CrowdStrike Holdings, Inc. (NASDAQ: CRWD) provides cloud-native cybersecurity through its Falcon platform, which helps businesses protect endpoints, cloud workloads, identities, and data from cyberattacks. The company has become one of the most important players in cybersecurity, recently trading around $422 per share with a market cap of about $105 billion.
Once known mainly for endpoint protection, CrowdStrike has expanded its Falcon platform into a full suite of security tools that defend some of the world’s largest companies against evolving threats. The company’s subscription-based model provides recurring revenue and deep customer lock-in, giving it a durable competitive edge. While founder and CEO George Kurtz remains a significant shareholder, the majority of CrowdStrike stock is now held by large institutions, from index funds to active managers. That shift highlights its transition from a high-growth upstart into a widely owned security leader.
Looking at who owns the stock and what insiders are doing can help investors see how confident major players are in CrowdStrike today.
Who Are CrowdStrike’s Top Shareholders?
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CrowdStrike provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identities, and data for businesses worldwide. Its shareholder base is anchored by passive giants, with several active managers making notable changes to their positions.
- The Vanguard Group: 23.3M shares (9.36%), ~$9.85B. Added 591K shares (+2.6%).
- BlackRock Institutional Trust: 13.2M shares (5.29%), ~$5.57B. Added 329K shares (+2.6%).
- State Street Global Advisors: 10.8M shares (4.33%), ~$4.57B. Added 371K shares (+3.6%).
- Jennison Associates: 6.1M shares (2.45%), ~$2.58B. Cut 452K shares (-6.9%).
- George Kurtz (CEO & Co-Founder): 5.9M shares (2.38%), ~$2.50B. Trimmed 42K shares (-0.7%).
- Geode Capital: 5.7M shares (2.30%), ~$2.42B. Added 274K shares (+5.0%).
- Invesco (QQQ Trust): 5.1M shares (2.05%), ~$2.16B. Slight trim (-0.6%).
- JP Morgan Asset Management: 3.6M shares (1.45%), ~$1.53B. Raised holdings by 1.7M shares (+92.2%).
- Pathstone: 3.3M shares (1.32%), ~$1.39B. Added 2.2M shares (+195%).
- Morgan Stanley Investment Management: 3.1M shares (1.26%), ~$1.32B. Reduced 644K shares (-17.1%).
One highlight from last quarter is Squarepoint Ops LLC’s aggressive move, lifting its CrowdStrike position by more than 1,346%. The firm now owns about 107K shares worth $54 million, signaling a sharp shift in conviction toward the stock.
Another notable addition came from Hudson Bay Capital, led by Sander Gerber, which boosted its stake by 512%. Hudson Bay now holds 110K shares valued at $56 million, showing strong confidence after the company’s recent run.
A third highlight is Jasper Ridge Partners, managed by Mark Wolfson, which raised its position by 367%. The fund now controls roughly 3.5K shares worth $1.8 million, a smaller dollar amount but a significant percentage increase.
Passive funds like Vanguard and BlackRock provide stability, ensuring CrowdStrike remains widely owned in index portfolios. Big additions from JPMorgan, Pathstone, Squarepoint, and Hudson Bay suggest rising institutional confidence in cybersecurity demand. Meanwhile, cuts from Jennison and Morgan Stanley show that some managers may be taking a more cautious stance after the recent rally.
See whether CrowdStrike’s top shareholders are buying or selling today >>>
CrowdStrike’s Recent Insider Trades
Insider activity has been limited, with only CEO George Kurtz selling shares in recent months. His sales appear small compared to his overall multi-billion-dollar ownership stake, so these sales could just be an effort to diversify.
- George Kurtz (CEO & Director): Sold ~38K shares on August 4, 2025, at $439–$457/share.
The absence of insider buying could mean management is comfortable holding their positions but not eager to add at current levels.
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What the Ownership & Insider Trade Data Tell Us
CrowdStrike’s ownership structure shows a balance between stability and active shifts. Large passive managers like Vanguard, BlackRock, and State Street ensure the stock is widely held across index funds, while institutions such as JPMorgan and Pathstone have made aggressive additions. On the other hand, cuts from Jennison and Morgan Stanley show some caution among active managers.
Insider selling has been modest, with George Kurtz trimming a very small fraction of his stake. This may signal portfolio management rather than a change in conviction, but the lack of insider buying suggests leadership is not leaning in further at current valuations.
CrowdStrike remains firmly established as a core institutional holding, but investors are split between adding and trimming exposure. Insider moves look small and cautious, reinforcing the view that while confidence in the business is strong, expectations for the stock’s near-term upside remain measured.
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