Regal Investment Advisors LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1559789
KENTWOOD, MI
Position in CRWD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$333,995
-$143,788 QoQ
Shares Held
3,422
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Regal Investment Advisors LLC holds $30,482,355 across 9 Software - Infrastructure names. CRWD ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,289 | $22,317,179 | |
| 2 | CPAY |
Corpay, Inc.
|
13,776 | $4,008,678 | |
| 3 | ORCL |
Oracle Corp
|
9,553 | $1,405,341 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,984 | $1,119,674 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
51,530 | $820,357 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,311 | $338,053 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
3,422 | $333,995 | |
| 8 | AIOT |
Powerfleet, Inc.
|
26,465 | $81,512 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,995 | 3,422 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $477,783 | 4,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $437,541 | 3,569 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $427,947 | 3,361 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $286,735 | 3,253 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $252,343 | 2,950 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $211,264 | 3,013 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $302,336 | 3,156 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $243,167 | 3,034 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $139,532 | 2,186 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $60,131 | 1,437 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,082 | 1,364 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $75,606 | 1,835 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $77,158 | 1,831 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $83,678 | 1,474 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $77,907 | 1,522 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $94,010 | 1,530 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $193,948 | 3,087 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $59,945 | 1,132 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||