WA
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Waverly Advisors’s CrowdStrike CRWD Stock Holding History

Waverly 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 		$5.5M Buy
56,360
+24,792
+79% +$2.63M 0.04% 390
2025
Q4 		$3.7M Buy
31,568
+16,800
+114% +$2.14M 0.03% 441
2025
Q3 		$1.81M Buy
14,768
+648
+5% +$73.7K 0.02% 525
2025
Q2 		$1.8M Buy
14,120
+1,988
+16% +$215K 0.02% 510
2025
Q1 		$1.07M Buy
12,132
+3,636
+43% +$346K 0.01% 590
2024
Q4 		$727K Buy
8,496
+4,228
+99% +$351K 0.01% 587
2024
Q3 		$299K Sell
4,268
-2,276
-35% -$162K 0.01% 684
2024
Q2 		$627K Buy
6,544
+1,260
+24% +$105K 0.01% 525
2024
Q1 		$424K Buy
+5,284
New +$404K 0.01% 509

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverly Advisors's CRWD Position: Q1 2026 in Review

Waverly Advisors increased its CrowdStrike (CRWD) stake by 79% in Q1 2026, buying an estimated $2.63M and bringing the position to 56,360 shares worth $5.5M. The position accounts for 0.04% of the portfolio, ranked #390.

Waverly Advisors first reported a position in CRWD in Q1 2024 and has held it in 9 quarters since. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Waverly Advisors held 56,360 shares of CrowdStrike worth $5.5M as of Q1 2026.
  • Waverly Advisors bought 24,792 CrowdStrike shares in Q1 2026, an estimated $2.63M.
  • CrowdStrike made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #390 holding.
  • Waverly Advisors first reported a position in CrowdStrike in Q1 2024 and has held it in 9 quarters since.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.