CrowdStrike (CRWD)

• Market cap: $112B
• 1 day: 0.15%
• 5 days: 4.18%
• 1 month: 4.48%
• 3 months: -7.08%
• 6 months: 22.09%
• Year to date: 28.24%
• 1 year: 66.32%
• 5 years: 239.63%
• 10 years: 667.98%
• Sector: Technology
• Industry: Software - Infrastructure

About: CrowdStrike is a cloud-based cybersecurity company specializing in next-generation security verticals such as endpoint, cloud workload, identity, and security operations. CrowdStrike's primary offering is its Falcon platform that offers a proverbial single pane of glass for an enterprise to detect and respond to security threats attacking its IT infrastructure. The Texas-based firm was founded in 2011 and went public in 2019.

Employees: 10,047

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

236% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 102

52% more capital invested

Capital invested by funds: $59.8B [Q1] → $90.7B (+$30.9B) [Q2]

41% more funds holding in top 10

Funds holding in top 10: 41 [Q1] → 58 (+17) [Q2]

39% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 608

11% more funds holding

Funds holding: 1,796 [Q1] → 2,002 (+206) [Q2]

5.19% more ownership

Funds ownership: 68.4% [Q1] → 73.59% (+5.19%) [Q2]

20% less call options, than puts

Call options by funds: $7.21B | Put options by funds: $9.01B

Research analyst outlook

19 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $343
• Avg. target: $468
• High target: $555

19 analyst ratings

• positive: 10 53%
• neutral: 9 47%
• negative: 0 0%

Macquarie Steve Koenig	$465	Neutral Maintained	29 Aug 2025
Jefferies Joseph Gallo	$500	Buy Maintained	28 Aug 2025
DA Davidson Rudy Kessinger	$490	Buy Maintained	28 Aug 2025
Canaccord Genuity Kingsley Crane	$430	Hold Maintained	28 Aug 2025
Oppenheimer Ittai Kidron	$520	Outperform Maintained	28 Aug 2025