Tritonpoint Wealth 13F: Adds $584K to CrowdStrike (CRWD) Stake
Key Points
- Tritonpoint Wealth grew its CrowdStrike Holdings, Inc. stake by 280.5%, adding 2,205 shares to finish with 2,991 shares worth about $791,920.
- CrowdStrike Holdings, Inc. recently traded around $228.16, sitting below its 50-day moving average and about 20.5% below its 52-week high.
- Wall Street maintains a buy consensus on the cybersecurity firm with a mean price target of $246.15 ahead of its December 1, 2026 earnings report.
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Tritonpoint Wealth boosted its stake in CrowdStrike Holdings, Inc. CRWD by 280.5%, adding 2,205 shares during the quarter according to a Form 13F filing on October 19, 2026. The filing provides a look at institutional holdings as reported to the Securities and Exchange Commission.
CRWD
CrowdStrike Holdings, Inc.
What Changed in Tritonpoint Wealth's CrowdStrike Holdings, Inc. Position
Tritonpoint Wealth grew its investment by purchasing 2,205 additional shares of the cybersecurity firm. The firm ended the period with 2,991 shares of stock valued at approximately $791,920. Prior to this adjustment, the firm held 786 shares.
Other Institutional Activity in CrowdStrike Holdings, Inc.
Other large investors also adjusted their positions in the cybersecurity firm during the period. PensionDanmark Pensionsforsikringsaktieselskab grew its holdings by 123,102 shares, ending with 165,239 shares worth about $43,747,025. Concurrent Investment Advisors raised its stake by 154,106 shares, closing the period with 190,640 shares valued at roughly $50,472,045.
CrowdStrike Holdings, Inc. Stock Up 0.3%
Shares closed at $228.10 on October 19, 2026, and recently traded near $228.16. That price puts the stock slightly below its 50-day moving average of $233.45 and about 41.6% above its 200-day moving average. The stock trades roughly 20.5% below its 52-week high of $286.99.
Recent Earnings
CrowdStrike reported trailing twelve month revenue of $5.39 billion alongside basic earnings of $0.05 per share. The company generated a net profit margin of 0.8% and a return on equity of 1.5%. Its revenue grew 25.8% compared to the same period a year earlier. Investors look toward the next earnings report 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.
Dividend
The company does not currently pay a dividend to shareholders.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
Company insiders completed several transactions ahead of the filing date. President and CEO George Kurtz sold 1,080 shares on October 12, 10,000 shares on October 15, and another 10,000 shares on October 16 under planned trading arrangements. Director Johanna Flower also sold 9,896 shares on October 16.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the stock ahead of the filing. Wells Fargo maintained an Overweight rating and raised its target to $300.00 on October 13. Freedom Broker kept a Buy rating and lifted its target to $320.00 on October 14. BTIG maintained a Buy rating with a $312.00 target on October 14, Citigroup kept a Buy rating with a $295.00 target on October 15, and Keybanc maintained an Overweight rating with a $265.00 target on October 16. The stock carries a consensus buy rating from 50 analysts.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. provides cloud-delivered security solutions that protect endpoints, cloud workloads, identity data, and corporate infrastructure. The Austin, Texas-based company utilizes a software-as-a-service model to help organizations defend against modern digital threats.
Bottom Line
Institutional interest in the cybersecurity provider remains active as market participants watch upcoming financial results. The company's next earnings report arrives on December 1, 2026.
Related Filing Alerts
Source: Tritonpoint Wealth's 13F filing on $CRWD (Oct 19, 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