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	$24M	Buy	125,600 +14,400	+13%	+$2.05M	0.02%	935
2026 Q1	$10.9M	Sell	111,200 -4,800	-4%	-$509K	0.01%	1357
2025 Q4	$13.6M	Buy	+116,000	New	+$14.8M	0.02%	937
2022 Q1	–	Sell	-355,600	Closed	-$18.2M	–	2999
2021 Q4	$18.2M	Buy	355,600 +107,600	+43%	+$6.55M	0.04%	517
2021 Q3	$15.2M	Sell	248,000 -86,400	-26%	-$5.57M	0.03%	582
2021 Q2	$21M	Sell	334,400 -204,000	-38%	-$11M	0.05%	472
2021 Q1	$24.6M	Buy	538,400 +267,200	+99%	+$14.1M	0.06%	361
2020 Q4	$14.4M	Buy	271,200 +68,400	+34%	+$2.67M	0.04%	466
2020 Q3	$6.96M	Buy	202,800 +61,200	+43%	+$1.78M	0.02%	647
2020 Q2	$3.55M	Sell	141,600 -396,400	-74%	-$7.95M	0.02%	814
2020 Q1	$7.49M	Buy	+538,000	New	+$7.6M	0.06%	341

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

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.