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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1463217 IRVING, TX
Back to CRWD Full portfolio

Position in CRWD

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$14,153,194
+$7,133,232 QoQ
Shares Held
74,184
+3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
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)

Derivatives in CRWD

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$1,068,396
PutShares
5,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. CRWD ranks #5 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 779,208 $290,660,168
2 ORCL
Oracle Corp
 222,959 $32,674,641
3 PANW
Palo Alto Networks Inc
 95,488 $32,563,317
4 FFIV
F5, Inc.
 47,670 $19,828,813
5 CRWD
CrowdStrike Holdings, Inc.
This page 		74,184 $14,153,194
6 PLTR
Palantir Technologies Inc.
 70,548 $8,230,835
7 FTNT
Fortinet, Inc.
 21,470 $3,298,221
8 NET
Cloudflare, Inc.
 13,130 $3,220,526

All Filings in CRWD

Export CSV
35 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,153,194 18,546
2026-06-30 $1,068,396 1,400
2026-03-31 $7,019,962 17,981
2026-03-31 $546,574 1,400
2025-12-31 $8,272,207 17,647
2025-12-31 $656,264 1,400
2025-09-30 $7,407,189 15,105
2025-09-30 $686,532 1,400
2025-06-30 $7,100,800 13,942
2025-06-30 $916,758 1,800
2025-03-31 $740,418 2,100
2025-03-31 $4,809,191 13,640
2024-12-31 $4,345,432 12,700
2024-12-31 $786,968 2,300
2024-09-30 $3,168,189 11,296
2024-09-30 $2,800 785,316
2024-06-30 $4,224,669 11,025
2024-06-30 $1,072,932 2,800
2024-03-31 $929,711 2,900
2024-03-31 $3,734,232 11,648
2023-12-31 $3,314,308 12,981
2023-09-30 $1,846,703 11,033
2023-06-30 $1,679,164 11,433
2023-03-31 $1,567,097 11,417
2022-12-31 $1,702,855 16,173
2022-09-30 $3,818,812 23,171
2022-06-30 $3,959,642 23,491
2022-03-31 $5,290,509 23,298
2021-12-31 $5,010,642 24,472
2021-09-30 $5,997,277 24,401
2021-06-30 $6,501,138 25,869
2021-03-31 $4,537,928 24,864
2020-12-31 $4,840,510 22,852
2020-09-30 $1,363,724 9,931
2020-06-30 $872,523 8,700