Teamwork Financial Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1629931
San Antonio, TX
Position in CRWD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$658,017
-$11,068,337 QoQ
Shares Held
13,796
-88.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,335
of 2,437 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Mar 31, 2026CallValue
$429,451
CallShares
4,400
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, 2026Teamwork Financial Advisors, LLC holds $50,872,318 across 9 Software - Infrastructure names. CRWD ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,278 | $23,230,939 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
106,001 | $12,367,136 | |
| 3 | ORCL |
Oracle Corp
|
70,863 | $10,384,972 | |
| 4 | PATH |
UiPath, Inc.
|
165,047 | $1,794,060 | |
| 5 | CRWV |
CoreWeave, Inc.
|
11,085 | $1,103,400 | |
| 6 | PANW |
Palo Alto Networks Inc
|
2,194 | $748,197 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
13,796 | $658,017 | |
| 8 | NET |
Cloudflare, Inc.
|
1,355 | $332,354 |
All Filings in CRWD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,017 | 3,449 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,726,354 | 30,036 | Shares | Sole | 2026-04-09 | |
| 2026-03-31 | $429,451 | 1,100 | Call | Sole | 2026-04-09 | |
| 2025-12-31 | $15,056,102 | 32,119 | Shares | Sole | 2026-01-09 | |
| 2025-12-31 | $656,264 | 1,400 | Call | Sole | 2026-01-09 | |
| 2025-09-30 | $833,646 | 1,700 | Call | Sole | 2025-10-08 | |
| 2025-09-30 | $16,917,129 | 34,498 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,599,863 | 10,995 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $35,258 | 100 | Call | Sole | 2025-04-10 | |
| 2025-03-31 | $4,329,329 | 12,279 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,878,784 | 20,104 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,827,202 | 56,431 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $15,297,711 | 39,922 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $10,740,406 | 33,502 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,194,642 | 4,679 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $819,492 | 4,896 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $736,553 | 5,015 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $526,529 | 3,836 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $331,979 | 3,153 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $696,651 | 4,227 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $358,021 | 2,124 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $755,722 | 3,328 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $997,951 | 4,874 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,194,245 | 4,859 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,128,884 | 4,492 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $732,412 | 4,013 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $571,702 | 2,699 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,027,153 | 7,480 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||