Kovitz Investment Group Partners’s CrowdStrike CRWD Stock Holding History

Kovitz Investment Group 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 Q1	$741K	Buy	7,592 +36	+0.5%	+$3.81K	0.02%	363
2025 Q4	$886K	Sell	7,556 -24,648	-77%	-$3.14M	0.02%	334
2025 Q3	$3.95M	Buy	32,204 +6,312	+24%	+$718K	0.02%	508
2025 Q2	$3.3M	Sell	25,892 -1,704	-6%	-$185K	0.01%	519
2025 Q1	$2.43M	Sell	27,596 -11,116	-29%	-$1.06M	0.01%	542
2024 Q4	$3.31M	Buy	38,712 +23,092	+148%	+$1.92M	0.02%	481
2024 Q3	$419K	Buy	15,620 +10,684	+216%	+$759K	﹤0.01%	789
2024 Q2	$473K	Buy	4,936 +404	+9%	+$33.6K	﹤0.01%	656
2024 Q1	$363K	Buy	+4,532	New	+$347K	﹤0.01%	558

Other funds holding CRWD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kovitz Investment Group Partners's CRWD Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its CrowdStrike (CRWD) stake by 0.48% in Q1 2026, buying an estimated $3.81K and bringing the position to 7,592 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #363.

Kovitz Investment Group Partners first reported a position in CRWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.95M in Q3 2025. 2,080 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Kovitz Investment Group Partners held 7,592 shares of CrowdStrike worth $741K as of Q1 2026.
Kovitz Investment Group Partners bought 36 CrowdStrike shares in Q1 2026, an estimated $3.81K.
CrowdStrike made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #363 holding.
Kovitz Investment Group Partners first reported a position in CrowdStrike in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's CrowdStrike position peaked at $3.95M in Q3 2025.
2,080 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.