UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1463217
IRVING, TX
Position in CRWD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,019,962
-$1,252,245 QoQ
Shares Held
17,981
+1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$546,574
PutShares
1,400
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 Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $384,628,881 across 32 Software - Infrastructure names. CRWD ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
774,509 | $286,699,996 | |
| 2 | ORCL |
Oracle Corp
|
215,402 | $31,687,788 | |
| 3 | PANW |
Palo Alto Networks Inc
|
101,351 | $16,248,592 | |
| 4 | FFIV |
F5, Inc.
|
48,707 | $14,092,396 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
75,283 | $11,012,397 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
17,981 | $7,019,962 | |
| 7 | SNPS |
Synopsys Inc
|
5,838 | $2,314,650 | |
| 8 | NET |
Cloudflare, Inc.
|
9,154 | $1,888,836 |
All Filings in CRWD
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,019,962 | 17,981 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $546,574 | 1,400 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $8,272,207 | 17,647 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $656,264 | 1,400 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $7,407,189 | 15,105 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $686,532 | 1,400 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $7,100,800 | 13,942 | Shares | Defined | 2025-08-11 | |
| 2025-06-30 | $916,758 | 1,800 | Put | Defined | 2025-08-11 | |
| 2025-03-31 | $740,418 | 2,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $4,809,191 | 13,640 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,345,432 | 12,700 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $786,968 | 2,300 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $3,168,189 | 11,296 | Shares | Defined | 2024-11-12 | |
| 2024-09-30 | $2,800 | 785,316 | Put | Defined | 2024-11-12 | |
| 2024-06-30 | $4,224,669 | 11,025 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,072,932 | 2,800 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $929,711 | 2,900 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $3,734,232 | 11,648 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,314,308 | 12,981 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,846,703 | 11,033 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,679,164 | 11,433 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,567,097 | 11,417 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,702,855 | 16,173 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,818,812 | 23,171 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,959,642 | 23,491 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,290,509 | 23,298 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,010,642 | 24,472 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,997,277 | 24,401 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,501,138 | 25,869 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,537,928 | 24,864 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,840,510 | 22,852 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,363,724 | 9,931 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $872,523 | 8,700 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||