Perigon Wealth Management 13F: Adds $7.4M to CRWD Stake
Key Points
- Perigon Wealth Management raised its CrowdStrike Holdings, Inc. holdings by 225.6% during the quarter, acquiring 27,768 more shares to reach 40,077 shares worth about $10.6 million.
- CrowdStrike recently traded around $238.03, sitting below its 52-week high of $286.99 and well above its 200-day moving average of $162.31.
- Wall Street maintains a consensus buy rating on the cybersecurity firm, with 50 analysts weighing in ahead of the next earnings report scheduled for December 1, 2026.
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Perigon Wealth Management boosted its stake in CrowdStrike Holdings, Inc. CRWD by 225.6% during the quarter, according to a Form 13F filing with the SEC on October 22, 2026. The firm acquired an additional 27,768 shares during the period to bring its total holdings to 40,077 shares. The reported value of the position reached approximately $10.6 million.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Perigon Wealth Management's CrowdStrike Position
The sizeable addition expanded Perigon Wealth Management's investment from its prior count of 12,309 shares. Because the filing covers institutional holdings reported for the quarter, the exact timing of the purchases within that period is not detailed by the SEC form.
Other Institutional Activity in CrowdStrike
Strategic Blueprint grew its holdings by 4,170 shares, ending with 5,250 shares worth about $1.4 million, which worked out to a 386.1% increase in its stake.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike recently traded around $238.03 as of October 23, 2026, down about 0.5% from its close of $239.34 on October 21. The stock trades above its 50-day moving average of $233.84 and sits well above its 200-day moving average of $162.31. Shares remain about 17.1% below the 52-week high of $286.99 and significantly higher than the 52-week low of $85.68.
Recent Earnings
CrowdStrike brought in trailing-twelve-month revenue of $5.4 billion with earnings of $0.06 per share. The company reported a net profit margin of 0.8% and a return on equity of 1.5%, alongside a year-over-year revenue growth rate of 25.8%. The next earnings release 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.
Chief Executive Officer George Robert Kurtz sold 28,920 shares on October 12, 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.
Analysts Set New Price Targets
Freedom Broker maintained a buy rating on October 14 with a price target of $320. BTIG kept a buy rating on October 14 while raising its target to $312. Citigroup maintained a buy rating on October 15 with a $295 target, Keybanc kept an overweight rating on October 16 with a $265 target, and Mizuho maintained an outperform rating on October 22 with a $275 target. The stock holds a consensus buy rating from 50 analysts with a mean price target of $246.15.
About CrowdStrike
CrowdStrike Holdings, Inc. operates as a cybersecurity provider based in Austin, Texas. The company delivers cloud-based endpoint protection, cloud workload security, and identity protection through a software-as-a-service subscription model.
Bottom Line
Investors are keeping an eye on upcoming financial results and institutional filing updates. CrowdStrike's next earnings report arrives on December 1, 2026.
Related Filing Alerts
Source: Perigon Wealth 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