Position in CRWD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,152,148
+$5,884,487 QoQ
Shares Held
9,372
+188.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#532
of 2,385 holders
Holding Since
Sep 2020
18 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, 2026Wealthspire Advisors, LLC holds $171,742,260 across 20 Software - Infrastructure names. CRWD ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
342,187 | $127,642,594 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,801 | $8,798,657 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
74,010 | $8,634,746 | |
| 4 | ORCL |
Oracle Corp
|
54,935 | $8,050,724 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
9,372 | $7,152,148 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
116,825 | $5,682,368 | |
| 7 | TWLO |
Twilio Inc
|
4,745 | $979,035 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,474 | $644,421 |
All Filings in CRWD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,152,148 | 9,372 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,267,661 | 3,247 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,684,254 | 3,593 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,356,391 | 2,766 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,226,927 | 2,409 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $822,921 | 2,334 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $655,578 | 1,916 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $414,254 | 1,477 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $487,417 | 1,272 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $371,243 | 1,158 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $254,298 | 996 | Shares | Sole | 2024-02-07 | |
| 2022-03-31 | $427,364 | 1,882 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $381,449 | 1,863 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $526,952 | 2,144 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $458,138 | 1,823 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $713,614 | 3,910 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $497,777 | 2,350 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $347,419 | 2,530 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||