What smart money is saying about CrowdStrike
5 funds in our archive have pitched CrowdStrike — most recently Jacob Funds Management Commentary in April 2026.
CrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company's offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities. CrowdStrike primarily generates revenue through subscription sales of its flagship Falcon platform and its array of cloud modules. These offerings are distributed globally via a direct sales force, augmented by an extensive network of channel partners. Established in 2011, the company is headquartered in Austin, Texas.
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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in CrowdStrike — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- HoldsClearBridge Investments Growth StrategyJune 2026
“Information security provider CrowdStrike rebounded sharply, data warehouse platform Snowflake delivered strong relative performance and long-time holding Broadcom continued to contribute, underscoring the ongoing importance of cloud, cybersecurity and AI infrastructure exposure within the portfolio.”
Read the letterCrowdStrike - HoldsArtisan Partners Developing World FundJune 2026
“Top contributors to performance for the quarter included US-based memory supplier Micron, US cybersecurity leader CrowdStrike, British semiconductor design company ARM, US data center software provider Snowflake, and Indian online travel company MakeMyTrip.”
Read the letterCrowdStrike - New positionJacob Funds Management CommentaryApril 2026
“The Jacob Internet Fund added four new positions in the quarter, Circle Internet Group, CrowdStrike, Reddit and Robinhood.”
Read the letterCrowdStrike
Also mentioned · 1
These funds discuss CrowdStrike — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedEmerald Wealth Partners AGMay 2026
“We met with Michael Sentonas, President CrowdStrike, early July 1.”
Read the letterCrowdStrike
Fund coverage · 5 theses
- Jacob Funds Management CommentaryApril 2026
CrowdStrike is a cloud-native cybersecurity leader positioned to secure autonomous AI agents and enterprise adoption of agentic AI.
Read the full thesis - Titan WealthSeptember 2025
CrowdStrike is a leading cybersecurity company that offers cloud-native endpoint protection and has established itself as a critical player in a structurally expanding market essential for modern economies.
Read the full thesis - Baron Fifth Avenue Growth FundSeptember 2025
CrowdStrike Holdings, Inc. is a leading cybersecurity platform experiencing reacceleration in revenue growth through strong product adoption and customer trust, making it a core long-term investment with robust margins and cash flow generation.
Read the full thesis - Aristotle Large Cap GrowthMarch 2025
CrowdStrike is a leading cybersecurity company poised for growth due to its innovative cloud-native architecture, diverse product offerings, and strong position in the expanding cloud cybersecurity market.
Read the full thesis - Aristotle Core EquityDecember 2024
CrowdStrike Holdings is well-positioned for substantial growth in the cloud cybersecurity market due to its innovative products, early-mover advantage, and strong customer retention in the face of increasing cyber threats.
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