CrowdStrike Holdings (CRWD) is down 3.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a mix of insider selling and normal profit-taking after a strong run into August. A recent SEC Form 4 shows CEO George Kurtz sold shares on August 10 and August 11 under a pre-arranged Rule 10b5-1 trading plan, which can still pressure sentiment even when sales are scheduled in advance. With no new negative operating update visible and the broader Nasdaq softer on August 14, this also looks consistent with a pre-earnings pullback.
Details:
Sources:
SEC, CrowdStrike Holdings Investor Relations, AP
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 1387 times in the past 6 months. Of those trades, 0 have been purchases and 1387 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 1246 sales selling 484,554 shares for an estimated $163,510,156.
- SAMEER K GANDHI has made 0 purchases and 104 sales selling 57,183 shares for an estimated $28,619,901.
- MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 3 sales selling 41,583 shares for an estimated $21,827,248.
- BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 26 sales selling 33,871 shares for an estimated $14,710,383.
- 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.
- DENIS OLEARY sold 14,500 shares for an estimated $2,724,115
- JOHANNA FLOWER sold 402 shares for an estimated $0
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 1,373 institutional investors add shares of $CRWD stock to their portfolio, and 1,023 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 32,697,852 shares (+inf%) to their portfolio in Q2 2026, for an estimated $6,238,259,693
- FMR LLC added 17,627,660 shares (+128.1%) to their portfolio in Q2 2026, for an estimated $3,363,093,113
- NORGES BANK added 14,679,044 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,800,541,409
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 7,972,808 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,521,092,174
- RENAISSANCE TECHNOLOGIES LLC added 2,995,840 shares (+inf%) to their portfolio in Q2 2026, for an estimated $571,561,334
- FIRST TRUST ADVISORS LP removed 2,736,048 shares (-26.5%) from their portfolio in Q2 2026, for an estimated $521,996,917
- AMUNDI removed 2,206,120 shares (-30.1%) from their portfolio in Q2 2026, for an estimated $420,894,604
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 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CRWD stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 07/15.
- 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.
- SENATOR ALAN ARMSTRONG sold up to $50,000 on 03/27.
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:
- Stifel issued a "Buy" rating on 07/07/2026
- UBS issued a "Buy" rating on 06/04/2026
- Citigroup issued a "Buy" rating on 06/04/2026
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 36 analysts offer price targets for $CRWD in the last 6 months, with a median target of $705.0.
Here are some recent targets:
- Mike Cikos from Needham set a target price of $235.0 on 07/09/2026
- Yi Fu Lee from Benchmark set a target price of $230.0 on 07/08/2026
- Roger Boyd from UBS set a target price of $235.0 on 07/07/2026
- Adam Borg from Stifel set a target price of $220.0 on 07/07/2026
- Keith Weiss from Morgan Stanley set a target price of $172.0 on 07/07/2026
- Saket Kalia from Barclays set a target price of $169.0 on 07/06/2026
- Catharine Trebnick from Rosenblatt set a target price of $825.0 on 06/23/2026
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.
