Concurrent Investment Advisors 13F: Adds $41M to CRWD Stake

In a Form 13F filing with the SEC on October 16, 2026, Concurrent Investment Advisors reported a major addition to its portfolio, boosting its holdings in CrowdStrike Holdings, Inc. (NasdaqGS: CRWD). Keep in mind that 13F filings are backward-looking and reflect holdings as of the end of the reporting quarter, meaning they might not show the fund's current positions today. The filing is a regulatory snapshot rather than a real-time trade.

What Changed in Concurrent Investment Advisors's CrowdStrike Holdings, Inc. Position

Concurrent Investment Advisors boosted its stake in CrowdStrike by 421.8%, purchasing an additional 154,106 shares during the period. The fund previously held 36,534 shares and finished the reported quarter with a total of 190,640 shares. That expanded position carried a reported value of about $50.5 million.

Other Institutional Activity in CrowdStrike Holdings, Inc.

Other large money managers also adjusted their positions in the cybersecurity firm during recent reporting periods. Blackrock Inc. grew its holdings by 472,366 shares, ending with 21,846,397 shares worth about $4.97 billion. Vanguard Capital Management LLC lifted its position by 241,067 shares to finish with 16,205,746 shares valued at roughly $3.69 billion. State Street Corporation increased its stake by 446,604 shares, holding 11,583,850 shares worth $2.63 billion. Invesco Ltd. added 735,142 shares to hold 8,392,874 shares valued at $1.91 billion. Meanwhile, JPMORGAN CHASE & CO saw a substantial change, growing its position by 4,586,024 shares to own 8,174,463 shares worth roughly $1.86 billion.

CrowdStrike Holdings, Inc. Stock Down 8.8%

CrowdStrike shares recently traded around $227.03 as of October 16, 2026. That puts the stock below its 50-day moving average of $232.08, though it remains well above its 200-day moving average of $159.39. The shares sit roughly 20.9% under their 52-week high of $286.99 and well above their 52-week low of $85.68.

Recent Earnings

CrowdStrike posted trailing-twelve-month revenue of $5.4 billion alongside basic earnings of $0.06 per share. The company reported a net profit margin of 0.8% and a return on equity of 1.5%, while year-over-year revenue growth stood at 25.8%. The company's next earnings update is scheduled for December 1, 2026.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Chief Executive Officer George Robert Kurtz completed several transactions prior to the filing. On October 5, 2026, he sold 20,000 shares valued at about $5.42 million. He sold another 20,000 shares on October 7, 2026, worth roughly $5.49 million. On October 12, 2026, he executed two additional sales, offloading 28,920 shares for about $7.72 million and 1,080 shares for $294,634.

Analysts Set New Price Targets

Wall Street firms adjusted their views on the stock ahead of the filing. On October 13, 2026, Wells Fargo maintained an overweight rating on the stock while lifting its price target to $300.00 from $235.00. Freedom Broker kept a buy rating on October 14, 2026, raising its target to $320.00 from $260.00, while BTIG maintained its buy rating and bumped its target to $312.00 from $245.00. Citigroup kept a buy rating on October 15, 2026, with a target of $295.00, and Keybanc maintained an overweight rating on October 16, 2026, with a $265.00 target. CrowdStrike holds a consensus buy recommendation backed by a mean price target of $246.15 across 50 analyst opinions.

About CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. provides cloud-delivered cybersecurity solutions for endpoints, cloud workloads, identity, and data. Operating out of Austin, Texas, the software infrastructure provider relies on a subscription model to protect enterprise networks worldwide.

Bottom Line

Investors will want to watch the company's upcoming earnings report on December 1, 2026, as well as future institutional filings to see if funds maintain these allocations. Remember that 13F data is historical and may not reflect current holdings.