Lanark Financial 13F: Adds $1.8M to CrowdStrike (CRWD) Stake
Key Points
- Lanark Financial's total stake in CrowdStrike now stands at 8,794 shares, valued at approximately $2.33 million following a 306.0% increase in its position.
- CrowdStrike shares recently traded at about $261.85, which is roughly equal to its closing price of $261.83 on the filing date.
- The company has a market cap of about $268.1 billion and is expected to report earnings on December 1, 2026.
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In a filing on October 26, 2026, Lanark Financial boosted its position in CrowdStrike Holdings, Inc. (CRWD) by 6,628 shares, increasing its total holdings to 8,794 shares. The total reported value of this stake is approximately $2.33 million.
CRWD
CrowdStrike Holdings, Inc.
Where CrowdStrike Fits in Lanark Financial's Portfolio
Lanark Financial's position in CrowdStrike represents 0.85% of its total reported 13F portfolio, ranking 25th among its 2,480 holdings. The increase of 6,628 shares reflects a 306.0% change compared to its previous total of 2,166 shares.
Other Institutional Activity in CrowdStrike
Several other funds also adjusted their positions in CrowdStrike on the same day. Cushing Asset Management, LP dba NXG Investment Management grew its holdings by 93,700 shares, bringing its total to 122,700 shares valued at about $32.5 million. UniSuper Management increased its stake by 144,352 shares to 188,720 shares worth around $50.0 million. Gf Fund Management raised its position by 172,706 shares, totaling 229,638 shares valued at about $60.8 million.
CrowdStrike Holdings, Inc. Stock Up 1.7%
CrowdStrike shares recently traded around $261.85, which is about equal to its closing price of $261.83 on October 26, 2026. The stock is currently above its 50-day moving average by 11.1% and significantly above its 200-day moving average by 59.3%. However, it remains below its 52-week high of $286.99 by about 8.8%.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of approximately $5.40 billion, reflecting a year-over-year revenue growth of 25.8%. The company is scheduled 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.
Insider transactions at CrowdStrike include several sales by CEO George Robert Kurtz, who sold 20,000 shares on October 16, 2026, and another 20,000 shares on October 20, 2026. Director Johanna Flower also sold 9,896 shares on October 16, 2026. The total value of these sales indicates significant insider activity but does not imply negative sentiment toward the company's future.
Analysts Set New Price Targets
Analysts maintain a positive outlook on CrowdStrike, with firms like Freedom Broker and BTIG maintaining "Buy" ratings and setting price targets of $320.00 and $312.00, respectively, on October 14, 2026. The consensus among 50 analysts gives CrowdStrike a mean price target of $247.25, with a recommendation to "buy."
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. is a cybersecurity company that offers cloud-based protection for endpoints, cloud workloads, identities, and data through a subscription model. Its strong growth in revenue and positive analyst ratings reflect its importance in the technology sector.
Bottom Line
Investors will be looking for further movements in CrowdStrike's stock as it approaches its next earnings report on December 1, 2026. Lanark Financial's recent increase in its position shows continued interest in this leading cybersecurity firm.
Related Filing Alerts
Source: Lanark Financial'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