SBI Securities 13F: Adds $18M to CrowdStrike (CRWD) Stake
Key Points
- SBI Securities boosted its CrowdStrike Holdings, Inc. stake by 295.2% to 93,215 shares worth about $24.7 million in an October 22, 2026 filing.
- The cybersecurity firm recently traded around $237.97, sitting up 0.9% from its event-day close of $235.85.
- Other institutional investors like Root Financial Partners and Wealthcare Advisory Partners also adjusted their positions in the cybersecurity provider.
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SBI Securities lifted its stake in CrowdStrike Holdings, Inc. CRWD by 69,629 shares, growing its holdings 295.2% to a total of 93,215 shares in an October 22, 2026 filing. The reported value of the position reached about $24.7 million.
CRWD
CrowdStrike Holdings, Inc.
What Changed in SBI Securities's CrowdStrike Holdings, Inc. Position
The firm expanded its investment significantly during the period, moving from a prior count of 23,586 shares up to 93,215 shares. CrowdStrike shares closed at $235.85 on the filing date.
Other Institutional Activity in CrowdStrike Holdings, Inc.
Other institutional players also adjusted their holdings in the cybersecurity firm recently. Root Financial Partners grew its holdings by 3,816 shares, ending with 4,386 shares worth about $1.2 million. Wealthcare Advisory Partners added 12,623 shares, lifting its position by 217.9% to 18,417 shares worth about $4.9 million.
CrowdStrike Holdings, Inc. Stock Up 4.7%
CrowdStrike recently traded around $237.97 as of October 22, 2026, sitting up 0.9% from its event close of $235.85. The stock trades above its 50-day moving average of $233.84 and well above its 200-day moving average of $162.31. Shares have traded between a 52-week low of $85.68 and a 52-week high of $286.99.
Recent Earnings
CrowdStrike generated trailing-twelve-month revenue of $5.4 billion with an EPS of $0.06. The company reported a net profit margin of 0.8% and a return on equity of 1.5%. Its 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 including Chief Executive Officer George Robert Kurtz and Director Johanna Flower completed several transactions prior to the filing. Insiders sold shares across multiple dates in October 2026, with individual transactions ranging from 9,896 shares to 28,920 shares.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. Freedom Broker maintained a buy rating with a target of $320.00 on October 14, 2026. BTIG kept a buy rating and raised its target to $312.00 on the same day. Citigroup maintained a buy rating with a $295.00 target on October 15, 2026, while Keybanc kept an overweight rating at $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 with a mean price target of $246.15 across 50 analyst opinions.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. builds cloud-delivered cybersecurity solutions that protect endpoints, cloud workloads, identities, and data. Operating out of Austin, Texas, the company delivers its security tools through a software-as-a-service subscription model.
Bottom Line
SBI Securities holds a larger stake in the cybersecurity firm following its recent filing addition. Investors will watch for the company's upcoming earnings release on December 1, 2026, to gauge ongoing software demand and subscription growth.
Related Filing Alerts
Source: SBI Securities'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