Wealthcare Advisory Partners 13F: Adds $3.3M to CRWD Stake

Wealthcare Advisory Partners boosted its stake in CrowdStrike Holdings, Inc. (NasdaqGS: CRWD) by 217.8% during the recent quarter, according to a Form 13F filing with the SEC on October 21, 2026. The firm acquired an additional 12,623 shares to bring its total holding to 18,417 shares. The updated stake was valued at approximately $4,875,901 at the time of the report.

CRWD CrowdStrike Holdings, Inc.

$227.37 ▲ +100.52% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Wealthcare Advisory Partners's CrowdStrike Position

Wealthcare Advisory Partners expanded its investment in the cybersecurity provider significantly, moving from a prior count of 5,794 shares up to 18,417 shares. This 217.8% jump reflects a sharp increase in the firm's exposure to the software maker, matching a broader trend of institutional funds adjusting their holdings in the enterprise cloud security provider.

Other Institutional Activity in CrowdStrike Holdings, Inc.

Other major financial institutions also reshaped their portfolios in CrowdStrike during the period. Sumitomo Mitsui DS Asset Management Company grew its holdings by 161,434 shares, ending with 223,119 shares worth about $59.1 million. PensionDanmark Pensionsforsikringsaktieselskab increased its stake by 123,102 shares to reach 165,239 shares valued at roughly $43.7 million. Tritonpoint Wealth grew its position by 2,205 shares, finishing with 2,991 shares worth about $791,920. Concurrent Investment Advisors boosted its holdings by 154,106 shares to hold 190,640 shares valued at approximately $50.5 million. Meanwhile, Pictet North America Advisors opened a brand-new position with 2,896 shares valued at about $766,716.

CrowdStrike Holdings, Inc. Stock Up 4.7%

CrowdStrike recently traded around $237.97, down 0.6% from its close of $239.34 on the October 21 filing date. The stock trades 1.8% above its 50-day moving average of $233.84 and stands 46.6% above its 200-day moving average of $162.31. Shares remain 17.1% below their 52-week high of $286.99 while holding well above their 52-week low of $85.68. The current price sits 3.3% below the average analyst price target of $246.15.

Recent Earnings

CrowdStrike generated trailing twelve month revenue of $5.4 billion with an earnings per share of $0.06. The firm posted a net profit margin of 0.8% and a return on equity of 1.5%. The company's next quarterly financial update is scheduled for December 1, 2026.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Company insiders completed several stock transactions prior to the filing date under pre-arranged trading plans. President and CEO George Kurtz and Director Johanna Flower executed planned sales totaling tens of thousands of shares between October 16 and October 20, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing date. Wells Fargo maintained an Overweight rating with a $300 target, Freedom Broker kept a Buy rating with a $320 target, BTIG retained a Buy rating with a $312 target, Citigroup maintained a Buy rating with a $295 target, and Keybanc kept an Overweight rating with a $265 target. The stock carries a consensus buy recommendation across 50 analyst opinions.

About CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc. provides cloud-delivered cybersecurity solutions for endpoints, cloud workloads, identity, and data. Operating out of Austin, Texas, the company protects enterprise networks worldwide using a software-as-a-service subscription model. Institutional investor interest remains closely tied to the firm's growth in the cloud infrastructure security market.

Bottom Line

Institutional interest in CrowdStrike remains active as large investors adjust their stakes. Observers will look toward the company's upcoming earnings report on December 1, 2026, for further insight into its financial trajectory and software subscription growth.