Gf Fund Management 13F: Adds $46M to CrowdStrike (CRWD) Stake
Key Points
- Gf Fund Management's new position in CrowdStrike represents a 303.4% increase from its previous holdings of 56,932 shares.
- Gf Fund Management held 229,638 $CRWD shares at quarter end, up 303.35% from the prior quarter.
- The fund's total reported value for its CrowdStrike investment is approximately $4.25 billion, with CRWD making up 1.43% of its portfolio.
- CrowdStrike shares recently traded around $261.85, which is about equal to the closing price of $261.83 on October 26, 2026.
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Gf Fund Management boosted its stake in CrowdStrike Holdings, Inc. (CRWD) by 172,706 shares, increasing its total to 229,638 shares valued at about $60.8 million. This change was disclosed in a filing on October 26, 2026, which reflects the fund's growing confidence in the cybersecurity company.
In its latest filing, Gf Fund Management reported a 303.4% increase in its holdings of CrowdStrike. The fund's total reported value for this position is approximately $4.25 billion, with CrowdStrike now making up 1.43% of its overall portfolio. This move positions CrowdStrike as the 20th largest holding in Gf Fund Management's portfolio of 616 positions.
CRWD
CrowdStrike Holdings, Inc.
Other Institutional Activity in CrowdStrike
UniSuper Management also increased its stake in CrowdStrike, adding 144,352 shares to reach a total of 188,720 shares worth about $49.96 million. This indicates a strong interest from multiple institutional investors in CrowdStrike's stock.
CrowdStrike Holdings, Inc. Stock Up 1.7%
As of October 26, 2026, CrowdStrike shares are trading at about $261.85, which is just slightly above the closing price of $261.83 on the same day. The stock is currently above its 50-day moving average by 11.5% and well above its 200-day average by 60.0%. However, it is still below its 52-week high of $286.99, representing an 8.8% decline.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of approximately $5.40 billion, with a year-over-year revenue growth of 25.8%. The company is expected to announce its next earnings on 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.
Several insiders have made notable sales recently. George Robert Kurtz, the CEO, sold 20,000 shares on October 16 and another 20,000 shares on October 20, totaling 40,000 shares. Director Johanna Flower sold 9,896 shares on October 16. These transactions were not planned under Rule 10b5-1 and occurred before the recent filing.
Analysts Set New Price Targets
Multiple analysts have maintained their positive outlook on CrowdStrike. On October 14, Freedom Broker and BTIG both maintained a Buy rating with price targets of $320.00 and $312.00, respectively. Citigroup also kept its Buy rating with a target of $295.00 on October 15. The consensus recommendation among analysts is a Buy with a mean price target of $247.25.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cybersecurity solutions globally, protecting endpoints, cloud workloads, identity, and data through a subscription-based software model. The company's strong growth and recent institutional interest highlight its position in the tech sector.
Bottom Line
Investors will be watching for CrowdStrike’s upcoming earnings report on December 1, 2026. Gf Fund Management's significant increase in its stake reflects growing confidence in the company's future performance.
Related Filing Alerts
Source: Gf Fund Management'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