NZS Capital’s CrowdStrike CRWD Stock Holding History

NZS Capital’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	$4.03M	Buy	41,264 +820	+2%	+$86.9K	0.13%	56
2025 Q4	$4.74M	Hold	40,444	–	–	0.15%	60
2025 Q3	$4.96M	Buy	40,444 +13,196	+48%	+$1.5M	0.15%	61
2025 Q2	$3.47M	Buy	27,248 +7,020	+35%	+$761K	0.12%	60
2025 Q1	$1.78M	Buy	+20,228	New	+$1.93M	0.08%	58
2024 Q3	–	Sell	-198,172	Closed	-$19M	–	59
2024 Q2	$19M	Sell	198,172 -77,136	-28%	-$6.41M	0.78%	43
2024 Q1	$22.1M	Sell	275,308 -58,496	-18%	-$4.48M	0.92%	38
2023 Q4	$21.3M	Buy	333,804 +39,460	+13%	+$2.07M	1.12%	32
2023 Q3	$12.3M	Buy	294,344 +59,364	+25%	+$2.31M	0.66%	45
2023 Q2	$8.63M	Sell	234,980 -4,688	-2%	-$163K	0.43%	55
2023 Q1	$8.22M	Buy	239,668 +105,128	+78%	+$3.04M	0.44%	51
2022 Q4	$3.54M	Buy	+134,540	New	+$4.6M	0.3%	54
2022 Q1	–	Sell	-23,556	Closed	-$1.21M	–	68
2021 Q4	$1.21M	Buy	23,556 +280	+1%	+$17.1K	0.11%	67
2021 Q3	$1.43M	Buy	+23,276	New	+$1.5M	0.14%	66

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

NZS Capital's CRWD Position: Q1 2026 in Review

NZS Capital increased its CrowdStrike (CRWD) stake by 2% in Q1 2026, buying an estimated $86.9K and bringing the position to 41,264 shares worth $4.03M. The position accounts for 0.13% of the portfolio, ranked #56.

NZS Capital first reported a position in CRWD in Q3 2021 and has held it in 14 quarters since. The position peaked at $22.1M in Q1 2024. 2,080 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

NZS Capital held 41,264 shares of CrowdStrike worth $4.03M as of Q1 2026.
NZS Capital bought 820 CrowdStrike shares in Q1 2026, an estimated $86.9K.
CrowdStrike made up 0.13% of NZS Capital's portfolio in Q1 2026, its #56 holding.
NZS Capital first reported a position in CrowdStrike in Q3 2021 and has held it in 14 quarters since.
NZS Capital's CrowdStrike position peaked at $22.1M in Q1 2024.
2,080 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on NZS Capital's 13F filing for Q1 2026, filed 15 May 2026.