Opes Wealth Management LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1766918 MENLO PARK, CA

Position in CRWD

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$232,684

-$37,790 QoQ

Shares Held

2,384

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Opes Wealth Management LLC holds $5,280,024 across 5 Software - Infrastructure names. CRWD ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	10,452	$3,869,016
2	AKAM	Akamai Technologies Inc	4,434	$509,244
3	PLTR	Palantir Technologies Inc.	2,921	$427,283
4	OKTA	Okta, Inc.	3,072	$241,797
5	CRWD	CrowdStrike Holdings, Inc. This page	2,384	$232,684

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$232,684	596	+3.3%	Shares	Sole	2026-04-29
2025-12-31	$270,474	577	+0.9%	Shares	Sole	2026-02-02
2025-09-30	$280,497	572	+1.2%	Shares	Sole	2025-11-24
2025-06-30	$287,760	565	-2.6%	Shares	Sole	2025-07-31
2024-06-30	$222,250	580	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.