E. Ohman J:or Asset Management 13F: Adds $5.4M to CRWD Stake
Key Points
- E. Ohman J:or Asset Management added 20,528 shares of CrowdStrike Holdings, Inc., growing its stake 307.5% to 27,204 shares worth roughly $7.2 million as of October 22, 2026.
- Other institutional funds including Root Financial Partners, SBI Securities, and Wealthcare Advisory Partners also expanded their positions in the cybersecurity provider.
- CrowdStrike shares recently traded around $237.97, resting above their 50-day moving average as the company prepares for its next earnings release on December 1, 2026.
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E. Ohman J:or Asset Management lifted its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 307.5% during the third quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. The institutional investor bought an additional 20,528 shares of the cybersecurity firm, bringing its total ownership to 27,204 shares. The value of the stake was reported at approximately $7.2 million at the time of the filing.
CRWD
CrowdStrike Holdings, Inc.
What Changed in E. Ohman J:or Asset Management's CrowdStrike Position
The fund expanded its footprint in CrowdStrike significantly, moving from a prior holding of 6,676 shares up to 27,204 shares. This 307.5% increase demonstrates a stronger commitment to the software infrastructure provider during a period where institutional sentiment around the company has remained quite active. CrowdStrike shares closed at $237.48 on the filing date.
Other Institutional Activity in CrowdStation Holdings, Inc.
Other financial institutions also adjusted their holdings in the cybersecurity specialist recently. Root Financial Partners grew its holdings by 3,816 shares, ending with 4,386 shares worth about $1.2 million in a filing dated October 21, 2026. SBI Securities lifted its stake by 295.2% to 93,215 shares valued at about $24.7 million in an October 22, 2026 filing. Wealthcare Advisory Partners also boosted its position, adding 12,623 shares to reach 18,417 shares worth roughly $4.9 million on October 21, 2026.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike recently traded near $237.97, sitting slightly above its 50-day moving average of $233.84 and well above its 200-day moving average of $162.31. The stock has experienced a wide 52-week trading span, reaching a low of $85.68 and a high of $286.99. The firm carries a market capitalization of roughly $245.1 billion.
Recent Earnings
CrowdStrike reported trailing twelve month revenue of $5.4 billion alongside earnings of $0.06 per share. The company's 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.
Chief Executive Officer George Robert Kurtz and Director Johanna Flower completed several transactions prior to the filing date, including sales across mid-October.
Analysts Set New Price Targets
Several research firms updated their views on the stock ahead of the filing. Mizuho maintained an Outperform rating on October 22, 2026 with a price target of $275.00.
About CrowdStrike Holdings, Inc.
Headquartered in Austin, Texas, CrowdStrike provides cloud-delivered cybersecurity solutions for endpoints, cloud workloads, identity, and data. Its unified platform operates through a software-as-a-service subscription model, protecting organizations globally.
Bottom Line
Institutional holdings in CrowdStrike continue to evolve as large asset managers update their quarterly portfolios. Observers will look ahead to the company's upcoming earnings report on December 1, 2026 for further operational updates.
Related Filing Alerts
Source: E. Ohman J:or Asset 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