Position in CRWD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,349,704
+$5,247,827 QoQ
Shares Held
54,248
+3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#445
of 2,437 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Sep 30, 2024CallValue
$252,423
CallShares
3,600
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 Jun 30, 2026HB Wealth Management, LLC holds $302,177,614 across 34 Software - Infrastructure names. CRWD ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
552,823 | $206,214,035 | |
| 2 | ORCL |
Oracle Corp
|
197,825 | $28,991,253 | |
| 3 | PANW |
Palo Alto Networks Inc
|
48,073 | $16,393,854 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
91,527 | $10,678,455 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
54,248 | $10,349,704 | |
| 6 | FTNT |
Fortinet, Inc.
|
30,347 | $4,661,906 | |
| 7 | CRWV |
CoreWeave, Inc.
|
39,599 | $3,941,684 | |
| 8 | SNPS |
Synopsys Inc
|
8,351 | $3,725,130 |
All Filings in CRWD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,349,704 | 13,562 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,101,877 | 13,068 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,941,533 | 12,675 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,769,811 | 11,766 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,099,211 | 10,012 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,871,058 | 8,143 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,608,627 | 7,624 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $252,423 | 900 | Call | Sole | 2024-10-15 | |
| 2024-09-30 | $1,820,811 | 6,492 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $153,276 | 400 | Call | Sole | 2024-07-26 | |
| 2024-06-30 | $1,184,440 | 3,091 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,092,891 | 3,409 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $620,938 | 2,432 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $288,897 | 1,726 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $207,233 | 1,411 | Shares | Sole | 2023-07-13 | |
| 2022-06-30 | $251,491 | 1,492 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||