Evergreen Capital Management 13F: Adds $2.9M to CRWD Stake

Evergreen Capital Management lifted its stake in CrowdStrike Holdings, Inc. CRWD by 331.4% during the third quarter, according to a Form 13F filing with the SEC on October 23, 2026. The firm bought 11,026 shares to end the period with 14,353 shares. The reported value of the holding reached about $3.8 million.

CRWD CrowdStrike Holdings, Inc.

$237.94 ▲ +109.84% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Evergreen Capital Management's CrowdStrike Position

The fund expanded its footprint in the cybersecurity software provider significantly during the quarter. Prior to the filing, Evergreen Capital Management held 3,327 shares of the company. The added shares brought its total count to 14,353 shares, reflecting strong conviction in the stock as shares traded near $257.57 on the filing date.

Other Institutional Activity in CrowdStrike Holdings

Other institutional investors also adjusted their positions in the software maker. Mutual of America Capital Management grew its holdings by 82,083 shares, ending with 109,679 shares worth about $29.0 million. NTV Asset Management boosted its stake by 332.0%, picking up 7,114 shares to finish with 9,257 shares valued at $2.5 million. Ascent Wealth Partners increased its holdings by 294.7%, adding 21,327 shares to hold 28,564 shares worth roughly $7.6 million. Strategic Blueprint grew its stake by 386.1% to reach 5,250 shares valued at $1.4 million. Perigon Wealth Management lifted its holdings by 225.6%, ending with 40,077 shares worth about $10.6 million.

CrowdStrike Holdings, Inc. Stock Up 7.6%

CrowdStrike shares closed at $257.57 on October 23, 2026, and recently traded around $257.59. The stock sits 10.2% below its 52-week high of $286.99 and well above its 50-day and 200-day moving averages. Analysts hold a consensus buy rating on the stock with a mean price target of $246.65.

Recent Earnings

CrowdStrike Holdings, Inc. generated $5.39 billion in trailing twelve-month revenue with earnings of $0.05 per share. The cybersecurity firm posted a net profit margin of 0.8% and a return on equity of 1.5%. Investors look toward the next earnings report scheduled for December 1, 2026.

Dividend

The company does not pay a dividend to shareholders.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Insiders completed several transactions ahead of the filing. Director Johanna Flower sold 9,896 shares on October 16, 2026, for a total value of $2.3 million. Chief executive officer George Robert Kurtz sold 20,000 shares on October 20, 2026, for a total value of $4.6 million. President and CEO George Kurtz also sold 10,000 shares on October 21, 2026, at an average price of $237.31 under a Rule 10b5-1 plan, followed by another sale of 10,000 shares on October 22, 2026, at $238.89.

Analysts Set New Price Targets

Wall Street analysts updated their views on the stock ahead of the filing. Freedom Broker maintained a buy rating on October 14, 2026, raising its target to $320.00 from $260.00. BTIG maintained a buy rating on October 14, 2026, lifting its target to $312.00 from $245.00. Citigroup maintained a buy rating on October 15, 2026, raising its target to $295.00 from $260.00. Keybanc maintained an overweight rating on October 16, 2026, moving its target to $265.00 from $245.00. Mizuho maintained an outperform rating on October 22, 2026, raising its target to $275.00 from $250.00.

About CrowdStrike Holdings

CrowdStrike Holdings, Inc. provides cloud-based security platforms that protect endpoints, cloud workloads, identities, and data for enterprises worldwide. Its software-as-a-service model helps organizations stop breaches and secure digital operations.

Bottom Line

Evergreen Capital Management joins a group of institutional investors increasing their exposure to CrowdStrike. Market participants will watch the upcoming earnings report on December 1, 2026, for updates on revenue growth and margin trends.