Position in CRWD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,275,469
-$209,914 QoQ
Shares Held
13,068
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Sep 30, 2024CallValue
$63,105
CallShares
900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026HB Wealth Management, LLC holds $266,541,890 across 30 Software - Infrastructure names. CRWD ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
540,626 | $200,123,526 | |
| 2 | ORCL |
Oracle Corp
|
185,529 | $27,293,171 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
96,614 | $14,132,695 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,347 | $7,911,311 | |
| 5 | SNPS |
Synopsys Inc
|
7,270 | $2,882,409 | |
| 6 | FTNT |
Fortinet, Inc.
|
27,906 | $2,280,478 | |
| 7 | NET |
Cloudflare, Inc.
|
6,583 | $1,358,336 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
13,068 | $1,275,469 |
All Filings in CRWD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,275,469 | 13,068 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,485,383 | 12,675 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,442,452 | 11,766 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,274,802 | 10,012 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $717,764 | 8,143 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $652,156 | 7,624 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $63,105 | 900 | Call | Sole | 2024-10-15 | |
| 2024-09-30 | $455,202 | 6,492 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $38,319 | 400 | Call | Sole | 2024-07-26 | |
| 2024-06-30 | $296,110 | 3,091 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $273,222 | 3,409 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $155,234 | 2,432 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $72,224 | 1,726 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $51,808 | 1,411 | Shares | Sole | 2023-07-13 | |
| 2022-06-30 | $62,872 | 1,492 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||