Root Financial Partners 13F: Adds $1M to CrowdStrike (CRWD) Stake

Root Financial Partners boosted its position in CrowdStrike Holdings, Inc. CRWD by 669.5% during the quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 21, 2026. The institutional investor purchased an additional 3,816 shares, bringing its total ownership to 4,386 shares. The stake was valued at $1,161,194 at the close of the period.

CRWD CrowdStrike Holdings, Inc.

$227.37 ▲ +100.52% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Root Financial Partners's CrowdStrike Holdings, Inc. Position

The fund grew its investment significantly, moving from a prior count of 570 shares up to 4,386 shares. That 669.5% increase represents a notable expansion of the firm's exposure to the cybersecurity provider.

Other Institutional Activity in CrowdStrike Holdings, Inc.

Other institutional players also adjusted their positions in the software provider during the filing cycle. Bell Bank grew its holdings by 4,898 shares, ending with 6,476 shares worth about $1,714,521. Pictet North America Advisors opened a new position with 2,896 shares valued at about $766,716. Sumitomo Mitsui DS Asset Management Company grew its holdings by 161,434 shares, ending with 223,119 shares worth about $59,070,755. PensionDanmark Pensionsforsikringsaktieselskab grew its holdings by 123,102 shares, ending with 165,239 shares worth about $43,747,025. Tritonpoint Wealth grew its holdings by 2,205 shares, ending with 2,991 shares worth about $791,920.

CrowdStrike Holdings, Inc. Stock Up 4.7%

CrowdStrike shares recently traded around $237.97 as of October 22, 2026, down about 0.6% from the $239.34 close on the filing date. The stock trades above its 50-day moving average of $233.84 and well above its 200-day moving average of $162.31. Over the past year, the shares have changed hands between a 52-week low of $85.68 and a 52-week high of $286.99. The current price sits about 17.1% below that peak and remains below the average analyst target of $246.15.

Recent Earnings

CrowdStrike reported trailing twelve-month revenue of $5.4 billion with earnings of $0.06 per share. The company posted a net profit margin of 0.8% and a return on equity of 1.5%. Its next quarterly earnings report is expected on December 1, 2026.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Insiders trimmed positions in mid-October. Director Johanna Flower sold 9,896 shares on October 16, 2026, under a planned trading rule. CEO George Kurtz executed three planned sales, unloading 10,000 shares on October 16, another 10,000 shares on October 19, and a final block of 10,000 shares on October 20, 2026.

Analysts Set New Price Targets

Wells Fargo maintained its Overweight rating with a $300 target on October 13. Freedom Broker kept a Buy rating and raised its target to $320 on October 14. BTIG kept a Buy rating and lifted its target to $312 the same day. Citigroup maintained a Buy rating with a $295 target on October 15, and Keybanc kept an Overweight rating with a $265 target on October 16. Analysts hold a consensus buy recommendation on the stock across 50 opinions.

About CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. provides cloud-delivered cybersecurity solutions for endpoints, cloud workloads, identity, and data. Operating out of Austin, Texas, the company protects enterprise networks through a unified software-as-a-service platform.

Bottom Line

Institutional interest in CrowdStrike remains active as investors look ahead to the company's upcoming earnings release on December 1, 2026. Market participants will continue monitoring regulatory filings and valuation shifts against analyst targets.