Position in CRWD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,368,593
+$8,366,294 QoQ
Shares Held
175,456
+730966.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#502
of 2,429 holders
Holding Since
Jun 2020
17 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, 2026Gradient Investments LLC holds $215,275,666 across 11 Software - Infrastructure names. CRWD ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
304,934 | $113,746,480 | |
| 2 | PANW |
Palo Alto Networks Inc
|
175,216 | $59,752,160 | |
| 3 | SNPS |
Synopsys Inc
|
42,230 | $18,837,536 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
175,456 | $8,368,593 | |
| 5 | OKTA |
Okta, Inc.
|
23,481 | $3,203,982 | |
| 6 | FTNT |
Fortinet, Inc.
|
19,628 | $3,015,253 | |
| 7 | MDB |
MongoDB, Inc.
|
6,769 | $2,273,707 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,717 | $2,197,115 |
All Filings in CRWD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,368,593 | 43,864 | Shares | Sole | 2026-07-08 | |
| 2024-06-30 | $2,299 | 6 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $2,808 | 11 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $35,317 | 211 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,615 | 11 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,509 | 11 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,158 | 11 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,922 | 42 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,079 | 42 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $9,991 | 44 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $10,851 | 53 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $210,141 | 855 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $214,870 | 855 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $155,133 | 850 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $180,047 | 850 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $116,722 | 850 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $80,232 | 800 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||