Envestnet Portfolio Solutions, Inc.

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1998033 BERWYN, PA

Position in CRWD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,164,742

+$36,458 QoQ

Shares Held

24,420

+111.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,085

of 2,437 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $184,049,747 across 18 Software - Infrastructure names. CRWD ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	346,475	$129,242,104
2	ORCL	Oracle Corp	117,271	$17,186,065
3	PLTR	Palantir Technologies Inc.	110,588	$12,902,301
4	PANW	Palo Alto Networks Inc	24,253	$8,270,758
5	FTNT	Fortinet, Inc.	40,608	$6,238,200
6	MDB	MongoDB, Inc.	7,243	$2,432,923
7	NET	Cloudflare, Inc.	7,229	$1,773,129
8	CRWD	CrowdStrike Holdings, Inc. This page	24,420	$1,164,742

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,742	6,105	+111.2%	Shares	Sole	2026-07-20
2026-03-31	$1,128,284	2,890	-19.3%	Shares	Sole	2026-04-29
2025-12-31	$1,679,098	3,582	+9.4%	Shares	Sole	2026-02-06
2025-09-30	$1,605,504	3,274	-41.5%	Shares	Sole	2025-10-30
2025-06-30	$2,851,626	5,599	-11.1%	Shares	Sole	2025-07-25
2025-03-31	$2,220,196	6,297	-27.7%	Shares	Sole	2025-04-21
2024-12-31	$2,978,844	8,706	-2.3%	Shares	Sole	2025-02-10
2024-09-30	$2,500,109	8,914	-14.2%	Shares	Sole	2024-10-31
2024-06-30	$3,979,811	10,386	-1.8%	Shares	Sole	2024-07-16
2024-03-31	$3,390,880	10,577	-7.5%	Shares	Sole	2024-05-06
2023-12-31	$2,920,094	11,437	+5.9%	Shares	Sole	2024-02-07
2023-09-30	$1,808,373	10,804	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.