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Elm3 Financial Group’s CrowdStrike CRWD Stock Holding History

Elm3 Financial Group’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
Q3 		$397K Buy
1,498
+238
+19% +$50.5K 0.26% 96
2026
Q2 		$240K Buy
+1,260
New +$179K 0.16% 120
2026
Q1 		– Sell
-2,720
Closed -$319K – 118
2025
Q4 		$319K Sell
2,720
-1,484
-35% -$189K 0.26% 84
2025
Q3 		$515K Buy
4,204
+48
+1% +$5.46K 0.42% 58
2025
Q2 		$529K Buy
+4,156
New +$450K 0.44% 50

Other funds holding CRWD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Elm3 Financial Group's CRWD Position: Q3 2026 in Review

Elm3 Financial Group increased its CrowdStrike (CRWD) stake by 19% in Q3 2026, buying an estimated $50.5K and bringing the position to 1,498 shares worth $397K. The position accounts for 0.26% of the portfolio, ranked #96.

Elm3 Financial Group first reported a position in CRWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $529K in Q2 2025. 179 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Elm3 Financial Group held 1,498 shares of CrowdStrike worth $397K as of Q3 2026.
  • Elm3 Financial Group bought 238 CrowdStrike shares in Q3 2026, an estimated $50.5K.
  • CrowdStrike made up 0.26% of Elm3 Financial Group's portfolio in Q3 2026, its #96 holding.
  • Elm3 Financial Group first reported a position in CrowdStrike in Q2 2025 and has held it in 5 quarters since.
  • Elm3 Financial Group's CrowdStrike position peaked at $529K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.