Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,476,675
+$763,006 QoQ
Shares Held
7,740
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#998
of 2,437 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Naviter Wealth, LLC holds $25,969,560 across 7 Software - Infrastructure names. CRWD ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,317 | $17,277,167 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,292 | $2,827,737 | |
| 3 | ORCL |
Oracle Corp
|
15,925 | $2,333,808 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
12,917 | $1,507,026 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
7,740 | $1,476,675 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,633 | $410,797 | |
| 7 | AI |
C3.ai, Inc.
|
15,000 | $136,350 |
All Filings in CRWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,675 | 1,935 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $713,669 | 1,828 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $942,676 | 2,011 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,095,018 | 2,233 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,154,605 | 2,267 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $695,992 | 1,974 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $926,227 | 2,707 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $309,919 | 1,105 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||