RMR Wealth Builders 13F: Adds $8.1M to CrowdStrike (CRWD) Stake
Key Points
- RMR Wealth Builders added 30,438 shares of CrowdStrike Holdings, Inc. to bring its total holding to 42,539 shares valued at $11,262,327 in an October 22, 2026 filing.
- CrowdStrike reported trailing twelve month revenue of $5.39 billion with earnings of $0.06 per share ahead of its December 1, 2026 earnings release.
- Other institutional investors also adjusted their positions, while multiple Wall Street analysts updated their price targets for the cybersecurity firm.
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RMR Wealth Builders lifted its stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 30,438 shares during the period. The disclosure came in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. That move marked a 251.5% increase for the firm, taking its total holdings from 12,101 shares up to 42,539 shares. The reported value of the position reached $11,262,327 on the filing date.
CRWD
CrowdStrike Holdings, Inc.
What Changed in RMR Wealth Builders's CrowdStrike Holdings Position
The fund expanded its footprint in the cybersecurity provider significantly over the quarter. By adding 30,438 shares, RMR Wealth Builders brought its total investment to 42,539 shares. The value of these shares sat near $11.26 million when the filing was made public on October 22, 2026.
Other Institutional Activity in CrowdStrike Holdings
Other institutional players also adjusted their holdings in CrowdStrike around the same time. Strategic Blueprint grew its holdings by 4,170 shares, ending with 5,250 shares worth about $1,390,007. Perigon Wealth Management boosted its position by 27,768 shares to end with 40,077 shares valued at about $10,610,347.
CrowdStrike Holdings, Inc. Stock Up 4.7%
The stock closed at $237.94 on October 22, 2026, and recently traded around $238.03 as of October 23, 2026. The shares sit well above their 200-day moving average of $162.31 and below the 52-week high of $286.99.
Recent Earnings
CrowdStrike reported trailing twelve month revenue of $5.39 billion alongside an earnings per share of $0.06. The company posted a net profit margin of 0.8% and a return on equity of 1.5%. Investors are tracking the next earnings date 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.
Insiders completed several transactions prior to the filing date. Chief Executive Officer George Robert Kurtz and Director Johanna Flower executed sales during October 2026.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the stock ahead of the filing. Freedom Broker, BTIG, Citigroup, Keybanc, and Mizuho maintained positive ratings while adjusting their price targets.
About CrowdStrike Holdings, Inc.
CrowdStrike provides cloud-based security solutions that protect endpoints, workloads, and identities for businesses globally. Its subscription platform defends corporate networks against modern digital threats.
Bottom Line
Institutional interest in CrowdStrike remains active as the firm approaches its next financial update. Observers will watch the December earnings report for further details on growth.
Related Filing Alerts
Source: RMR Wealth Builders'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