AIM
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Allen Investment Management’s CrowdStrike CRWD Stock Holding History

Allen Investment Management’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.6M Sell
522,280
-173,104
-25% -$24.6M 1.18% 25
2026
Q1 		$67.9M Sell
695,384
-150,344
-18% -$15.9M 0.84% 29
2025
Q4 		$99.1M Buy
845,728
+1,516
+0.2% +$193K 1.1% 23
2025
Q3 		$103M Buy
844,212
+128,972
+18% +$14.7M 1.15% 25
2025
Q2 		$91.1M Sell
715,240
-3,816
-0.5% -$414K 0.99% 24
2025
Q1 		$63.4M Buy
719,056
+109,368
+18% +$10.4M 0.74% 26
2024
Q4 		$52.2M Buy
609,688
+151,056
+33% +$12.6M 0.6% 31
2024
Q3 		$32.2M Buy
458,632
+130,400
+40% +$9.26M 0.38% 40
2024
Q2 		$31.4M Buy
328,232
+18,976
+6% +$1.58M 0.38% 40
2024
Q1 		$24.8M Buy
309,256
+60,164
+24% +$4.61M 0.31% 45
2023
Q4 		$15.9M Buy
249,092
+9,384
+4% +$491K 0.21% 56
2023
Q3 		$10M Buy
239,708
+33,192
+16% +$1.29M 0.15% 63
2023
Q2 		$7.58M Buy
206,516
+147,444
+250% +$5.14M 0.11% 68
2023
Q1 		$2.03M Buy
+59,072
New +$1.71M 0.03% 98

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allen Investment Management's CRWD Position: Q2 2026 in Review

Allen Investment Management reduced its CrowdStrike (CRWD) stake by 25% in Q2 2026, selling an estimated $24.6M and leaving 522,280 shares worth $99.6M. The position accounts for 1.18% of the portfolio, ranked #25.

Allen Investment Management first reported a position in CRWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $103M in Q3 2025. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Allen Investment Management held 522,280 shares of CrowdStrike worth $99.6M as of Q2 2026.
  • Allen Investment Management sold 173,104 CrowdStrike shares in Q2 2026, an estimated $24.6M.
  • CrowdStrike made up 1.18% of Allen Investment Management's portfolio in Q2 2026, its #25 holding.
  • Allen Investment Management first reported a position in CrowdStrike in Q1 2023 and has held it in 14 quarters since.
  • Allen Investment Management's CrowdStrike position peaked at $103M in Q3 2025.
  • 2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.