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
Q1 		$26.9M Buy
275,600
+73,600
+36% +$7.8M 0.03% 573
2025
Q4 		$23.7M Buy
202,000
+12,000
+6% +$1.53M 0.03% 631
2025
Q3 		$23.3M Buy
190,000
+176,400
+1,297% +$20.1M 0.03% 653
2025
Q2 		$1.73M Buy
13,600
+10,800
+386% +$1.17M ﹤0.01% 1807
2025
Q1 		$247K Sell
2,800
-17,200
-86% -$1.64M ﹤0.01% 2523
2024
Q4 		$1.71M Buy
20,000
+11,200
+127% +$931K ﹤0.01% 1734
2024
Q3 		$617K Hold
8,800
– – ﹤0.01% 2179
2024
Q2 		$843K Sell
8,800
-1,600
-15% -$133K ﹤0.01% 1856
2024
Q1 		$834K Sell
10,400
-14,800
-59% -$1.13M ﹤0.01% 1868
2023
Q4 		$1.61M Sell
25,200
-96,400
-79% -$5.05M ﹤0.01% 1518
2023
Q3 		$5.09M Buy
121,600
+21,600
+22% +$839K 0.01% 1102
2023
Q2 		$3.67M Sell
100,000
-100,000
-50% -$3.48M 0.01% 1165
2023
Q1 		$6.86M Buy
+200,000
New +$5.78M 0.02% 942

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balyasny Asset Management's CRWD Position: Q1 2026 in Review

Balyasny Asset Management reduced its CrowdStrike (CRWD) stake by 19% in Q1 2026, selling an estimated $26.3M and leaving 1,072,220 shares worth $105M. The position accounts for 0.14% of the portfolio, ranked #162.

Balyasny Asset Management first reported a position in CRWD in Q2 2019 and has held it in 26 quarters since. The position peaked at $155M in Q4 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Balyasny Asset Management held 1,072,220 shares of CrowdStrike worth $105M as of Q1 2026.
  • Balyasny Asset Management sold 248,344 CrowdStrike shares in Q1 2026, an estimated $26.3M.
  • CrowdStrike made up 0.14% of Balyasny Asset Management's portfolio in Q1 2026, its #162 holding.
  • Balyasny Asset Management first reported a position in CrowdStrike in Q2 2019 and has held it in 26 quarters since.
  • Balyasny Asset Management's CrowdStrike position peaked at $155M in Q4 2025.
  • 2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.