Position in CRWD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$37,999,030
+$18,297,380 QoQ
Shares Held
199,172
-1.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#227
of 2,437 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. CRWD ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
|
349,053 | $5,110,135 |
All Filings in CRWD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,999,030 | 49,793 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,701,650 | 50,464 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,394,483 | 26,441 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,236,998 | 6,601 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,298,006 | 4,512 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,476,605 | 4,188 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,466,497 | 4,286 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,289,601 | 4,598 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,092,857 | 2,852 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,297,107 | 4,046 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $679,406 | 2,661 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $486,573 | 2,907 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $410,648 | 2,796 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $376,504 | 2,743 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $377,885 | 3,589 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $599,578 | 3,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $560,799 | 3,327 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $301,108 | 1,326 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||