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CRWD icon

Strategy Capital’s CrowdStrike CRWD Stock Holding History

Strategy 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 		$106M Sell
554,152
-16,356
-3% -$2.32M 6.52% 8
2026
Q1 		$55.7M Buy
570,508
+15,972
+3% +$1.69M 4.55% 9
2025
Q4 		$65M Sell
554,536
-64,236
-10% -$8.18M 4.79% 9
2025
Q3 		$75.9M Buy
+618,772
New +$70.4M 5.02% 8
2024
Q3 		– Sell
-1,809,292
Closed -$173M – 11
2024
Q2 		$173M Sell
1,809,292
-166,440
-8% -$13.8M 17.02% 1
2024
Q1 		$158M Buy
1,975,732
+39,796
+2% +$3.05M 16.08% 1
2023
Q4 		$124M Sell
1,935,936
-130,928
-6% -$6.86M 13.43% 4
2023
Q3 		$86.5M Sell
2,066,864
-4,880
-0.2% -$190K 12.07% 5
2023
Q2 		$76.1M Buy
2,071,744
+121,828
+6% +$4.24M 10.52% 6
2023
Q1 		$66.9M Buy
1,949,916
+123,884
+7% +$3.58M 10.69% 6
2022
Q4 		$48.1M Buy
1,826,032
+38,812
+2% +$1.33M 9.85% 6
2022
Q3 		$73.6M Buy
1,787,220
+175,804
+11% +$8.04M 12.56% 6
2022
Q2 		$67.9M Buy
1,611,416
+528,336
+49% +$23.9M 11.85% 5
2022
Q1 		$61.5M Buy
1,083,080
+226,036
+26% +$10.5M 7.43% 8
2021
Q4 		$43.9M Buy
857,044
+56,256
+7% +$3.43M 4.15% 8
2021
Q3 		$49.2M Buy
+800,788
New +$51.7M 4.67% 9

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

Strategy Capital's CRWD Position: Q2 2026 in Review

Strategy Capital reduced its CrowdStrike (CRWD) stake by 2.9% in Q2 2026, selling an estimated $2.32M and leaving 554,152 shares worth $106M. The position accounts for 6.52% of the portfolio, ranked #8.

Strategy Capital first reported a position in CRWD in Q3 2021 and has held it in 16 quarters since. The position peaked at $173M in Q2 2024. 2,441 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Strategy Capital held 554,152 shares of CrowdStrike worth $106M as of Q2 2026.
  • Strategy Capital sold 16,356 CrowdStrike shares in Q2 2026, an estimated $2.32M.
  • CrowdStrike made up 6.52% of Strategy Capital's portfolio in Q2 2026, its #8 holding.
  • Strategy Capital first reported a position in CrowdStrike in Q3 2021 and has held it in 16 quarters since.
  • Strategy Capital's CrowdStrike position peaked at $173M in Q2 2024.
  • 2,441 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Strategy Capital's 13F filing for Q2 2026, filed 13 Aug 2026.