Position in CRWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,076,883
+$576,007 QoQ
Shares Held
31,852
-43.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#590
of 2,437 holders
Holding Since
Mar 2024
10 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, 2026Waverly Advisors, LLC holds $368,812,663 across 26 Software - Infrastructure names. CRWD ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
689,804 | $257,310,688 | |
| 2 | ORCL |
Oracle Corp
|
254,262 | $37,262,096 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,594 | $32,599,465 | |
| 4 | CPAY |
Corpay, Inc.
|
35,981 | $11,991,387 | |
| 5 | SNPS |
Synopsys Inc
|
14,639 | $6,530,018 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
31,852 | $6,076,883 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
48,242 | $5,628,394 | |
| 8 | FTNT |
Fortinet, Inc.
|
11,111 | $1,706,871 |
All Filings in CRWD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,076,883 | 7,963 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,500,876 | 14,090 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,699,453 | 7,892 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,810,482 | 3,692 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,797,864 | 3,530 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,069,375 | 3,033 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $726,747 | 2,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $299,261 | 1,067 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $626,898 | 1,636 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $423,499 | 1,321 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||