Kingsview Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1791965
GRANTS PASS, OR
Position in CRWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,901,667
-$894,280 QoQ
Shares Held
17,678
+6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$2,000
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $200,107,678 across 16 Software - Infrastructure names. CRWD ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
251,257 | $93,007,803 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
422,311 | $61,775,652 | |
| 3 | ORCL |
Oracle Corp
|
153,770 | $22,621,104 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
17,678 | $6,901,667 | |
| 5 | DOX |
Amdocs Ltd
|
91,926 | $5,999,090 | |
| 6 | PANW |
Palo Alto Networks Inc
|
22,221 | $3,562,470 | |
| 7 | CRWV |
CoreWeave, Inc.
|
13,353 | $1,034,456 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,338 | $905,383 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,901,667 | 17,678 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,795,947 | 16,631 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,455,247 | 15,203 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,344,923 | 8,531 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,822,050 | 8,004 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,959,684 | 8,650 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,284,708 | 8,146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,859,363 | 7,462 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,157,891 | 6,731 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,675,409 | 6,562 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $880,586 | 5,261 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $784,432 | 5,341 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $669,142 | 4,875 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $413,052 | 3,923 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $827,511 | 5,021 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $780,432 | 4,630 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,341,815 | 5,909 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,638,204 | 8,001 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,028,176 | 8,252 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,869,997 | 7,441 | Shares | Sole | 2021-08-17 | |
| 2021-06-30 | $2,000 | 400 | Put | Sole | 2021-08-17 | |
| 2021-03-31 | $740,990 | 4,060 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $748,783 | 3,535 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,000 | 100 | Call | Sole | 2020-11-19 | |
| 2020-09-30 | $216,965 | 1,580 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||