WEATHERLY ASSET MANAGEMENT L. P.

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 934745 DEL MAR, CA

Position in CRWD

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

Position Value

$439,950

-$460,335 QoQ

Shares Held

9,224

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,500

of 2,429 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $103,766,582 across 7 Software - Infrastructure names. CRWD ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	133,772	$45,618,927
2	MSFT	Microsoft Corp	95,292	$35,545,821
3	FTNT	Fortinet, Inc.	104,857	$16,108,132
4	ZS	Zscaler, Inc.	28,920	$4,082,058
5	ORCL	Oracle Corp	10,686	$1,566,033
6	CRWD	CrowdStrike Holdings, Inc. This page	9,224	$439,950
7	PLTR	Palantir Technologies Inc.	3,477	$405,661

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,950	2,306	0.0%	Shares	Sole	2026-07-20
2026-03-31	$900,285	2,306	0.0%	Shares	Sole	2026-04-15
2025-12-31	$1,080,960	2,306	+1.6%	Shares	Sole	2026-01-16
2025-09-30	$1,113,162	2,270	-4.2%	Shares	Sole	2025-10-16
2025-06-30	$1,207,064	2,370	-1.0%	Shares	Sole	2025-07-11
2025-03-31	$844,429	2,395	+5.5%	Shares	Sole	2025-05-01
2024-12-31	$776,703	2,270	-10.8%	Shares	Sole	2025-01-29
2024-09-30	$713,796	2,545	+9.0%	Shares	Sole	2024-10-29
2024-06-30	$894,748	2,335	+111.3%	Shares	Sole	2024-07-31
2024-03-31	$354,251	1,105	+28.5%	Shares	Sole	2024-04-19
2021-09-30	$211,370	860	0.0%	Shares	Sole	2021-11-05
2021-06-30	$216,126	860	-16.1%	Shares	Sole	2021-08-12
2020-12-31	$217,115	1,025	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.