Mutual of America Capital Management 13F: Adds $22M to CRWD Stake
Key Points
- Mutual of America Capital Management grew its CrowdStrike Holdings position by 297.4% during the period, ending with 109,679 shares valued at about $29.0 million.
- Capital Investment Advisors also added to its holdings in the cybersecurity firm, growing its stake by 300.2% to finish with 13,329 shares worth about $3.5 million.
- CrowdStrike trades at a recent price of $257.59, sitting above its 50-day and 200-day moving averages as analysts maintain a consensus buy rating.
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Mutual of America Capital Management lifted its stake in CrowdStrike Holdings, Inc. CRWD by 297.4% during the period, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 23, 2026.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Mutual of America Capital Management's CrowdStrike Position
The fund added 82,083 shares to its holdings, bringing its total to 109,679 shares. The reported value of the position reached $29,037,515 at the close of the period. Prior to this purchase, the firm held 27,596 shares of the cybersecurity provider.
Other Institutional Activity in CrowdStrike
Other institutional investors have also adjusted their positions in the cybersecurity firm recently. Capital Investment Advisors grew its holdings by 9,998 shares, or 300.2%, ending with 13,329 shares worth about $3,528,971 in a filing reported on October 22, 2026.
CrowdStrike Holdings, Inc. Stock Up 7.6%
CrowdStrike shares recently traded around $257.59 on October 24, 2026, close to the stock price of $257.57 recorded at the October 23 filing close. The cybersecurity firm carries a market capitalization of $243.64 billion and a forward price-to-earnings ratio of 147.68.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of $5.40 billion and earnings of $0.05 per share. The company's 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.
Company insiders have transacted shares ahead of the filing. Chief Executive Officer George Robert Kurtz sold 28,920 shares on October 12, 2026, valued at $7,720,829, followed by sales of 20,000 shares on October 16 and another 20,000 shares on October 20. Director Johanna Flower also sold 9,896 shares on October 16, 2026, worth $2,276,597.
Analysts Set New Price Targets
Wall Street firms have updated their outlooks on the stock. Freedom Broker maintained a buy rating on October 14, 2026, while raising its target to $320.00. BTIG kept a buy rating and lifted its target to $312.00 on the same day. Citigroup maintained a buy rating with a $295.00 target on October 15, Keybanc kept an overweight rating with a $265.00 target on October 16, and Mizuho maintained an outperform rating with a $275.00 target on October 22. The stock currently holds a consensus buy recommendation and a mean price target of $246.65 across 50 analyst opinions.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cloud-based cybersecurity solutions designed to protect endpoints, workloads, identity, and data. Operating through a software-as-a-service subscription model, the Austin, Texas-based firm helps businesses detect and prevent digital threats.
Bottom Line
Institutional interest in CrowdStrike remains active as large investors adjust their exposure. Market participants will look toward the company's upcoming earnings report on December 1, 2026, for further updates on financial performance.
Related Filing Alerts
Source: Mutual of America Capital Management's 13F filing on $CRWD (Oct 23, 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