 shares worth about $1.4 million.
CrowdStrike Holdings, Inc. Stock Up 7.6%
CrowdStrike shares recently traded around $257.59 as of October 24, 2026, up about 8.3% from the filing date close of $237.94. The stock trades above its 50-day moving average of $234.16 and well above its 200-day moving average of $162.93.
Recent Earnings
CrowdStrike reported trailing twelve month revenue of $5.4 billion alongside earnings of $0.05 per share, with its next earnings report 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.
Company insiders reported multiple transactions ahead of and near the filing date, including sales by CEO George Kurtz and Director Johanna Flower.
Analysts Set New Price Targets
Analysts updated their views on the stock with firms like Freedom Broker, BTIG, Citigroup, Keybanc, and Mizuho maintaining buy or outperform ratings while adjusting price targets.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cloud-delivered cybersecurity solutions, protecting endpoints, cloud workloads, and identities through a software-as-a-service model.
Bottom Line
Investors will look to CrowdStrike's upcoming earnings report on December 1, 2026 for further updates on the business trajectory and institutional filing trends.
Related Filing Alerts
Source: Capital Investment Advisors'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