Position in CRWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,147,072
+$31,099,609 QoQ
Shares Held
283,812
+20.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Dec 31, 2024CallValue
$15,901
CallShares
1,600
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, 2026Focus Partners Wealth holds $2,578,695,580 across 55 Software - Infrastructure names. CRWD ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,084,517 | $1,896,626,531 | |
| 2 | PANW |
Palo Alto Networks Inc
|
650,687 | $221,897,280 | |
| 3 | ORCL |
Oracle Corp
|
711,051 | $104,204,524 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
722,270 | $84,267,240 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
283,812 | $54,147,072 | |
| 6 | OKTA |
Okta, Inc.
|
228,582 | $31,190,013 | |
| 7 | AKAM |
Akamai Technologies Inc
|
185,380 | $21,913,769 | |
| 8 | SNPS |
Synopsys Inc
|
41,678 | $18,591,305 |
All Filings in CRWD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,147,072 | 70,953 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,047,463 | 59,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,354,866 | 111,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,434,111 | 102,847 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,594,744 | 42,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,778,909 | 36,244 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $15,901 | 400 | Call | Sole | 2025-05-29 | |
| 2024-12-31 | $12,313,996 | 35,989 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $9,082,740 | 32,384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,560,595 | 17,121 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,099,223 | 6,548 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $694,725 | 2,721 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||