UniSuper Management 13F: Adds $38M to CrowdStrike (CRWD) Stake
Key Points
- UniSuper Management's stake in CrowdStrike now stands at 188,720 shares, up from 44,368 shares, reflecting a 325.4% increase.
- As of October 26, 2026, CrowdStrike shares were recently trading around $261.85, which is about equal to the closing price on the filing date of $261.83.
- CrowdStrike Holdings, Inc. has a market cap of approximately $263.7 billion and is in the technology sector, focusing on cybersecurity solutions.
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In a filing on October 26, 2026, UniSuper Management boosted its position in CrowdStrike Holdings, Inc. (CRWD) by 144,352 shares, bringing its total to 188,720 shares.
CRWD
CrowdStrike Holdings, Inc.
What Changed in UniSuper Management's CrowdStrike Position
UniSuper Management's stake in CrowdStrike grew by 144,352 shares, a 325.4% increase from the previous total of 44,368 shares. The fund's reported value for this position is approximately $49.96 million.
Where CrowdStrike Fits in UniSuper Management's Portfolio
CrowdStrike now makes up 0.43% of UniSuper Management's total reported 13F value of about $11.49 billion. This position ranks 36th among the fund's holdings.
CrowdStrike Holdings, Inc. Stock Up 1.7%
CrowdStrike shares were trading around $261.85 recently, 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 11.5% and significantly above its 200-day moving average by 60%. However, it is about 8.8% below its 52-week high of $286.99.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of approximately $5.40 billion with a year-over-year growth rate 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.
Several insiders have sold shares recently. CEO George Robert Kurtz sold 28,920 shares on October 12, 2026, and 20,000 shares on October 16 and again on October 20. Director Johanna Flower sold 9,896 shares on October 16. The total values of these transactions were approximately $7.72 million and $4.74 million for Kurtz's sales, and about $2.28 million for Flower's sale.
Analysts Set New Price Targets
On October 14, 2026, Freedom Broker and BTIG maintained a "Buy" rating with price targets of $320.00 and $312.00 respectively. Citigroup also maintained a "Buy" rating with a target of $295.00 on October 15, and Keybanc set a target of $265.00 on October 16. The consensus recommendation for CrowdStrike is a "Buy" with a mean price target of $247.25.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. offers cybersecurity solutions, focusing on protecting endpoints and cloud workloads through a subscription-based model. The company's unified platform is pivotal for organizations looking to enhance their security measures against cyber threats.
Bottom Line
Investors will be watching for CrowdStrike's next earnings report on December 1, 2026, to gauge its performance amid strong revenue growth. UniSuper Management's significant increase in its position highlights its confidence in CrowdStrike's long-term prospects.
Related Filing Alerts
Source: UniSuper 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