Simon Quick Advisors 13F: Adds $1.3M to CrowdStrike (CRWD) Stake
Key Points
- Simon Quick Advisors increased its stake in CrowdStrike by 5,052 shares, raising its total holdings to 5,812 shares worth about $1.54 million.
- The fund's reported value for its CrowdStrike position is $1,538,727, which is a 664.74% increase from its previous stake.
- CrowdStrike recently traded around $261.85, which is about equal to its closing price of $261.83 on the day of the filing.
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On October 26, 2026, Simon Quick Advisors boosted its position in CrowdStrike Holdings, Inc. (CRWD) by 5,052 shares, bringing its total to 5,812 shares. This change is valued at approximately $1,337,517, according to the fund's latest Form 13F filing with the SEC.
CRWD
CrowdStrike Holdings, Inc.
Where CrowdStrike Fits in Simon Quick Advisors' Portfolio
Simon Quick Advisors' investment in CrowdStrike now represents 0.11% of its total reported 13F value of about $1.34 billion. The fund ranks 43rd among its 455 positions, and the increase reflects a significant 664.74% change from its previous holdings.
Other Institutional Activity in CrowdStrike
Several other funds also adjusted their positions in CrowdStrike recently. Mutual of America Capital Management increased its holdings by 82,083 shares, totaling 109,679 shares worth about $29 million. NTV Asset Management added 7,114 shares, bringing its total to 9,257 shares valued at approximately $2.45 million. Ascent Wealth Partners grew its stake by 21,327 shares, now holding 28,564 shares worth about $7.56 million.
CrowdStrike Holdings, Inc. Stock Up 1.7%
CrowdStrike shares recently traded around $261.85, which is about equal to the closing price of $261.83 on October 26, 2026. The stock is currently above its 50-day moving average by 11.1% and its 200-day moving average by 59.3%. However, it remains 8.8% below its 52-week high of $286.99.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of approximately $5.4 billion, reflecting a year-over-year growth of 25.8%. The company is expected to announce its next earnings on 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.
Several insiders sold shares recently, including George Robert Kurtz, the CEO, who sold a total of 48,920 shares across multiple transactions in October 2026. These sales occurred before the recent boost in institutional holdings.
Analysts Set New Price Targets
On October 14, 2026, Freedom Broker maintained a "Buy" rating on CrowdStrike with a price target of $320.00, up from $260.00. BTIG also maintained a "Buy" rating with a target of $312.00. The consensus among analysts is a "Buy" recommendation with a mean price target of $247.25 based on 50 opinions.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cybersecurity solutions both in the U.S. and internationally. Its platform offers cloud-based protection for endpoints, cloud workloads, and data through a subscription model. The recent increase in institutional positions suggests growing confidence in its business prospects.
Bottom Line
Investors should watch for CrowdStrike's next earnings report on December 1, 2026, to see how its growth trajectory continues. This filing highlights Simon Quick Advisors' significant boost in its position, which may reflect broader market trends in cybersecurity investments.
Related Filing Alerts
Source: Simon Quick Advisors's 13F filing on $CRWD (Oct 26, 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