Position in CRWD
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$13,957
-$2,566 QoQ
Shares Held
143
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026VALLEY NATIONAL ADVISERS INC holds $16,988,009 across 15 Software - Infrastructure names. CRWD ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,466 | $14,979,298 | |
| 2 | ORCL |
Oracle Corp
|
10,307 | $1,516,262 | |
| 3 | SNPS |
Synopsys Inc
|
430 | $170,486 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
897 | $131,213 | |
| 5 | PANW |
Palo Alto Networks Inc
|
512 | $82,083 | |
| 6 | CRWV |
CoreWeave, Inc.
|
719 | $55,700 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
143 | $13,957 | |
| 8 | DVLT |
Datavault AI Inc.
|
17,100 | $10,602 |
All Filings in CRWD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,957 | 143 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $16,523 | 141 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,098 | 115 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,291 | 18 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $440 | 5 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $256 | 3 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $6,035 | 63 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,408 | 55 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,000 | 47 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $627 | 15 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $228 | 5 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $264 | 5 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||