Modera Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1542143
WESTWOOD, NJ
Position in CRWD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,351,997
+$1,055,446 QoQ
Shares Held
12,328
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#844
of 2,437 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modera Wealth Management, LLC holds $173,199,316 across 11 Software - Infrastructure names. CRWD ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
371,417 | $138,545,969 | |
| 2 | FTNT |
Fortinet, Inc.
|
92,578 | $14,221,832 | |
| 3 | ORCL |
Oracle Corp
|
96,055 | $14,076,860 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,906 | $2,439,103 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
12,328 | $2,351,997 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,661 | $417,841 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,124 | $383,306 | |
| 8 | NET |
Cloudflare, Inc.
|
1,236 | $303,166 |
All Filings in CRWD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,351,997 | 3,082 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,296,551 | 3,321 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,670,660 | 3,564 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,762,916 | 3,595 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,792,771 | 3,520 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,337,688 | 3,794 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,127,759 | 3,296 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,015,301 | 3,620 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,191,720 | 3,110 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,210,547 | 3,776 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $937,024 | 3,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $554,195 | 3,311 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $516,982 | 3,520 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $411,780 | 3,000 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $321,134 | 3,050 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||