Balyasny Asset Management
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Balyasny Asset Management’s CrowdStrike CRWD Stock Holding History

Balyasny Asset 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 		$43.2M Sell
226,188
-846,032
-79% -$120M 0.05% 411
2026
Q1 		$105M Sell
1,072,220
-248,344
-19% -$26.3M 0.14% 162
2025
Q4 		$155M Buy
1,320,564
+1,291,080
+4,379% +$164M 0.2% 103
2025
Q3 		$3.61M Sell
29,484
-22,212
-43% -$2.53M ﹤0.01% 1530
2025
Q2 		$6.58M Sell
51,696
-76,384
-60% -$8.28M 0.01% 1157
2025
Q1 		$11.3M Buy
128,080
+110,912
+646% +$10.6M 0.02% 852
2024
Q4 		$1.47M Sell
17,168
-7,420
-30% -$617K ﹤0.01% 1784
2024
Q3 		$1.72M Buy
24,588
+3,704
+18% +$263K ﹤0.01% 1734
2024
Q2 		$2M Sell
20,884
-156,796
-88% -$13M ﹤0.01% 1531
2024
Q1 		$14.2M Buy
177,680
+151,288
+573% +$11.6M 0.02% 779
2023
Q4 		$1.68M Sell
26,392
-194,944
-88% -$10.2M ﹤0.01% 1506
2023
Q3 		$9.26M Sell
221,336
-20,904
-9% -$812K 0.02% 871
2023
Q2 		$8.89M Buy
242,240
+128,016
+112% +$4.46M 0.02% 839
2023
Q1 		$3.92M Sell
114,224
-2,073,044
-95% -$59.9M 0.01% 1177
2022
Q4 		$57.6M Buy
2,187,268
+1,508,180
+222% +$51.6M 0.16% 158
2022
Q3 		$28M Sell
679,088
-550,940
-45% -$25.2M 0.09% 311
2022
Q2 		$51.8M Buy
1,230,028
+239,780
+24% +$10.9M 0.17% 142
2022
Q1 		$56.2M Buy
990,248
+403,504
+69% +$18.8M 0.18% 115
2021
Q4 		$30M Buy
+586,744
New +$35.7M 0.1% 262
2021
Q3 		– Sell
-330,408
Closed -$20.8M – 2007
2021
Q2 		$20.8M Sell
330,408
-154,044
-32% -$8.29M 0.1% 289
2021
Q1 		$22.1M Buy
484,452
+68,708
+17% +$3.63M 0.11% 250
2020
Q4 		$22M Buy
415,744
+360,412
+651% +$14M 0.12% 229
2020
Q3 		$1.9M Sell
55,332
-543,580
-91% -$15.8M 0.01% 846
2020
Q2 		$15M Buy
598,912
+334,560
+127% +$6.71M 0.13% 238
2020
Q1 		$3.68M Sell
264,352
-3,587,276
-93% -$50.6M 0.04% 476
2019
Q4 		$48M Buy
+3,851,628
New +$50.5M 0.29% 85
2019
Q3 		– Sell
-247,044
Closed -$4.22M – 1239
2019
Q2 		$4.22M Buy
+247,044
New +$4.2M 0.03% 658

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

Balyasny Asset Management's CRWD Position: Q2 2026 in Review

Balyasny Asset Management reduced its CrowdStrike (CRWD) stake by 79% in Q2 2026, selling an estimated $120M and leaving 226,188 shares worth $43.2M. The position accounts for 0.05% of the portfolio, ranked #411.

Balyasny Asset Management first reported a position in CRWD in Q2 2019 and has held it in 27 quarters since. The position peaked at $155M in Q4 2025. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Balyasny Asset Management held 226,188 shares of CrowdStrike worth $43.2M as of Q2 2026.
  • Balyasny Asset Management sold 846,032 CrowdStrike shares in Q2 2026, an estimated $120M.
  • CrowdStrike made up 0.05% of Balyasny Asset Management's portfolio in Q2 2026, its #411 holding.
  • Balyasny Asset Management first reported a position in CrowdStrike in Q2 2019 and has held it in 27 quarters since.
  • Balyasny Asset Management's CrowdStrike position peaked at $155M in Q4 2025.
  • 2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.