Regent Peak Wealth Advisors LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1803329
ATLANTA, GA
Position in CRWD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$149,384
-$189,491 QoQ
Shares Held
3,132
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,963
of 2,437 holders
Holding Since
Dec 2020
7 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, 2026Regent Peak Wealth Advisors LLC holds $12,831,806 across 6 Software - Infrastructure names. CRWD ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,225 | $10,528,489 | |
| 2 | ORCL |
Oracle Corp
|
7,717 | $1,130,926 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,892 | $454,079 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,080 | $368,301 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,306 | $200,627 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
3,132 | $149,384 |
All Filings in CRWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,384 | 783 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $338,875 | 868 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $395,633 | 844 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $454,582 | 927 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $221,067 | 627 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $212,139 | 620 | Shares | Sole | 2025-01-07 | |
| 2020-12-31 | $8,260 | 39 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||