NTV Asset Management 13F: Adds $1.9M to CrowdStrike (CRWD) Stake

NTV Asset Management boosted its stake in CrowdStrike Holdings, Inc. CRWD by 332.0%, according to a Form 13F filing with the SEC on October 23, 2026. The fund purchased an additional 7,114 shares during the period, bringing its total ownership to 9,257 shares. The value of the investment reached $2,450,905 by the end of the reporting timeframe.

CRWD CrowdStrike Holdings, Inc.

$237.94 ▲ +109.84% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in NTV Asset Management's CrowdStrike Position

NTV Asset Management significantly expanded its footprint in the cybersecurity firm, jumping from a prior holding of 2,143 shares up to 9,257 shares. This 332.0% increase reflects a larger bet on the software provider, with the expanded block of stock worth over $2.45 million based on recent market values.

Other Institutional Activity in CrowdStrike

Other institutional investors also adjusted their positions in the security software provider recently. Capital Investment Advisors grew its holdings by 9,998 shares, ending with 13,329 shares worth about $3,528,971. Meanwhile, Mutual of America Capital Management raised its holdings by 297.4%, adding 82,083 shares to finish with 109,679 shares valued at roughly $29,037,515.

CrowdStrike Holdings, Inc. Stock Up 7.6%

CrowdStrike shares recently traded around $257.59, closely matching the closing price of $257.57 recorded on the October 23, 2026 filing date. The stock has experienced strong momentum, trading above its 50-day moving average of $234.16 and well above its 200-day moving average of $162.93. Shares sit roughly 10.2% below their 52-week high of $286.99.

Recent Earnings

CrowdStrike reported trailing twelve-month revenue of $5.39 billion alongside basic earnings per share of $0.05. The company posted a year-over-year revenue growth rate of 25.8%, with a net profit margin of 0.8% and a return on equity of 1.5%. Investors look ahead to the next earnings report, scheduled for December 1, 2026.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Company insiders executed several transactions prior to the filing. Chief Executive Officer George Robert Kurtz parted with 28,920 shares on October 12, 2026, and later sold blocks of 20,000 shares on both October 16 and October 20, 2026. Additionally, Director Johanna Flower disposed of 9,896 shares on October 16, 2026.

Analysts Set New Price Targets

Wall Street research firms maintain a generally positive outlook on the enterprise security specialist. On October 14, 2026, Freedom Broker reiterated a buy rating while raising its price target from $260.00 to $320.00, and BTIG kept a buy rating while lifting its target from $245.00 to $312.00. Citigroup maintained a buy rating on October 15, 2026, moving its target from $260.00 to $295.00. Keybanc sustained an overweight rating on October 16, 2026, raising its target to $265.00 from $245.00. Mizuho followed on October 22, 2026, by maintaining an outperform rating and increasing its target to $275.00 from $250.00. Overall, the stock carries a consensus buy recommendation backed by 50 analyst opinions and a mean price target of $246.65.

About CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. develops cloud-native security platforms that protect workloads, endpoints, identity elements, and corporate data. Operating through a software-as-a-service subscription model, the Austin, Texas-based enterprise serves organizations globally seeking automated protection against digital threats.

Bottom Line

Institutional interest in CrowdStrike remains active ahead of its upcoming December earnings release. Market participants continue to monitor institutional accumulation trends alongside insider transaction patterns and analyst price revisions.