Roundview Capital
CRWD icon

Roundview Capital’s CrowdStrike CRWD Stock Holding History

Roundview 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
Q3 		$661K Buy
2,496
+100
+4% +$21.2K 0.04% 249
2026
Q2 		$457K Buy
+2,396
New +$340K 0.03% 272
2026
Q1 		– Sell
-2,012
Closed -$236K – 344
2025
Q4 		$236K Buy
+2,012
New +$256K 0.01% 311
2025
Q3 		– Sell
-2,396
Closed -$305K – 338
2025
Q2 		$305K Hold
2,396
– – 0.02% 287
2025
Q1 		$211K Buy
+2,396
New +$228K 0.02% 308
2024
Q3 		– Sell
-2,668
Closed -$256K – 342
2024
Q2 		$256K Buy
+2,668
New +$222K 0.02% 299

Other funds holding CRWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Roundview Capital's CRWD Position: Q3 2026 in Review

Roundview Capital increased its CrowdStrike (CRWD) stake by 4.2% in Q3 2026, buying an estimated $21.2K and bringing the position to 2,496 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #249.

Roundview Capital first reported a position in CRWD in Q2 2024 and has held it in 6 quarters since. 1,838 funds tracked by Wall St. Rank hold CRWD as of Q3 2026.

  • Roundview Capital held 2,496 shares of CrowdStrike worth $661K as of Q3 2026.
  • Roundview Capital bought 100 CrowdStrike shares in Q3 2026, an estimated $21.2K.
  • CrowdStrike made up 0.04% of Roundview Capital's portfolio in Q3 2026, its #249 holding.
  • Roundview Capital first reported a position in CrowdStrike in Q2 2024 and has held it in 6 quarters since.
  • 1,838 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.