OSTERWEIS CAPITAL MANAGEMENT INC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in CRWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$218,258
+$106,601 QoQ
Shares Held
1,144
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,848
of 2,437 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $128,934,348 across 9 Software - Infrastructure names. CRWD ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
140,900 | $52,558,517 | |
| 2 | SNPS |
Synopsys Inc
|
67,599 | $30,153,885 | |
| 3 | TWLO |
Twilio Inc
|
80,590 | $16,628,134 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
91,535 | $14,373,741 | |
| 5 | CPAY |
Corpay, Inc.
|
40,873 | $13,621,744 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
9,042 | $1,054,930 | |
| 7 | ORCL |
Oracle Corp
|
1,845 | $270,384 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,144 | $218,258 |
All Filings in CRWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,258 | 286 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $111,657 | 286 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $134,065 | 286 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $140,248 | 286 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $145,662 | 286 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $9,394 | 57 | Shares | Sole | 2022-11-14 | |
| 2020-06-30 | $6,017,400 | 60,000 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $2,081,596 | 37,385 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||