Position in CRWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,382,043
+$8,261,176 QoQ
Shares Held
49,176
+328.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#475
of 2,437 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. CRWD ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in CRWD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,382,043 | 12,294 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,120,867 | 2,871 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,485,500 | 3,169 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,412,294 | 2,880 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,588,028 | 3,118 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $901,194 | 2,556 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $876,956 | 2,563 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $730,343 | 2,604 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $729,976 | 1,905 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $314,178 | 980 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $233,362 | 914 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $127,878 | 764 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $112,208 | 764 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $98,964 | 721 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $70,123 | 666 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $60,320 | 366 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $71,806 | 426 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $74,255 | 327 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $54,054 | 264 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $44,240 | 180 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $44,230 | 176 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,996 | 126 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,320 | 44 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,059 | 15 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||