Synergy Financial Group, LTD
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1905669
SAN RAMON, CA
Position in CRWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,854,143
+$1,343,257 QoQ
Shares Held
14,960
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#791
of 2,437 holders
Holding Since
Dec 2021
19 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, 2026Synergy Financial Group, LTD holds $13,719,854 across 7 Software - Infrastructure names. CRWD ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,205 | $7,909,889 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
14,960 | $2,854,143 | |
| 3 | OKTA |
Okta, Inc.
|
5,969 | $814,470 | |
| 4 | ZS |
Zscaler, Inc.
|
5,544 | $782,535 | |
| 5 | NET |
Cloudflare, Inc.
|
3,102 | $760,858 | |
| 6 | PANW |
Palo Alto Networks Inc
|
966 | $329,425 | |
| 7 | SNPS |
Synopsys Inc
|
602 | $268,534 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,854,143 | 3,740 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,510,886 | 3,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,910,197 | 4,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,071,855 | 4,225 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,097,338 | 4,118 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,507,984 | 4,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,406,619 | 4,111 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,107,856 | 3,950 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,502,104 | 3,920 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,322,433 | 4,125 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $921,194 | 3,608 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $608,928 | 3,638 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $534,900 | 3,642 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $504,979 | 3,679 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $448,219 | 4,257 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $970,730 | 5,890 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $932,305 | 5,531 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,192,397 | 5,251 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $891,686 | 4,355 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||