Concurrent Investment Advisors’s CrowdStrike CRWD Stock Holding History

Concurrent Investment Advisors’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	$13.5M	Buy	138,616 +9,376	+7%	+$994K	0.15%	151
2025 Q4	$15.1M	Buy	129,240 +68,460	+113%	+$8.72M	0.17%	127
2025 Q3	$7.45M	Sell	60,780 -2,772	-4%	-$315K	0.13%	173
2025 Q2	$8.09M	Buy	63,552 +34,924	+122%	+$3.79M	0.16%	140
2025 Q1	$2.52M	Buy	28,628 +1,684	+6%	+$160K	0.06%	325
2024 Q4	$2.3M	Buy	26,944 +3,664	+16%	+$305K	0.06%	292
2024 Q3	$1.63M	Buy	23,280 +4,084	+21%	+$290K	0.05%	362
2024 Q2	$1.84M	Buy	19,196 +3,108	+19%	+$258K	0.06%	294
2024 Q1	$1.29M	Buy	16,088 +2,304	+17%	+$176K	0.05%	328
2023 Q4	$880K	Buy	+13,784	New	+$722K	0.04%	355

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's CRWD Position: Q1 2026 in Review

Concurrent Investment Advisors increased its CrowdStrike (CRWD) stake by 7.3% in Q1 2026, buying an estimated $994K and bringing the position to 138,616 shares worth $13.5M. The position accounts for 0.15% of the portfolio, ranked #151.

Concurrent Investment Advisors first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.1M in Q4 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Concurrent Investment Advisors held 138,616 shares of CrowdStrike worth $13.5M as of Q1 2026.
Concurrent Investment Advisors bought 9,376 CrowdStrike shares in Q1 2026, an estimated $994K.
CrowdStrike made up 0.15% of Concurrent Investment Advisors's portfolio in Q1 2026, its #151 holding.
Concurrent Investment Advisors first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's CrowdStrike position peaked at $15.1M in Q4 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.