Pinnacle Wealth Management Advisory Group 13F: Adds $711K to CRWD Stake
Key Points
- Pinnacle Wealth Management Advisory Group increased its CrowdStrike Holdings, Inc. stake by 380.1% to hold 3,384 shares valued at $898,562 in an October 23, 2026 SEC filing.
- Pinnacle Wealth Management Advisory Group held 3,394 $CRWD shares at quarter end, up 380.06% from the prior quarter.
- CrowdStrike shares recently traded near $257.59 as of October 24, 2026, sitting well above their 200-day moving average of $162.93.
- Several Wall Street firms updated their outlooks on CrowdStrike ahead of the filing, backed by a consensus buy recommendation from 50 analysts.
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Pinnacle Wealth Management Advisory Group lifted its stake in CrowdStrike Holdings, Inc. CRWD by 380.1% during the quarter, buying 2,687 more shares to end with 3,384 shares. The move was revealed in a Form 13F filing with the SEC on October 23, 2026. At the filing date, the total value of the holdings reached about $898,562.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Pinnacle Wealth Management Advisory Group's CrowdStrike Position
Pinnacle Wealth Management Advisory Group expanded its investment in the cybersecurity provider by acquiring 2,687 shares. The fund held 707 shares before the reported adjustment. The resulting position of 3,384 shares carried a reported value of $898,562.
Other Institutional Activity in CrowdStrike
HB Wealth Management grew its holdings by 52,292 shares, ending with 65,854 shares worth about $17,434,843. Strategic Blueprint grew its holdings by 4,170 shares, ending with 5,250 shares worth about $1,390,007. Perigon Wealth Management grew its holdings by 27,768 shares, ending with 40,077 shares worth about $10,610,347. RMR Wealth Builders grew its holdings by 30,438 shares, ending with 42,539 shares worth about $11,262,327. Sepio Capital grew its holdings by 26,349 shares, ending with 35,296 shares worth about $9,344,616.
CrowdStrike Holdings, Inc. Stock Up 7.6%
CrowdStrike shares recently traded around $257.59 as of October 24, 2026, roughly equal to the closing price of $257.57 on the filing date. The stock trades above its 50-day moving average of $234.16 and well above its 200-day moving average of $162.93. The share price sits below its 52-week high of $286.99, while remaining well above its 52-week low of $85.68.
Recent Earnings
CrowdStrike generated trailing twelve-month revenue of $5.4 billion with basic earnings per share of $0.05. The company posted a net margin of 0.8% and a return on equity of 1.5%.
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.
Insiders trimmed their holdings across several transactions prior to the filing, including sales by director Johanna Flower and CEO George Robert Kurtz.
Analysts Set New Price Targets
Freedom Broker, BTIG, Citigroup, Keybanc, and Mizuho maintained buy or outperform ratings on the stock ahead of the filing, raising their price targets.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cloud-delivered protection for endpoints, cloud workloads, identity, and data through a software-as-a-service subscription model. Its platform helps organizations secure critical operations against modern cyber threats.
Bottom Line
Investors can watch for CrowdStrike's upcoming earnings report scheduled for December 1, 2026. Additional institutional filings will provide further insight into portfolio shifts for the software provider.
Related Filing Alerts
Source: Pinnacle Wealth Management Advisory Group'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