Position in CRWD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$21,345,569
-$4,118,763 QoQ
Shares Held
218,699
+0.6% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Mar 31, 2026CallValue
$58,561
CallShares
600
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 Mar 31, 2026Cetera Investment Advisers holds $1,682,920,183 across 71 Software - Infrastructure names. CRWD ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,878,640 | $1,065,586,168 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,666,699 | $243,804,729 | |
| 3 | ORCL |
Oracle Corp
|
787,215 | $115,807,198 | |
| 4 | PANW |
Palo Alto Networks Inc
|
431,878 | $69,238,680 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
218,699 | $21,345,569 | |
| 6 | FTNT |
Fortinet, Inc.
|
224,350 | $18,333,882 | |
| 7 | SNPS |
Synopsys Inc
|
46,216 | $18,323,719 | |
| 8 | NET |
Cloudflare, Inc.
|
79,056 | $16,312,415 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,345,569 | 218,699 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $58,561 | 600 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $25,464,332 | 217,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,402,527 | 190,893 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,554,253 | 169,282 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,489,186 | 164,379 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,565,275 | 158,584 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,954,597 | 156,232 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,595,036 | 152,353 | Shares | Sole | 2024-08-22 | |
| 2024-06-30 | $38,319 | 400 | Put | Sole | 2024-08-22 | |
| 2024-03-31 | $104,191 | 1,300 | Put | Sole | 2024-05-24 | |
| 2024-03-31 | $11,600,388 | 144,738 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,347,603 | 36,779 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,565,421 | 37,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,223,316 | 33,317 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,032,675 | 30,094 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $725,026 | 27,544 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $782,270 | 18,986 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $896,275 | 21,269 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,066,594 | 18,788 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $646,856 | 12,637 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $883,640 | 14,381 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $939,019 | 14,946 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $402,434 | 8,820 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $467,910 | 8,836 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||