Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,436,222
+$10,030,145 QoQ
Shares Held
91,392
+20.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#358
of 2,437 holders
Holding Since
Jun 2020
25 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, 2026Sigma Planning Corp holds $94,220,339 across 16 Software - Infrastructure names. CRWD ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
134,286 | $50,091,363 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
91,392 | $17,436,222 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
78,226 | $9,126,627 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,030 | $5,807,570 | |
| 5 | ORCL |
Oracle Corp
|
28,227 | $4,136,666 | |
| 6 | CRWV |
CoreWeave, Inc.
|
14,141 | $1,407,595 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,927 | $1,217,745 | |
| 8 | NET |
Cloudflare, Inc.
|
3,978 | $975,723 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,436,222 | 22,848 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,406,077 | 18,970 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,043,786 | 19,293 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,613,524 | 17,565 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,375,093 | 16,444 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,060,497 | 17,189 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,886,386 | 14,281 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,994,858 | 10,678 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,303,218 | 19,059 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,868,238 | 12,066 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,766,814 | 6,920 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,351,760 | 8,076 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,228,567 | 8,365 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,540,468 | 11,223 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $911,916 | 8,661 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,018,922 | 12,250 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,458,381 | 8,652 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,111,450 | 13,702 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,713,756 | 13,254 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,112,882 | 16,734 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,113,693 | 16,369 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,123,503 | 11,635 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,873,336 | 8,844 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,243,432 | 9,055 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $500,547 | 4,991 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||