Plante Moran Financial Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in CRWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$341,886
+$248,188 QoQ
Shares Held
1,792
+86.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,627
of 2,437 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. CRWD ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,690 | $5,106,643 | |
| 2 | ORCL |
Oracle Corp
|
4,318 | $632,802 | |
| 3 | FTNT |
Fortinet, Inc.
|
2,430 | $373,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,792 | $341,886 | |
| 5 | PANW |
Palo Alto Networks Inc
|
671 | $228,824 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
397 | $46,317 | |
| 7 | WEX |
WEX Inc.
|
251 | $35,413 | |
| 8 | SNPS |
Synopsys Inc
|
45 | $20,073 |
All Filings in CRWD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,886 | 448 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $93,698 | 240 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $57,657 | 123 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $56,884 | 116 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $58,570 | 115 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $58,175 | 165 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $39,348 | 115 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $32,254 | 115 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $54,029 | 141 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $45,203 | 141 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $38,298 | 150 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $19,248 | 115 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $18,065 | 123 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $15,784 | 115 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,896 | 75 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $177,170 | 1,075 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $181,202 | 1,075 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $249,788 | 1,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $365,274 | 1,784 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $387,103 | 1,575 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $395,813 | 1,575 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $300,228 | 1,645 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $454,353 | 2,145 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,299 | 75 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||