JO
CRWD icon

John Overdeck’s CrowdStrike CRWD Stock Holding History

John Overdeck’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 		$20.1M Sell
105,180
-2,337,796
-96% -$332M 0.01% 1054
2026
Q1 		$238M Buy
2,442,976
+2,391,712
+4,665% +$253M 0.19% 114
2025
Q4 		$6.01M Buy
51,264
+7,668
+18% +$976K 0.01% 1551
2025
Q3 		$5.34M Sell
43,596
-1,084,996
-96% -$123M 0.01% 1405
2025
Q2 		$144M Buy
1,128,592
+1,089,792
+2,809% +$118M 0.25% 98
2025
Q1 		$3.42M Sell
38,800
-12,000
-24% -$1.14M 0.01% 1355
2024
Q4 		$4.35M Sell
50,800
-854,228
-94% -$71M 0.01% 1193
2024
Q3 		$63.5M Sell
905,028
-1,410,264
-61% -$100M 0.14% 180
2024
Q2 		$222M Sell
2,315,292
-821,116
-26% -$68.3M 0.51% 33
2024
Q1 		$251M Buy
3,136,408
+618,752
+25% +$47.4M 0.59% 8
2023
Q4 		$161M Buy
2,517,656
+364,364
+17% +$19.1M 0.37% 54
2023
Q3 		$90.1M Buy
2,153,292
+1,992,412
+1,238% +$77.4M 0.24% 110
2023
Q2 		$5.91M Sell
160,880
-1,039,564
-87% -$36.2M 0.01% 853
2023
Q1 		$41.2M Sell
1,200,444
-924,380
-44% -$26.7M 0.12% 211
2022
Q4 		$55.9M Buy
2,124,824
+1,874,608
+749% +$64.2M 0.18% 145
2022
Q3 		$10.3M Buy
+250,216
New +$11.4M 0.04% 482
2022
Q2 		– Sell
-613,748
Closed -$34.8M – 2580
2022
Q1 		$34.8M Sell
613,748
-158,028
-20% -$7.36M 0.1% 246
2021
Q4 		$39.5M Sell
771,776
-1,036,416
-57% -$63.1M 0.08% 290
2021
Q3 		$111M Sell
1,808,192
-921,040
-34% -$59.4M 0.25% 101
2021
Q2 		$171M Sell
2,729,232
-273,860
-9% -$14.7M 0.39% 40
2021
Q1 		$137M Sell
3,003,092
-2,030,228
-40% -$107M 0.36% 51
2020
Q4 		$267M Sell
5,033,320
-2,574,828
-34% -$100M 0.76% 2
2020
Q3 		$261M Buy
7,608,148
+141,996
+2% +$4.14M 0.93% 5
2020
Q2 		$187M Buy
7,466,152
+7,288,612
+4,105% +$146M 0.93% 13
2020
Q1 		$2.47M Buy
+177,540
New +$2.51M 0.02% 858

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

John Overdeck's CRWD Position: Q2 2026 in Review

John Overdeck reduced its CrowdStrike (CRWD) stake by 96% in Q2 2026, selling an estimated $332M and leaving 105,180 shares worth $20.1M. The position accounts for 0.01% of the portfolio, ranked #1054.

John Overdeck first reported a position in CRWD in Q1 2020 and has held it in 25 quarters since. The position peaked at $267M in Q4 2020. 2,443 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • John Overdeck held 105,180 shares of CrowdStrike worth $20.1M as of Q2 2026.
  • John Overdeck sold 2,337,796 CrowdStrike shares in Q2 2026, an estimated $332M.
  • CrowdStrike made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1054 holding.
  • John Overdeck first reported a position in CrowdStrike in Q1 2020 and has held it in 25 quarters since.
  • John Overdeck's CrowdStrike position peaked at $267M in Q4 2020.
  • 2,443 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.