Position in CRWD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,600,458
+$6,116,400 QoQ
Shares Held
60,804
+8.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#421
of 2,437 holders
Holding Since
Mar 2020
26 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 Jun 30, 2025CallValue
$105
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, 2026AE Wealth Management LLC holds $694,510,793 across 25 Software - Infrastructure names. CRWD ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,366,663 | $509,792,590 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
609,653 | $71,128,177 | |
| 3 | ORCL |
Oracle Corp
|
427,803 | $62,694,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,280 | $12,031,156 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
60,804 | $11,600,458 | |
| 6 | VRSN |
Verisign Inc/Ca
|
34,438 | $8,663,195 | |
| 7 | OKTA |
Okta, Inc.
|
36,782 | $5,018,877 | |
| 8 | SNPS |
Synopsys Inc
|
6,473 | $2,887,391 |
All Filings in CRWD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,600,458 | 15,201 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,484,058 | 14,047 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,378,257 | 15,740 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $9,519,234 | 19,412 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $7,171,064 | 14,080 | Shares | Other | 2025-08-06 | |
| 2025-06-30 | $105 | 100 | Call | Sole | 2025-08-06 | |
| 2025-03-31 | $3,999,303 | 11,343 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,570,087 | 10,434 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,154,842 | 7,683 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,663,550 | 6,951 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,182,334 | 3,688 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,806,350 | 61,908 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,443,269 | 26,546 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,018,803 | 27,363 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,525,858 | 18,402 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $846,742 | 8,042 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,340,796 | 14,203 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,189,155 | 18,920 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,317,244 | 19,012 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,200,855 | 20,517 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,543,901 | 14,419 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,604,250 | 18,321 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,073,805 | 22,321 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,453,722 | 11,584 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,834,045 | 13,356 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $702,932 | 7,009 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $399,336 | 7,172 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||