Advisor OS, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1767580 CHICAGO, IL

Position in CRWD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,142,418

+$400,252 QoQ

Shares Held

5,988

-21.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,085

of 2,429 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisor OS, LLC holds $20,162,127 across 10 Software - Infrastructure names. CRWD ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	37,002	$13,802,483
2	PANW	Palo Alto Networks Inc	5,098	$1,738,518
3	ORCL	Oracle Corp	8,323	$1,219,731
4	CRWD	CrowdStrike Holdings, Inc. This page	5,988	$1,142,418
5	PLTR	Palantir Technologies Inc.	7,499	$874,905
6	SNPS	Synopsys Inc	807	$359,975
7	CRWV	CoreWeave, Inc.	3,094	$307,975
8	NET	Cloudflare, Inc.	1,179	$289,184

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,142,418	1,497	-21.3%	Shares	Sole	2026-08-05
2026-03-31	$742,166	1,901	-0.3%	Shares	Sole	2026-05-08
2025-12-31	$893,923	1,907	-11.2%	Shares	Sole	2026-02-04
2025-09-30	$1,053,334	2,148	+8.6%	Shares	Sole	2025-11-12
2025-06-30	$1,007,413	1,978	+59.3%	Shares	Sole	2025-08-14
2025-03-31	$437,903	1,242	-5.3%	Shares	Sole	2025-05-06
2024-12-31	$448,911	1,312	+2.5%	Shares	Sole	2025-02-05
2024-09-30	$358,998	1,280	-9.9%	Shares	Sole	2024-11-04
2024-06-30	$544,509	1,421	-3.3%	Shares	Sole	2024-08-05
2024-03-31	$470,943	1,469	+10.4%	Shares	Sole	2024-05-09
2023-12-31	$339,828	1,331	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.