Position in CRWD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,067,632
+$568,298 QoQ
Shares Held
5,596
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,107
of 2,429 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $488,559,815 across 11 Software - Infrastructure names. CRWD ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
887,243 | $330,959,383 | |
| 2 | PANW |
Palo Alto Networks Inc
|
322,392 | $109,942,119 | |
| 3 | ORCL |
Oracle Corp
|
121,788 | $17,848,031 | |
| 4 | SNPS |
Synopsys Inc
|
33,409 | $14,902,752 | |
| 5 | MDB |
MongoDB, Inc.
|
24,477 | $8,221,824 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
32,325 | $4,248,474 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
5,596 | $1,067,632 | |
| 8 | NTAP |
NetApp, Inc.
|
4,395 | $680,170 |
All Filings in CRWD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,632 | 1,399 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $499,334 | 1,279 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $593,918 | 1,267 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $628,176 | 1,281 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $649,879 | 1,276 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $435,788 | 1,236 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $422,909 | 1,236 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $342,734 | 1,222 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $410,779 | 1,072 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $324,437 | 1,012 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||