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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Roundview Capital's CRWD Position: Q2 2026 in Review

Roundview Capital opened a new position in CrowdStrike (CRWD) in Q2 2026: 2,396 shares worth $457K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings. This is a return to the name: Roundview Capital previously reported a position in CRWD as recently as Q4 2025.

Roundview Capital first reported a position in CRWD in Q2 2024 and has held it in 5 quarters since. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Roundview Capital held 2,396 shares of CrowdStrike worth $457K as of Q2 2026.
  • CrowdStrike was a new Roundview Capital position in Q2 2026.
  • CrowdStrike made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #272 holding.
  • Roundview Capital first reported a position in CrowdStrike in Q2 2024 and has held it in 5 quarters since.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.