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Creative Planning

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CRWD

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$73,572,763
-$5,006,413 QoQ
Shares Held
188,450
+12.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 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 Dec 31, 2022
CallValue
$52,645
CallShares
500
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 Mar 31, 2026

Creative Planning holds $2,117,003,887 across 87 Software - Infrastructure names. CRWD ranks #4 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CRWD
CrowdStrike Holdings, Inc.
This page
188,450 $73,572,763

All Filings in CRWD

Export CSV
33 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $73,572,763 188,450
2025-12-31 $78,579,176 167,632
2025-09-30 $76,622,365 156,251
2025-06-30 $88,209,435 173,194
2025-03-31 $54,921,386 155,770
2024-12-31 $51,920,726 151,744
2024-09-30 $48,619,193 173,349
2024-06-30 $60,827,576 158,740
2024-03-31 $48,472,245 151,197
2023-12-31 $40,389,326 158,191
2023-09-30 $24,249,177 144,875
2023-06-30 $22,841,809 155,524
2023-03-31 $19,926,720 145,175
2022-12-31 $21,180,873 201,167
2022-12-31 $52,645 500
2022-09-30 $30,938,792 187,724
2022-09-30 $82,405 500
2022-06-30 $24,155,659 143,306
2022-03-31 $18,947,555 83,440
2021-12-31 $15,660,099 76,484
2021-09-30 $21,370,571 86,950
2021-06-30 $21,539,779 85,710
2021-03-31 $1,149,813 6,300
2021-03-31 $17,845,827 97,780
2020-12-31 $1,228,556 5,800
2020-12-31 $105,910 500
2020-12-31 $44,274,616 209,020
2020-09-30 $1,428,128 10,400
2020-09-30 $15,297,036 111,397
2020-09-30 $68,660 500
2020-06-30 $591,711 5,900
2020-06-30 $10,575,981 105,454
2020-03-31 $10,764,558 193,329