Position in CRWD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$840,026
-$782,517 QoQ
Shares Held
17,612
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,191
of 2,429 holders
Holding Since
Mar 2022
10 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, 2026Cooper Financial Group holds $31,400,421 across 8 Software - Infrastructure names. CRWD ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
59,344 | $22,136,498 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,035 | $2,399,075 | |
| 3 | ORCL |
Oracle Corp
|
15,852 | $2,323,110 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,734 | $1,369,005 | |
| 5 | FTNT |
Fortinet, Inc.
|
8,363 | $1,284,724 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
17,612 | $840,026 | |
| 7 | SNPS |
Synopsys Inc
|
1,698 | $757,426 | |
| 8 | CRWV |
CoreWeave, Inc.
|
2,919 | $290,557 |
All Filings in CRWD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,026 | 4,403 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,622,543 | 4,156 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,078,950 | 4,435 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,228,286 | 4,544 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,991,402 | 3,910 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,169,155 | 3,316 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $806,128 | 2,356 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $563,183 | 2,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $288,925 | 754 | Shares | Sole | 2024-07-15 | |
| 2022-03-31 | $437,356 | 1,926 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||