PensionDanmark Pensionsforsikringsaktieselskab 13F: Adds $33M to CRWD Stake
Key Points
- PensionDanmark grew its CrowdStrike holdings by 292.1%, ending with 165,239 shares valued at about $43.7 million.
- CrowdStrike recently traded around $228.16, sitting 20.5% below its 52-week high of $286.99.
- CEO George Robert Kurtz completed four stock sales totaling nearly 69,000 shares in early October 2026.
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PensionDanmark expanded its position in CrowdStrike Holdings, Inc. (CRWD) by 292.1%, according to a Form 13F filing on October 19, 2026. CrowdStrike shares closed at $228.10 on the filing date.
CRWD
CrowdStrike Holdings, Inc.
What Changed in PensionDanmark's CrowdStrike Position
The fund added 123,102 shares during the period, bringing its total holdings to 165,239 shares. The stake carried an estimated value of $43.7 million at the time of the filing. Prior to this purchase, the fund held 42,137 shares.
CrowdStrike Holdings, Inc. Stock Up 0.3%
CrowdStrike shares recently traded around $228.16 as of October 20, 2026, which is about equal to the filing-day close. The stock sits 2.3% below its 50-day moving average of $233.45 and 41.6% above its 200-day moving average of $161.11. The shares are down 20.5% from their 52-week high of $286.99 and up 166.3% from their 52-week low of $85.68. The consensus analyst target sits at $246.15, leaving the recent price about 7.3% below that mean target.
Recent Earnings
CrowdStrike brought in $5.4 billion in trailing twelve-month revenue. The cybersecurity firm posted basic earnings of $0.05 per share over the same period. Profit margins remain modest, with a net profit margin of 0.8% and a return on equity of 1.5%. The company's next quarterly financial report is scheduled for release 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.
Chief Executive Officer George Robert Kurtz executed four separate sales of company stock in October 2026. On October 5, he sold 20,000 shares for roughly $5.4 million. He parted with another 20,000 shares on October 7 for about $5.5 million. On October 12, he completed two additional sales, unloading 28,920 shares valued at $7.7 million and 1,080 shares valued at $294,634.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the cybersecurity provider ahead of the filing. On October 13, Wells Fargo maintained its Overweight rating while lifting its target from $235.00 to $300.00. Freedom Broker kept a Buy rating on October 14 and raised its target from $260.00 to $320.00. On the same day, BTIG maintained a Buy rating and increased its target from $245.00 to $312.00. Citigroup followed on October 15 by maintaining a Buy rating and lifting its target from $260.00 to $295.00. Keybanc rounded out the week on October 16 by keeping an Overweight rating and raising its target from $245.00 to $265.00. CrowdStrike holds a consensus Buy rating across 50 analyst opinions, with a high target of $325.00 and a low target of $132.00.
About CrowdStrike Holdings, Inc.
Headquartered in Austin, Texas, CrowdStrike provides cloud-based security solutions for endpoints, cloud workloads, identity, and data. The firm operates on a software-as-a-service subscription model, helping corporate clients detect and stop breaches across complex digital environments.
Bottom Line
Investors are keeping an eye on the company's upcoming earnings report on December 1, 2026, to gauge ongoing demand for its cloud security platform. Institutional interest remains strong as analysts maintain generally positive views on the stock's long-term trajectory.
Related Filing Alerts
Source: PensionDanmark Pensionsforsikringsaktieselskab's 13F filing on $CRWD (Oct 19, 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