CrowdStrike Holdings, Inc. (CRWD) is up 8.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to bullish positioning ahead of CrowdStrike’s upcoming earnings report, alongside a steady stream of AI- and security-related announcements that can reinforce the company’s growth narrative. This could also reflect momentum buying after recent high-visibility cybersecurity actions and partnerships.
Details:
Sources:
CrowdStrike Investor Relations, CrowdStrike Press Release, TechCrunch
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 528 times in the past 6 months. Of those trades, 0 have been purchases and 528 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 435 sales selling 153,987 shares for an estimated $71,771,651.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 3 sales selling 40,828 shares for an estimated $18,959,757.
- SAMEER K GANDHI has made 0 purchases and 49 sales selling 29,656 shares for an estimated $18,025,720.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 19 sales selling 37,868 shares for an estimated $16,487,116.
- DENIS OLEARY has made 0 purchases and 4 sales selling 7,750 shares for an estimated $3,994,628.
- ANURAG SAHA (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 4 sales selling 6,661 shares for an estimated $2,954,138.
- JOHANNA FLOWER has made 0 purchases and 14 sales selling 3,000 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.
$CRWD Hedge Fund Activity
We have seen 1,167 institutional investors add shares of $CRWD stock to their portfolio, and 1,005 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 2 times in the past 6 months. Of those trades, 1 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 2 times. They made 1 purchase worth up to $15,000 on 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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 01/13/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- Freedom Capital Markets issued a "Buy" rating on 12/11/2025
- Goldman Sachs issued a "Buy" rating on 12/04/2025
- BMO Capital issued a "Outperform" rating on 12/03/2025
- Rosenblatt issued a "Buy" rating on 12/03/2025
- JP Morgan issued a "Overweight" rating on 12/03/2025
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 39 analysts offer price targets for $CRWD in the last 6 months, with a median target of $550.0.
Here are some recent targets:
- Daniel Ives from Wedbush set a target price of $700.0 on 05/27/2026
- Yi Fu Lee from Benchmark set a target price of $700.0 on 05/27/2026
- Gray Powell from BTIG set a target price of $764.0 on 05/26/2026
- Michael Turrin from Wells Fargo set a target price of $700.0 on 05/21/2026
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $700.0 on 05/20/2026
- Keith Weiss from Morgan Stanley set a target price of $610.0 on 05/20/2026
- Adam Borg from Stifel set a target price of $660.0 on 05/20/2026
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.
