Position in CRWD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,372,122
+$4,686,422 QoQ
Shares Held
49,124
+2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#476
of 2,437 holders
Holding Since
Mar 2020
23 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, 2026Allworth Financial LP holds $248,501,777 across 100 Software - Infrastructure names. CRWD ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
407,549 | $152,023,927 | |
| 2 | ORCL |
Oracle Corp
|
330,446 | $48,426,861 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
99,490 | $11,607,498 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
49,124 | $9,372,122 | |
| 5 | PANW |
Palo Alto Networks Inc
|
23,837 | $8,128,893 | |
| 6 | SNPS |
Synopsys Inc
|
9,608 | $4,285,840 | |
| 7 | NET |
Cloudflare, Inc.
|
5,433 | $1,332,606 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,740 | $1,168,599 |
All Filings in CRWD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,372,122 | 12,281 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,685,700 | 12,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,577,306 | 11,898 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,682,523 | 11,588 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,733,527 | 9,294 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,754,438 | 4,976 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,680,005 | 4,910 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,034,373 | 3,688 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,241,152 | 3,239 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $939,969 | 2,932 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $232,595 | 911 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $130,389 | 779 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $87,387 | 595 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $69,590 | 507 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $46,011 | 437 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $48,124 | 292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $77,031 | 457 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $74,709 | 329 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $12,694 | 62 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $19,662 | 80 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,513 | 10 | Shares | Sole | 2021-08-02 | |
| 2020-06-30 | $36,004 | 359 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $19,989 | 359 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||