Root Financial Partners
CRWD icon

Root Financial Partners’s CrowdStrike CRWD Stock Holding History

Root Financial 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
Q3 		$1.16M Buy
4,386
+2,106
+92% +$447K 0.04% 115
2026
Q2 		$435K Buy
2,280
+548
+32% +$77.9K 0.02% 217
2026
Q1 		$169K Sell
1,732
-468
-21% -$49.6K 0.01% 373
2025
Q4 		$258K Buy
2,200
+152
+7% +$19.4K 0.01% 250
2025
Q3 		$251K Buy
2,048
+296
+17% +$33.7K 0.02% 238
2025
Q2 		$223K Sell
1,752
-1,576
-47% -$171K 0.02% 231
2025
Q1 		$293K Buy
+3,328
New +$317K 0.03% 158

Other funds holding CRWD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Root Financial Partners's CRWD Position: Q3 2026 in Review

Root Financial Partners increased its CrowdStrike (CRWD) stake by 92% in Q3 2026, buying an estimated $447K and bringing the position to 4,386 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #115.

Root Financial Partners first reported a position in CRWD in Q1 2025 and has held it in 7 quarters since. 1,120 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Root Financial Partners held 4,386 shares of CrowdStrike worth $1.16M as of Q3 2026.
  • Root Financial Partners bought 2,106 CrowdStrike shares in Q3 2026, an estimated $447K.
  • CrowdStrike made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #115 holding.
  • Root Financial Partners first reported a position in CrowdStrike in Q1 2025 and has held it in 7 quarters since.
  • 1,120 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.