Two Sigma Investments’s CrowdStrike CRWD Stock Holding History

Two Sigma Investments’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	$10.9M	Sell	111,200 -4,800	-4%	-$509K	0.01%	1357
2025 Q4	$13.6M	Buy	+116,000	New	+$14.8M	0.02%	937
2022 Q1	–	Sell	-355,600	Closed	-$18.2M	–	2999
2021 Q4	$18.2M	Buy	355,600 +107,600	+43%	+$6.55M	0.04%	517
2021 Q3	$15.2M	Sell	248,000 -86,400	-26%	-$5.57M	0.03%	582
2021 Q2	$21M	Sell	334,400 -204,000	-38%	-$11M	0.05%	472
2021 Q1	$24.6M	Buy	538,400 +267,200	+99%	+$14.1M	0.06%	361
2020 Q4	$14.4M	Buy	271,200 +68,400	+34%	+$2.67M	0.04%	466
2020 Q3	$6.96M	Buy	202,800 +61,200	+43%	+$1.78M	0.02%	647
2020 Q2	$3.55M	Sell	141,600 -396,400	-74%	-$7.95M	0.02%	814
2020 Q1	$7.49M	Buy	+538,000	New	+$7.6M	0.06%	341

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments's CRWD Position: Q1 2026 in Review

Two Sigma Investments increased its CrowdStrike (CRWD) stake by 4,665% in Q1 2026, buying an estimated $253M and bringing the position to 2,442,976 shares worth $238M. The position accounts for 0.19% of the portfolio, ranked #114.

Two Sigma Investments first reported a position in CRWD in Q1 2020 and has held it in 24 quarters since. The position peaked at $267M in Q4 2020. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Two Sigma Investments held 2,442,976 shares of CrowdStrike worth $238M as of Q1 2026.
Two Sigma Investments bought 2,391,712 CrowdStrike shares in Q1 2026, an estimated $253M.
CrowdStrike made up 0.19% of Two Sigma Investments's portfolio in Q1 2026, its #114 holding.
Two Sigma Investments first reported a position in CrowdStrike in Q1 2020 and has held it in 24 quarters since.
Two Sigma Investments's CrowdStrike position peaked at $267M in Q4 2020.
2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.