Position in CRWD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,464,175
+$4,634,964 QoQ
Shares Held
54,848
-8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#443
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026IMA Advisory Services, Inc. holds $22,633,474 across 21 Software - Infrastructure names. CRWD ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
54,848 | $10,464,175 | |
| 2 | MSFT |
Microsoft Corp
|
25,488 | $9,507,533 | |
| 3 | ORCL |
Oracle Corp
|
12,988 | $1,903,391 | |
| 4 | NET |
Cloudflare, Inc.
|
1,751 | $429,485 | |
| 5 | NTAP |
NetApp, Inc.
|
604 | $93,475 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
774 | $90,302 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
324 | $42,583 | |
| 8 | MDB |
MongoDB, Inc.
|
58 | $19,482 |
All Filings in CRWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,464,175 | 13,712 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,829,211 | 14,931 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,881,396 | 14,680 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,222,807 | 14,729 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,553,067 | 14,830 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,230,524 | 14,835 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,263,447 | 15,383 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,396,086 | 15,674 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,659,716 | 14,770 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,733,511 | 14,765 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,580,529 | 21,857 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,846,225 | 22,979 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,454,823 | 23,523 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,798,395 | 27,673 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,148,968 | 20,410 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,974,490 | 18,048 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,123,416 | 18,530 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $4,290,222 | 18,893 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $4,083,943 | 19,946 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,007,030 | 20,372 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $5,080,482 | 20,216 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,971,417 | 21,760 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,340,408 | 29,933 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,582,093 | 33,368 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,203,062 | 31,938 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,130,706 | 38,267 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||