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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
2025
Q3 		– Sell
-1,200
Closed -$153K – 1522
2025
Q2 		$153K Buy
+1,200
New +$130K ﹤0.01% 1303
2024
Q4 		– Sell
-400
Closed -$28K – 1149
2024
Q3 		$28K Buy
+400
New +$28.4K ﹤0.01% 1044

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

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.