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CRWD icon

Brandywine Managers’s CrowdStrike CRWD Stock Holding History

Brandywine Managers’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 		$12.5M Sell
128,496
-960
-0.7% -$102K 7.38% 3
2025
Q4 		$15.2M Sell
129,456
-400
-0.3% -$50.9K 7.5% 4
2025
Q3 		$15.9M Sell
129,856
-1,400
-1% -$159K 15.27% 2
2025
Q2 		$16.7M Hold
131,256
– – 16.61% 2
2025
Q1 		$11.6M Hold
131,256
– – 13.88% 2
2024
Q4 		$11.2M Hold
131,256
– – 11.83% 3
2024
Q3 		$9.2M Buy
131,256
+4,932
+4% +$350K 9.89% 3
2024
Q2 		$12.1M Buy
126,324
+3,012
+2% +$250K 12.8% 3
2024
Q1 		$9.88M Buy
123,312
+3,816
+3% +$292K 9.75% 3
2023
Q4 		$7.63M Buy
119,496
+4,776
+4% +$250K 8.35% 3
2023
Q3 		$4.8M Hold
114,720
– – 8.1% 3
2023
Q2 		$4.21M Hold
114,720
– – 2.78% 11
2023
Q1 		$3.94M Hold
114,720
– – 2.8% 10
2022
Q4 		$3.02M Buy
114,720
+3,552
+3% +$122K 10.55% 2
2022
Q3 		$4.58M Hold
111,168
– – 15.07% 2
2022
Q2 		$4.68M Buy
111,168
+4,776
+4% +$216K 11.48% 3
2022
Q1 		$6.04M Buy
106,392
+14,320
+16% +$667K 10.42% 3
2021
Q4 		$4.71M Hold
92,072
– – 5.34% 4
2021
Q3 		$5.66M Buy
92,072
+9,800
+12% +$632K 5.91% 3
2021
Q2 		$5.17M Buy
82,272
+24,828
+43% +$1.34M 5.9% 3
2021
Q1 		$2.62M Buy
57,444
+936
+2% +$49.5K 3.48% 5
2020
Q4 		$2.99M Buy
56,508
+30,556
+118% +$1.19M 4.11% 3
2020
Q3 		$891K Sell
25,952
-9,548
-27% -$278K 1.69% 12
2020
Q2 		$890K Sell
35,500
-4,000
-10% -$80.2K 3.65% 8
2020
Q1 		$550K Buy
39,500
+4,300
+12% +$60.7K 0.19% 9
2019
Q4 		$439K Buy
35,200
+12,400
+54% +$163K 0.13% 27
2019
Q3 		$332K Buy
22,800
+10,800
+90% +$214K 0.11% 31
2019
Q2 		$205K Buy
+12,000
New +$204K 0.08% 46

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

Brandywine Managers's CRWD Position: Q1 2026 in Review

Brandywine Managers reduced its CrowdStrike (CRWD) stake by 0.74% in Q1 2026, selling an estimated $102K and leaving 128,496 shares worth $12.5M. The position accounts for 7.38% of the portfolio, ranked #3.

Brandywine Managers first reported a position in CRWD in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.7M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Brandywine Managers held 128,496 shares of CrowdStrike worth $12.5M as of Q1 2026.
  • Brandywine Managers sold 960 CrowdStrike shares in Q1 2026, an estimated $102K.
  • CrowdStrike made up 7.38% of Brandywine Managers's portfolio in Q1 2026, its #3 holding.
  • Brandywine Managers first reported a position in CrowdStrike in Q2 2019 and has held it in 28 quarters since.
  • Brandywine Managers's CrowdStrike position peaked at $16.7M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.