Position in CRWD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$465,515
+$249,228 QoQ
Shares Held
2,440
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,481
of 2,437 holders
Holding Since
Mar 2023
11 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
$39,041
CallShares
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, 2026WealthPLAN Partners, LLC holds $8,130,574 across 5 Software - Infrastructure names. CRWD ranks #4 (5.7% of the industry book) .
All Filings in CRWD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,515 | 610 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $216,287 | 554 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $39,041 | 100 | Call | Sole | 2026-04-29 | |
| 2025-12-31 | $920,175 | 1,963 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $914,068 | 1,864 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $756,325 | 1,485 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $507,010 | 1,438 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $471,496 | 1,378 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $352,831 | 1,258 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $249,839 | 652 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $39,067 | 266 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $38,021 | 277 | Shares | Other | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||