Sumitomo Mitsui DS Asset Management Company 13F: Adds $43M to CRWD Stake
Key Points
- Sumitomo Mitsui DS Asset Management grew its stake in CrowdStrike Holdings, Inc. by 161,434 shares to a total of 223,119 shares valued at $59.1 million in a filing on October 20, 2026.
- CrowdStrike recently traded at $227.31, sitting below its 50-day moving average of $233.45 but well above its 200-day moving average of $161.11.
- Several Wall Street firms recently updated their outlooks on the cybersecurity firm, with consensus leaning toward a buy rating and an average price target of $246.15 ahead of earnings on December 1, 2026.
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Sumitomo Mitsui DS Asset Management Company boosted its position in CrowdStrike Holdings, Inc. (CRWD) by 161,434 shares during the quarter, bringing its total holding to 223,119 shares. According to a Form 13F filing with the SEC on October 20, 2026, the updated stake was valued at $59,107,55, marking a 261.7% increase from the previous quarter's total of 61,685 shares. CrowdStrike shares closed at $228.10 on the filing date.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Sumitomo Mitsui DS Asset Management's CrowdStrike Position
The fund significantly expanded its footprint in the cybersecurity provider by adding 161,434 shares. The addition pushed the portfolio value of the holding up to $59,107,55, reflecting strong conviction in the security software maker's growth trajectory during the period.
CrowdStrike Holdings, Inc. Stock Holds Steady
CrowdStrike recently traded around $227.31 as of October 21, 2026, which is down about 0.3% from its close of $228.10 on October 19. The shares are sitting below the 50-day moving average of $233.45, yet remain up roughly 41.1% above the 200-day moving average of $161.11. The stock trades 20.8% below its 52-week high of $286.99 and 165.3% above its 52-week low of $85.68, carrying a market capitalization of roughly $233.56 billion.
Recent Earnings
For its trailing twelve months, CrowdStrike reported $5.40 billion in revenue along with earnings of $0.05 per share. The company generated a year-over-year revenue growth rate of 25.8%, alongside a net profit margin of 0.8% and a return on equity of 1.5%. The firm's next quarterly financial report is scheduled for release 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.
Company insiders executed several transactions ahead of the filing date. Chief Executive Officer George Robert Kurtz parted with 28,920 shares on October 12, 2026, in a deal worth $7,720,829, followed by a sale of 1,080 shares valued at $294,634 on the same day. Kurtz later sold another 20,000 shares worth $4,738,401 on October 16, 2026. Additionally, Director Johanna Flower disposed of 9,896 shares on October 16, 2026, with a total value of $2,276,597. None of these transactions were carried out under pre-arranged Rule 10b5-1 trading plans.
Analysts Set New Price Targets
Wall Street firms adjusted their views on the stock through mid-October. Wells Fargo maintained an Overweight rating and lifted its target from $235.00 to $300.00 on October 13, 2026. Freedom Broker kept a Buy rating while raising its target from $260.00 to $320.00 on October 14, 2026. BTIG maintained a Buy rating and increased its target from $245.00 to $312.00 on October 14, 2026. Citigroup kept a Buy rating and moved its target from $260.00 to $295.00 on October 15, 2026. Finally, Keybanc maintained an Overweight rating and pushed its target from $245.00 to $265.00 on October 16, 2026. Across 50 analyst opinions, the consensus view stands at a buy, with an average price target of $246.15.
About CrowdStrike Holdings, Inc.
Headquartered in Austin, Texas, CrowdStrike provides cloud-delivered cybersecurity solutions for endpoints, cloud workloads, identity protection, and data security. The company operates through a software-as-a-service subscription model, helping enterprise clients defend against digital threats globally.
Bottom Line
Investors will look toward CrowdStrike's upcoming earnings report on December 1, 2026, for further updates on profitability and revenue growth. Institutional adjustments and insider transaction patterns will remain key areas to monitor as the market digests the company's valuation metrics.
Related Filing Alerts
Source: Sumitomo Mitsui DS Asset Management Company's 13F filing on $CRWD (Oct 20, 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