Hudson Value Partners’s CrowdStrike CRWD Stock Holding History

Hudson Value Partners’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	$3.82M	Sell	20,000 -80	-0.4%	-$11.4K	0.96%	38
2026 Q1	$1.96M	Buy	20,080 +1,200	+6%	+$127K	0.58%	45
2025 Q4	$2.23M	Sell	18,880 -1,100	-6%	-$140K	0.66%	41
2025 Q3	$2.45M	Hold	19,980	–	–	0.76%	41
2025 Q2	$2.54M	Sell	19,980 -2,100	-10%	-$228K	0.88%	36
2025 Q1	$1.95M	Sell	22,080 -400	-2%	-$38.1K	0.73%	37
2024 Q4	$1.92M	Sell	22,480 -300	-1%	-$24.9K	0.72%	36
2024 Q3	$1.6M	Buy	22,780 +5,720	+34%	+$406K	0.62%	38
2024 Q2	$1.63M	Sell	17,060 -52	-0.3%	-$4.32K	0.69%	40
2024 Q1	$1.37M	Buy	17,112 +7,612	+80%	+$583K	0.58%	46
2023 Q4	$606K	Hold	9,500	–	–	0.28%	70
2023 Q3	$398K	Hold	9,500	–	–	0.21%	80
2023 Q2	$347K	Sell	9,500 -68	-0.7%	-$2.37K	0.18%	86
2023 Q1	$328K	Buy	+9,568	New	+$277K	0.19%	85

Other funds holding CRWD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hudson Value Partners's CRWD Position: Q2 2026 in Review

Hudson Value Partners reduced its CrowdStrike (CRWD) stake by 0.4% in Q2 2026, selling an estimated $11.4K and leaving 20,000 shares worth $3.82M. The position accounts for 0.96% of the portfolio, ranked #38.

Hudson Value Partners first reported a position in CRWD in Q1 2023 and has held it in 14 quarters since. 700 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Hudson Value Partners held 20,000 shares of CrowdStrike worth $3.82M as of Q2 2026.
Hudson Value Partners sold 80 CrowdStrike shares in Q2 2026, an estimated $11.4K.
CrowdStrike made up 0.96% of Hudson Value Partners's portfolio in Q2 2026, its #38 holding.
Hudson Value Partners first reported a position in CrowdStrike in Q1 2023 and has held it in 14 quarters since.
700 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.