Position in CRWD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,457,302
-$263,047 QoQ
Shares Held
14,931
+1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026IMA Advisory Services, Inc. holds $12,808,646 across 20 Software - Infrastructure names. CRWD ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,278 | $8,246,647 | |
| 2 | ORCL |
Oracle Corp
|
11,361 | $1,671,316 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
14,931 | $1,457,302 | |
| 4 | FOUR |
Shift4 Payments, Inc.
|
20,973 | $917,149 | |
| 5 | NET |
Cloudflare, Inc.
|
2,124 | $438,266 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
274 | $39,140 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
79 | $11,556 | |
| 8 | CRWV |
CoreWeave, Inc.
|
85 | $6,584 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,457,302 | 14,931 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,720,349 | 14,680 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,805,701 | 14,729 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,888,266 | 14,830 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,307,631 | 14,835 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,315,861 | 15,383 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,099,021 | 15,674 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,414,929 | 14,770 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,183,377 | 14,765 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,395,132 | 21,857 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $961,556 | 22,979 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $863,705 | 23,523 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $949,598 | 27,673 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $537,242 | 20,410 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $743,622 | 18,048 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $780,854 | 18,530 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,072,555 | 18,893 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $1,020,985 | 19,946 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,251,757 | 20,372 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,270,120 | 20,216 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $992,854 | 21,760 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,585,102 | 29,933 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,145,523 | 33,368 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $800,765 | 31,938 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $532,676 | 38,267 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||