Position in CRWD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,388,341
-$3,749,915 QoQ
Shares Held
71,040
-2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#737
of 2,437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. CRWD ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in CRWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,388,341 | 17,760 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,138,256 | 18,284 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,805,322 | 16,651 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,673,841 | 17,688 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $8,776,939 | 17,233 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,399,410 | 15,314 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,391,698 | 6,990 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,290,318 | 8,166 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,061,945 | 5,381 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,548,449 | 4,830 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,494,898 | 5,855 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,067,047 | 6,375 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $944,814 | 6,433 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $752,733 | 5,484 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $465 | 6,416 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $795,208 | 4,825 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $680,476 | 4,037 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $498,667 | 2,196 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $340,294 | 1,662 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $499,916 | 2,034 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $591,835 | 2,355 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $456,092 | 2,499 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $603,687 | 2,850 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $308,558 | 2,247 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $152,139 | 1,517 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $51,949 | 933 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||