CrowdStrike Jumps as Investors Appear to Revisit Split and Growth Story

CrowdStrike Holdings (CRWD) is up 7.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The catalyst is not fully clear, but this could be because investors are refocusing on CrowdStrike’s upcoming 4-for-1 stock split and the company’s strong June quarter update. The move also fits with continuing bullish sentiment around its AI-security positioning, raised full-year net new ARR outlook, and a string of recent product and industry milestones.

Details:

CrowdStrike said on June 3 that it would complete a 4-for-1 stock split through a stock dividend, with distribution after the close on July 1 and split-adjusted trading expected to begin on July 2.

In the same first-quarter fiscal 2027 update, the company posted record Q1 net new ARR of about $256 million, raised its full-year net new ARR growth outlook, and reported sharply higher operating cash flow and free cash flow.

Recent analyst commentary after that earnings release turned more constructive on CrowdStrike’s role in securing enterprise AI adoption, with several firms lifting price targets during June.

The company also announced fresh product momentum this month, including recognition in a 2026 SIEM market assessment and new AI and identity-security offerings, which may have helped keep growth expectations elevated.

Sources:

CrowdStrike Investor Relations, SEC, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CRWD Insider Trading Activity

$CRWD insiders have traded $CRWD stock on the open market 1039 times in the past 6 months. Of those trades, 0 have been purchases and 1039 have been sales.

Here’s a breakdown of recent trading of $CRWD stock by insiders over the last 6 months:

GEORGE KURTZ (PRESIDENT AND CEO) has made 0 purchases and 908 sales selling 202,682 shares for an estimated $108,997,913.
MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 3 sales selling 41,583 shares for an estimated $21,827,248.
SAMEER K GANDHI has made 0 purchases and 75 sales selling 32,183 shares for an estimated $20,546,676.
BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 32 sales selling 35,750 shares for an estimated $17,216,137.
GERHARD WATZINGER has made 0 purchases and 2 sales selling 10,000 shares for an estimated $6,963,100.
ANURAG SAHA (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 4 sales selling 7,513 shares for an estimated $4,018,782.
JOHANNA FLOWER has made 0 purchases and 15 sales selling 3,402 shares for an estimated $1,385,820.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$CRWD Hedge Fund Activity

We have seen 1,168 institutional investors add shares of $CRWD stock to their portfolio, and 1,007 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JENNISON ASSOCIATES LLC removed 1,678,711 shares (-30.5%) from their portfolio in Q1 2026, for an estimated $655,385,561
DAIWA SECURITIES GROUP INC. removed 1,443,434 shares (-94.9%) from their portfolio in Q1 2026, for an estimated $563,531,067
PATHSTONE HOLDINGS, LLC removed 1,045,919 shares (-86.6%) from their portfolio in Q1 2026, for an estimated $408,337,236
JANE STREET GROUP, LLC added 879,090 shares (+2016.7%) to their portfolio in Q1 2026, for an estimated $343,205,526
BANK OF MONTREAL /CAN/ removed 757,691 shares (-32.9%) from their portfolio in Q1 2026, for an estimated $295,810,143
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 754,600 shares (-86.5%) from their portfolio in Q1 2026, for an estimated $294,603,386
AGF MANAGEMENT LTD removed 606,914 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $236,945,294

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CRWD Congressional Stock Trading

Members of Congress have traded $CRWD stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $CRWD stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 05/15, 03/13 and 1 sale worth up to $15,000 on 04/14.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$CRWD Analyst Ratings

Wall Street analysts have issued reports on $CRWD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 06/04/2026
Citigroup issued a "Buy" rating on 06/04/2026
BTIG issued a "Buy" rating on 01/13/2026

To track analyst ratings and price targets for $CRWD, check out Quiver Quantitative's $CRWD forecast page.

$CRWD Price Targets

Multiple analysts have issued price targets for $CRWD recently. We have seen 38 analysts offer price targets for $CRWD in the last 6 months, with a median target of $725.0.

Here are some recent targets:

Catharine Trebnick from Rosenblatt set a target price of $825.0 on 06/23/2026
Saket Kalia from Barclays set a target price of $675.0 on 06/04/2026
Shrenik Kothari from Baird set a target price of $520.0 on 06/04/2026
Gregg Moskowitz from Mizuho set a target price of $700.0 on 06/04/2026
Shyam Patil from Susquehanna set a target price of $800.0 on 06/04/2026
Mike Cikos from Needham set a target price of $780.0 on 06/04/2026
Gray Powell from BTIG set a target price of $764.0 on 06/04/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.