Pictet North America Advisors 13F: New $767K Stake in CRWD
Key Points
- Pictet North America Advisors acquired a brand-new stake of 2,896 shares in CrowdStrike Holdings, Inc. worth roughly $766,716, as revealed in its latest Form 13F filing on October 21, 2026.
- CrowdStrike shares recently traded around $239.41, sitting comfortably above their 50-day and 200-day moving averages while heading toward a next earnings report on December 1, 2026.
- Wall Street maintains an overall buy consensus on the cybersecurity firm, supported by dozens of analyst opinions and upward price target revisions through mid-October.
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Pictet North America Advisors opened a new position in CrowdStrike Holdings, Inc. (CRWD), acquiring 2,896 shares valued at $766,716. The investment was disclosed in a Form 13F filing filed with the Securities and Exchange Commission on October 21, 2026. Because this is a brand-new holding for the firm, it represents an initial stake in the cybersecurity provider.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Pictet North America Advisors's CrowdStrike Position
The firm built its new position from scratch during the quarter, purchasing 2,896 shares of CrowdStrike. The reported value of the stake reached $766,716 based on the filing details. This move brings the company into the firm's portfolio as a fresh equity holding.
Other Institutional Activity in CrowdStrike
Other institutional investors have also adjusted their holdings in the software provider recently. Tritonpoint Wealth grew its holdings by 2,205 shares, ending with 2,991 shares worth about $791,920 following a 280.5% increase reported on October 19, 2026. Concurrent Investment Advisors boosted its stake by 154,106 shares to own 190,640 shares valued at about $50,472,045 after a 421.8% increase on October 16, 2026. Bell Bank lifted its holdings by 4,898 shares, finishing with 6,476 shares worth roughly $1,714,521 in a 310.4% jump disclosed on October 21, 2026. Sumitomo Mitsui DS Asset Management Company grew its stake by 161,434 shares to hold 223,119 shares valued at approximately $59,070,755 following a 261.7% increase on October 20, 2026. PensionDanmark Pensionsforsikringsaktieselskab raised its position by 123,102 shares, ending with 165,239 shares worth about $43,747,025 after a 292.1% increase reported on October 19, 2026.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike shares recently traded around $239.41 as of October 22, 2026, staying about equal to the $239.34 close recorded on the filing date of October 21, 2026. The stock trades roughly 2.4% above its 50-day moving average of $233.84 and stands about 47.5% above its 200-day moving average of $162.31. Shares sit 16.6% below their 52-week high of $286.99 and 179.4% above their 52-week low of $85.68. The current stock price is about 2.7% below the average analyst price target of $246.15.
Recent Earnings
CrowdStrike reported trailing twelve month revenue of $5.39 billion alongside basic earnings per share of $0.06. 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%. The 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 completed multiple transactions under planned trading schedules. Director Johanna Flower sold 9,896 shares on October 16, 2026. President and CEO George Kurtz executed three separate sales of 10,000 shares each on October 16, October 19, and October 20, 2026.
Analysts Set New Price Targets
Wall Street firms have maintained positive views on the stock. On October 13, 2026, Wells Fargo maintained an Overweight rating with a price target of $300.00. Freedom Broker maintained a Buy rating and raised its target to $320.00 on October 14, 2026. BTIG maintained a Buy rating with a target of $312.00 on October 14, 2026. Citigroup maintained a Buy rating with a target of $295.00 on October 15, 2026. Keybanc maintained an Overweight rating with a target of $265.00 on October 16, 2026. Overall, the company carries a consensus buy rating from 50 analyst opinions.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform delivers cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software-as-a-service subscription model. This institutional filing highlights ongoing interest from professional asset managers in the security software provider as it prepares for its late-year earnings release.
Bottom Line
Institutional interest in CrowdStrike remains active as investment managers adjust portfolio allocations. Observers will look ahead to the company's next earnings announcement on December 1, 2026, for further insight into financial performance and software subscription demand.
Related Filing Alerts
Source: Pictet North America Advisors's 13F filing on $CRWD (Oct 21, 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