Position in CRWD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,925,412
+$1,826,792 QoQ
Shares Held
50,464
+90.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 1.173113506658212.ToString("F0")%
Shared 0.ToString("F0")%
None 98.82688649334179.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $400,353,006 across 21 Software - Infrastructure names. CRWD ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
768,837 | $284,600,392 | |
| 2 | FTNT |
Fortinet, Inc.
|
402,789 | $32,915,917 | |
| 3 | ORCL |
Oracle Corp
|
206,179 | $30,330,992 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
71,134 | $10,405,481 | |
| 5 | PANW |
Palo Alto Networks Inc
|
55,972 | $8,973,431 | |
| 6 | S |
SentinelOne, Inc.
|
388,868 | $5,008,619 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
34,872 | $4,981,465 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
50,464 | $4,925,412 |
All Filings in CRWD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,925,412 | 50,464 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,098,620 | 26,441 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $809,249 | 6,601 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $574,501 | 4,512 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $369,151 | 4,188 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $366,624 | 4,286 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $322,400 | 4,598 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $273,214 | 2,852 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $324,276 | 4,046 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $169,851 | 2,661 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $121,643 | 2,907 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $102,662 | 2,796 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $94,126 | 2,743 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $94,471 | 3,589 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $149,894 | 3,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $140,199 | 3,327 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $75,277 | 1,326 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||