Royal Fund Management 13F: Adds $12M to CrowdStrike (CRWD) Stake
Key Points
- Royal Fund Management grew its stake in CrowdStrike Holdings, Inc. by 377.7% during the period, adding 43,525 shares to finish with 55,048 shares worth about $14,573,958.
- CrowdStrike reported $5,396,145,152 in trailing twelve-month revenue along with an earnings per share of $0.06, with its next earnings report scheduled for December 1, 2026.
- Freedom Broker, BTIG, Citigroup, Keybanc, and Mizuho updated their views on the cybersecurity firm ahead of the filing.
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Royal Fund Management lifted its stake in CrowdStrike Holdings, Inc. CRWD by 377.7% during the period, buying an additional 43,525 shares to end with 55,048 shares. That position carried a reported value of $14,573,958 according to a Form 13F filing with the SEC on October 22, 2026.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Royal Fund Management's CrowdStrike Holdings Position
The fund expanded its investment by a wide margin, moving from 11,523 shares up to 55,048 shares. The hefty addition brought the total value of the holding to roughly $14.6 million at the time of reporting.
Other Institutional Activity in CrowdStrike Holdings
Other money managers also adjusted their exposure to the cybersecurity provider during the same filing window. Sepio Capital grew its holdings by 26,349 shares, ending with 35,296 shares worth about $9,344,616. Strategic Blueprint grew its holdings by 4,170 shares, ending with 5,250 shares worth about $1,390,007. Perigon Wealth Management grew its position by 27,768 shares, finishing with 40,077 shares valued at approximately $10,610,347. RMR Wealth Builders increased its stake by 30,438 shares, closing out the period with 42,539 shares worth about $11,262,327.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike shares recently traded around $238.03 as of October 23, 2026, down about 0.5% from the closing price of $239.34 on October 21, 2026. The stock trades well above its 200-day moving average and sits below its 52-week high of $286.99.
Recent Earnings
The software maker generated $5,396,145,152 in trailing twelve-month revenue alongside basic earnings per share of $0.06. The company posted a net margin of 0.8% and a return on equity of 1.5%. Investors look toward the next earnings release scheduled for December 1, 2026, for further operational updates.
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 executed several stock transactions prior to the filing date. Chief Executive Officer George Robert Kurtz sold 28,920 shares on October 12, 2026, valued at $7,720,829. Director Johanna Flower sold 9,896 shares on October 16, 2026, for $2,276,597. Mr. Kurtz also sold 20,000 shares on October 16, 2026, worth $4,738,401, followed by another sale of 20,000 shares on October 20, 2026, valued at $4,557,951.
Analysts Set New Price Targets
Freedom Broker maintained its Buy rating on the stock while raising its price target from $260.00 to $320.00 on October 14, 2026. BTIG maintained a buy rating and lifted its price target from $245.00 to $312.00 on October 14, 2026. Citigroup maintained a buy rating and increased its target from $260.00 to $295.00 on October 15, 2026. Keybanc maintained an Overweight rating, moving its target from $245.00 to $265.00 on October 16, 2026. Mizuho maintained an Outperform rating with a $275.00 target on October 22, 2026. The stock carries a consensus Buy rating across fifty analyst opinions with a mean price target of $246.15.
About CrowdStrike Holdings
CrowdStrike Holdings, Inc. builds cloud-native security platforms that protect corporate endpoints, cloud workloads, identities, and data. Its software-as-a-service model helps organizations spot intrusions and stop breaches across distributed networks.
Bottom Line
Market participants continue to monitor institutional accumulation and upcoming earnings reports for clues about future growth. The next major checkpoint arrives when the company reports financial results on December 1, 2026.
Related Filing Alerts
Source: Royal Fund 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