Values First Advisors’s CrowdStrike CRWD Stock Holding History

Values First Advisors’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	$201K	Buy	2,060 +12	+0.6%	+$1.27K	0.1%	162
2025 Q4	$240K	Sell	2,048 -332	-14%	-$42.3K	0.12%	157
2025 Q3	$292K	Sell	2,380 -108	-4%	-$12.3K	0.16%	136
2025 Q2	$317K	Sell	2,488 -28	-1%	-$3.04K	0.17%	144
2025 Q1	$222K	Sell	2,516 -160	-6%	-$15.2K	0.13%	155
2024 Q4	$229K	Sell	2,676 -5,576	-68%	-$464K	0.13%	157
2024 Q3	$579K	Sell	8,252 -1,452	-15%	-$103K	0.31%	78
2024 Q2	$930K	Sell	9,704 -564	-5%	-$46.9K	0.56%	54
2024 Q1	$823K	Sell	10,268 -6,460	-39%	-$494K	0.48%	62
2023 Q4	$1.07M	Sell	16,728 -4,312	-20%	-$226K	0.64%	46
2023 Q3	$880K	Buy	21,040 +352	+2%	+$13.7K	0.57%	51
2023 Q2	$760K	Sell	20,688 -6,592	-24%	-$230K	0.46%	67
2023 Q1	$936K	Buy	27,280 +5,080	+23%	+$147K	0.6%	46
2022 Q4	$584K	Sell	22,200 -40	-0.2%	-$1.37K	0.41%	68
2022 Q3	$916K	Buy	22,240 +2,572	+13%	+$118K	0.66%	50
2022 Q2	$829K	Buy	19,668 +3,920	+25%	+$177K	0.59%	55
2022 Q1	$894K	Buy	15,748 +6,824	+76%	+$318K	0.56%	57
2021 Q4	$457K	Sell	8,924 -3,644	-29%	-$222K	0.27%	103
2021 Q3	$772K	Sell	12,568 -472	-4%	-$30.4K	0.5%	66
2021 Q2	$819K	Buy	13,040 +1,524	+13%	+$82K	0.56%	64
2021 Q1	$525K	Buy	11,516 +108	+0.9%	+$5.71K	0.39%	89
2020 Q4	$604K	Sell	11,408 -5,436	-32%	-$212K	0.48%	73
2020 Q3	$578K	Buy	16,844 +5,248	+45%	+$153K	0.53%	65
2020 Q2	$291K	Buy	+11,596	New	+$233K	0.29%	104

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

Values First Advisors's CRWD Position: Q1 2026 in Review

Values First Advisors increased its CrowdStrike (CRWD) stake by 0.59% in Q1 2026, buying an estimated $1.27K and bringing the position to 2,060 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #162.

Values First Advisors first reported a position in CRWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Values First Advisors held 2,060 shares of CrowdStrike worth $201K as of Q1 2026.
Values First Advisors bought 12 CrowdStrike shares in Q1 2026, an estimated $1.27K.
CrowdStrike made up 0.1% of Values First Advisors's portfolio in Q1 2026, its #162 holding.
Values First Advisors first reported a position in CrowdStrike in Q2 2020 and has held it in 24 quarters since.
Values First Advisors's CrowdStrike position peaked at $1.07M in Q4 2023.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.