Position in CRWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$694,832
-$130,185 QoQ
Shares Held
7,119
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026INSIGNEO ADVISORY SERVICES, LLC holds $55,841,094 across 11 Software - Infrastructure names. CRWD ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
106,030 | $39,249,125 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
47,268 | $6,914,363 | |
| 3 | ORCL |
Oracle Corp
|
24,153 | $3,553,147 | |
| 4 | PANW |
Palo Alto Networks Inc
|
16,079 | $2,577,785 | |
| 5 | XYZ |
Block, Inc.
|
22,254 | $1,339,245 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
7,119 | $694,832 | |
| 7 | CRWV |
CoreWeave, Inc.
|
5,284 | $409,351 | |
| 8 | SNPS |
Synopsys Inc
|
1,001 | $396,876 |
All Filings in CRWD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $694,832 | 7,119 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $825,017 | 7,040 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $821,631 | 6,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $835,395 | 6,561 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $578,583 | 6,564 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $504,001 | 5,892 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $381,158 | 5,436 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $516,444 | 5,391 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $334,134 | 4,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $333,064 | 5,218 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $178,929 | 4,276 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $152,157 | 4,144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,705 | 3,401 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $85,047 | 3,231 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||