Convergence Financial’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.56M Sell
39,636
-1,780
-4% -$253K 0.6% 39
2026
Q1
$4.04M Buy
41,416
+21,864
+112% +$2.32M 0.43% 43
2025
Q4
$2.29M Buy
19,552
+13,344
+215% +$1.7M 0.33% 52
2025
Q3
$761K Buy
6,208
+368
+6% +$41.8K 0.11% 97
2025
Q2
$744K Buy
5,840
+2,008
+52% +$218K 0.13% 93
2025
Q1
$338K Buy
+3,832
New +$365K 0.07% 125

Other funds holding CRWD

Convergence Financial's CRWD Position: Q2 2026 in Review

Convergence Financial reduced its CrowdStrike (CRWD) stake by 4.3% in Q2 2026, selling an estimated $253K and leaving 39,636 shares worth $7.56M. The position accounts for 0.6% of the portfolio, ranked #39.

Convergence Financial first reported a position in CRWD in Q1 2025 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Convergence Financial held 39,636 shares of CrowdStrike worth $7.56M as of Q2 2026.
  • Convergence Financial sold 1,780 CrowdStrike shares in Q2 2026, an estimated $253K.
  • CrowdStrike made up 0.6% of Convergence Financial's portfolio in Q2 2026, its #39 holding.
  • Convergence Financial first reported a position in CrowdStrike in Q1 2025 and has held it in 6 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.