Dmitry Balyasny’s CrowdStrike CRWD Stock Holding History

Dmitry Balyasny’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 Q2	$56.6M	Sell	296,800 -179,200	-38%	-$25.5M	0.07%	329
2026 Q1	$46.5M	Sell	476,000 -336,400	-41%	-$35.6M	0.06%	377
2025 Q4	$95.2M	Buy	812,400 +212,800	+35%	+$27.1M	0.12%	188
2025 Q3	$73.5M	Buy	599,600 +465,200	+346%	+$52.9M	0.09%	249
2025 Q2	$17.1M	Buy	134,400 +130,800	+3,633%	+$14.2M	0.03%	726
2025 Q1	$317K	Sell	3,600 -5,600	-61%	-$533K	﹤0.01%	2434
2024 Q4	$787K	Buy	+9,200	New	+$765K	﹤0.01%	2038
2024 Q1	–	Sell	-48,800	Closed	-$3.11M	–	2700
2023 Q4	$3.11M	Sell	48,800 -74,400	-60%	-$3.9M	0.01%	1303
2023 Q3	$5.16M	Buy	123,200 +23,200	+23%	+$902K	0.01%	1092
2023 Q2	$3.67M	Sell	100,000 -100,000	-50%	-$3.48M	0.01%	1166
2023 Q1	$6.86M	Buy	+200,000	New	+$5.78M	0.02%	943
2020 Q3	–	Sell	-100,000	Closed	-$2.51M	–	1345
2020 Q2	$2.51M	Buy	+100,000	New	+$2.01M	0.02%	672

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dmitry Balyasny's CRWD Position: Q2 2026 in Review

Dmitry Balyasny reduced its CrowdStrike (CRWD) stake by 79% in Q2 2026, selling an estimated $120M and leaving 226,188 shares worth $43.2M. The position accounts for 0.05% of the portfolio, ranked #411.

Dmitry Balyasny first reported a position in CRWD in Q2 2019 and has held it in 27 quarters since. The position peaked at $155M in Q4 2025. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Dmitry Balyasny held 226,188 shares of CrowdStrike worth $43.2M as of Q2 2026.
Dmitry Balyasny sold 846,032 CrowdStrike shares in Q2 2026, an estimated $120M.
CrowdStrike made up 0.05% of Dmitry Balyasny's portfolio in Q2 2026, its #411 holding.
Dmitry Balyasny first reported a position in CrowdStrike in Q2 2019 and has held it in 27 quarters since.
Dmitry Balyasny's CrowdStrike position peaked at $155M in Q4 2025.
2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.