Independent Advisor Alliance
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1696899
CHARLOTTE, NC
Position in CRWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,685,295
+$3,573,658 QoQ
Shares Held
45,524
-13.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#493
of 2,440 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. CRWD ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in CRWD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,685,295 | 11,381 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,111,637 | 13,093 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,607,505 | 16,229 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,252,604 | 16,829 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,800,876 | 17,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,684,294 | 16,122 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,553,940 | 16,232 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,603,135 | 30,674 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,998,959 | 26,094 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,877,537 | 24,572 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,199,326 | 8,614 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,454,866 | 8,692 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,300,827 | 8,857 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,240,418 | 9,037 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,356,551 | 8,231 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,150,927 | 6,828 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,436,735 | 6,327 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,447,582 | 7,070 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,656,557 | 6,740 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,497,304 | 5,958 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,038,664 | 5,691 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,149,970 | 5,429 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $672,593 | 4,898 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $231,569 | 2,309 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||