Howland Capital Management 13F: Adds $1.8M to CRWD Stake
Key Points
- Howland Capital Management expanded its CrowdStrike Holdings stake by 266.6% to end with 9,564 shares valued at $2,532,069.
- CrowdStrike recently traded around $238.03, sitting well above its 200-day moving average.
- Several other institutional investors, including Royal Fund Management and Brookstone Capital Management, also grew their positions in the cybersecurity firm.
Get CrowdStrike Holdings text alerts
We text you when insiders, Congress, analysts or big funds move on $CRWD.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated CrowdStrike Holdings, Inc. alert may contain errors. Disclosures
Howland Capital Management grew its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 6,955 shares during the period, raising its stake by 266.6%. The adjustment appeared in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Howland Capital Management's CrowdStrike Position
Howland Capital Management held 9,564 shares of the cybersecurity firm after the purchase, up from its prior count of 2,609 shares. The reported value of the stake reached $2,532,069 based on the filing details.
Other Institutional Activity in CrowdStrike Holdings
Royal Fund Management grew its holdings by 43,525 shares, ending with 55,048 shares worth about $14,573,958. Brookstone Capital Management grew its holdings by 132,108 shares, ending with 186,211 shares worth about $49,299,492. Strategic Blueprint grew its holdings by 4,170 shares, ending with 5,250 shares worth about $1,390,007. Perigon Wealth Management grew its holdings by 27,768 shares, ending with 40,077 shares worth about $10,610,347. RMR Wealth Builders grew its holdings by 30,438 shares, ending with 42,539 shares worth about $11,262,327.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike recently traded around $238.03 as of October 23, 2026, down about 0.5% from its event-day close of $239.34 on October 21, 2026.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of $5.4 billion and an EPS of $0.06.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
29 target raises vs 1 cuts.
-
EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
-
Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
29 target raises, 1 target cut.
-
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 stock sales ahead of the filing date.
Analysts Set New Price Targets
Freedom Broker, BTIG, Citigroup, Keybanc, and Mizuho issued or maintained ratings and price targets for the stock.
Dividend
CrowdStrike does not currently pay a dividend.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. provides cloud-delivered cybersecurity solutions for endpoints, cloud workloads, identity, and data through a software-as-a-service model.
Bottom Line
Institutional interest in CrowdStrike remains active as market participants review recent portfolio reports and upcoming corporate disclosures.
Related Filing Alerts
Source: Howland Capital 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