Tokio Marine Asset Management 13F: Adds $7.8M to CRWD Stake
Key Points
- The fund's stake increased by 29,419 shares, a 300.6% rise from its previous holding of 9,786 shares.
- Tokio Marine Asset Management held 39,205 $CRWD shares at quarter end, up 300.62% from the prior quarter.
- CrowdStrike's stock recently traded around $261.85, which is about equal to its closing price of $261.83 on October 26, 2026.
- Other funds like Ag2R la Mondiale Gestion D'Actifs and UniSuper Management also increased their positions in CRWD, showing growing institutional interest.
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On October 26, 2026, Tokio Marine Asset Management boosted its position in CrowdStrike Holdings, Inc. (CRWD) by 29,419 shares, raising its total to 39,205 shares valued at about $10.4 million. This information comes from the fund's latest Form 13F filing with the SEC.
In its latest filing, Tokio Marine reported a total investment value of $10,379,524 in CrowdStrike, which now makes up 0.71% of its portfolio. The fund ranks 23rd among its 503 reported positions, reflecting a significant increase in its stake.
CRWD
CrowdStrike Holdings, Inc.
Other Institutional Activity in CrowdStrike
Several other institutional investors also adjusted their stakes in CrowdStrike. Ag2R la Mondiale Gestion D'Actifs raised its holdings by 35,250 shares, bringing its total to 46,111 shares valued at approximately $12.2 million. UniSuper Management increased its position by 144,352 shares, totaling 188,720 shares worth about $49.9 million. Gf Fund Management also added 172,706 shares, resulting in 229,638 shares valued at around $60.8 million.
CrowdStrike Holdings, Inc. Stock Up 1.7%
CrowdStrike's shares recently traded around $261.85, which is about equal to its closing price of $261.83 on October 26, 2026. The stock is currently above its 50-day moving average by 11.1% and well above 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, showing a year-over-year growth of 25.8%. The 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.
Insiders have been active recently, with George Robert Kurtz, the CEO, selling 28,920 shares on October 12, 2026, and an additional 20,000 shares on October 16, 2026. Another insider, Johanna Flower, sold 9,896 shares on the same day. These transactions occurred before the recent 13F filing.
Analysts Set New Price Targets
On October 14, 2026, Freedom Broker maintained a "Buy" rating with a price target of $320.00. Similarly, BTIG also maintained a "Buy" rating with a target of $312.00 on the same day. The consensus rating for CrowdStrike is currently a "Buy" with a mean target price of $247.25, based on 50 analyst opinions.
About CrowdStrike
CrowdStrike Holdings, Inc. provides cybersecurity solutions globally, focusing on endpoint protection through a cloud-based platform. With a strong market presence and a growing customer base, the company continues to expand its services in a rapidly evolving technology landscape.
Bottom Line
Investors should keep an eye on CrowdStrike's upcoming earnings report on December 1, 2026, as well as further institutional filings. Tokio Marine's significant increase in its position highlights growing confidence in the company's future prospects.
Related Filing Alerts
Source: Tokio Marine Asset Management'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