Robertson Stephens Wealth Management, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1767307 San Francisco, CA

Position in CRWD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$789,849

+$383,433 QoQ

Shares Held

4,140

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,236

of 2,437 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $73,611,884 across 13 Software - Infrastructure names. CRWD ranks #8 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	156,449	$58,358,605
2	ORCL	Oracle Corp	40,483	$5,932,783
3	PANW	Palo Alto Networks Inc	5,921	$2,019,179
4	TWLO	Twilio Inc	6,100	$1,258,613
5	CHKP	Check Point Software Technologies Ltd	8,121	$1,067,343
6	OKTA	Okta, Inc.	7,329	$1,000,042
7	RDWR	Radware Ltd	29,100	$898,026
8	CRWD	CrowdStrike Holdings, Inc. This page	4,140	$789,849

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$789,849	1,035	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$406,416	1,041	0.0%	Shares	Sole	2026-04-28
2025-12-31	$487,979	1,041	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$514,408	1,049	-10.4%	Shares	Sole	2025-11-12
2025-06-30	$596,402	1,171	+11.7%	Shares	Sole	2025-07-24
2025-03-31	$369,503	1,048	+9.2%	Shares	Sole	2025-04-17
2024-12-31	$328,473	960	+29.7%	Shares	Sole	2025-01-27
2024-09-30	$207,547	740	+5.6%	Shares	Sole	2024-11-12
2024-06-30	$268,616	701	-27.3%	Shares	Sole	2024-08-13
2024-03-31	$309,048	964	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.