Position in CRWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,074,304
+$8,561,875 QoQ
Shares Held
79,012
+18.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#376
of 2,437 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. CRWD ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in CRWD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,074,304 | 19,753 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,512,429 | 16,681 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,145,308 | 15,243 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $7,561,725 | 14,847 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,975,608 | 14,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,844,985 | 14,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,630,964 | 12,946 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,583,587 | 17,181 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,616,735 | 5,043 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $823,407 | 3,225 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $370,244 | 2,212 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $439,435 | 42,814 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,834,968 | 20,654 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $294,601 | 2,798 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $419,208 | 2,487 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $544,764 | 2,399 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $450,245 | 2,199 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $706,125 | 2,873 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $686,830 | 2,733 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $491,499 | 2,693 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $211,820 | 1,000 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||