Flagship Harbor Advisors 13F: Adds $2.8M to CRWD Stake
Key Points
- Flagship Harbor Advisors raised its holdings in CrowdStrike by 10,624 shares, a 265.8% increase, as reported in its latest 13F filing.
- The firm's total stake now stands at 14,621 shares, valued at approximately $3.87 million, which represents 0.81% of its overall portfolio.
- CrowdStrike's stock recently traded around $261.85, about equal to the event close of $261.83 on October 26, 2026, and is above its 50-day and 200-day moving averages.
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On October 26, 2026, Flagship Harbor Advisors boosted its stake in CrowdStrike Holdings, Inc. (CRWD) by 10,624 shares, bringing its total holdings to 14,621 shares valued at about $3.87 million. This information comes from the fund's latest Form 13F filing with the SEC.
In this filing, Flagship Harbor Advisors reported a 265.8% increase in its position. The fund's total reported value for this stock is $4,770,000,000, and CrowdStrike now makes up 0.81% of its overall portfolio, ranking 16th out of 768 positions.
CRWD
CrowdStrike Holdings, Inc.
Other Institutional Activity in CrowdStrike Holdings
Several other institutional investors have also been active with CrowdStrike. Capital Investment Advisors grew its holdings by 9,998 shares, ending with 13,329 shares worth about $3.53 million. Mutual of America Capital Management added 82,083 shares, bringing its total to 109,679 shares valued at approximately $29.04 million. NTV Asset Management increased its stake by 7,114 shares, now holding 9,257 shares worth about $2.45 million.
CrowdStrike Holdings, Inc. Stock Up 1.7%
CrowdStrike shares recently traded around $261.85, which is about equal to the closing price of $261.83 on October 26, 2026. The stock is currently above its 50-day moving average by about 11.1% and its 200-day moving average by approximately 59.3%. However, it is about 8.8% below its 52-week high of $286.99.
Recent Earnings
For the trailing twelve months, CrowdStrike reported revenue of approximately $5.40 billion, reflecting a year-over-year growth of 25.8%. The 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.
Recent insider activity includes sales by CEO George Robert Kurtz, who sold 28,920 shares on October 12, 2026, and additional shares on October 16 and October 20, totaling 60,000 shares sold in October alone.
Analysts Set New Price Targets
On October 14, 2026, Freedom Broker maintained a "Buy" rating for CrowdStrike with a target price of $320.00, while BTIG also maintained a "Buy" rating with a target of $312.00. Citigroup set a target of $295.00, and Keybanc raised its target to $265.00 on October 16, 2026. The consensus recommendation for CrowdStrike remains a "Buy" with a mean target price of $247.25.
About CrowdStrike Holdings
CrowdStrike Holdings, Inc. offers cybersecurity solutions through a cloud-based platform that protects endpoints, cloud workloads, identities, and data. The company operates on a software as a service (SaaS) model, catering to clients in the U.S. and globally.
Bottom Line
Flagship Harbor Advisors increased its stake in CrowdStrike Holdings, which could signal confidence in the company's future growth. Investors will want to monitor the upcoming earnings report on December 1, 2026, as well as any further changes in institutional holdings.
Related Filing Alerts
Source: Flagship Harbor Advisors's 13F filing on $CRWD (Oct 26, 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