CRWD
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 24.98 | EPS (TTM) | -0.65 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 16.0M | 0.1% | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 16.0M | 0.1% | n/a |
| State Street | 11.1M | 0.2% | −0% |
| BlackRock, Inc. | 8.6M | 0.1% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.0M | 0.1% | n/a |
| Geode Capital Management | 5.2M | 0.1% | +1% |
Top institutional owners for CRWD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 31 | Kurtz George | SELL | 160 | −$36K |
| AUG 27 | Kurtz George | SELL | 760 | −$145K |
| AUG 25 | Kurtz George | SELL | 8 | −$2K |
| AUG 14 | Kurtz George | SELL | 2K | −$407K |
| AUG 12 | Kurtz George | SELL | 504 | −$113K |
| AUG 10 | Kurtz George | SELL | 400 | −$86K |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CRWD yet.