B. Riley Wealth Advisors, Inc.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1464811
MEMPHIS, TN
Position in CRWD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,659,923
-$6,332,070 QoQ
Shares Held
97,700
-13.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#664
of 2,437 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)
Derivatives in CRWD
reported options exposure · as of Jun 30, 2026CallValue
$95,392
CallShares
2,000
PutValue
$0
PutShares
0
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, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. CRWD ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in CRWD
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,392 | 500 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $4,659,923 | 24,425 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $190,030 | 50,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $10,991,993 | 28,155 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,426,692 | 28,643 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $441,342 | 90,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $14,498,084 | 29,565 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,843,839 | 29,145 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $12,319,850 | 34,942 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 | $7,901,158 | 23,092 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,964,848 | 10,571 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $6,523,426 | 17,024 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,334,938 | 16,641 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,951,842 | 15,478 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,785,370 | 16,641 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,930,643 | 19,954 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,194,375 | 15,987 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,674,216 | 15,901 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,379,361 | 14,437 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,456,021 | 8,638 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,098,506 | 13,645 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,063,061 | 10,076 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $6,519,560 | 26,526 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $9,892,818 | 39,365 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,592,188 | 14,203 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,848,975 | 8,729 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $936,385 | 6,819 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $443,482 | 4,422 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $256,851 | 4,613 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||