CBIZ Investment Advisory Services, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in CRWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,105
+$2,982 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,369
of 2,437 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $819,856 across 7 Software - Infrastructure names. CRWD ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,803 | $672,555 | |
| 2 | ORCL |
Oracle Corp
|
711 | $104,197 | |
| 3 | PANW |
Palo Alto Networks Inc
|
54 | $18,415 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
143 | $16,683 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
32 | $6,105 | |
| 6 | SNPS |
Synopsys Inc
|
4 | $1,784 | |
| 7 | BLSH |
Bullish
|
5 | $117 |
All Filings in CRWD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,105 | 8 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,123 | 8 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,750 | 8 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,923 | 8 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||