Steward Partners Investment Advisory, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1723397
STAMFORD, CT
Position in CRWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,035,174
-$3,481,640 QoQ
Shares Held
319,916
-51.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#178
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. CRWD ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in CRWD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,035,174 | 79,979 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $64,516,814 | 165,254 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $56,264,794 | 120,029 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,877,849 | 122,105 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,866,430 | 40,970 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,370,974 | 35,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,588,483 | 30,946 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,604,507 | 23,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,564,176 | 11,911 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,825,921 | 11,934 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,687,243 | 10,525 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,568,517 | 9,371 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,345,035 | 9,158 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,293,263 | 9,422 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $829,474 | 7,878 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,208,948 | 13,403 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,042,778 | 12,119 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,422,943 | 10,670 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,290,538 | 11,187 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,050,700 | 16,481 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,439,177 | 13,685 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,807,031 | 9,901 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,883,715 | 8,893 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $534,449 | 3,892 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $25,072 | 250 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $16,704 | 300 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||