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B. Riley Wealth Advisors 13F: Adds $21M to CRWD Stake

The firm significantly boosted its stake in CrowdStrike by 325.7%, now holding over 103,000 shares.

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Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 79,541 shares to its stake in CrowdStrike Holdings, Inc. ($CRWD), a 325.65% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 103,966 shares worth $27.52 million at the end of the quarter.

Since the filing, $CRWD is down 12.9% to date (from the $261.21 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

CRWD CrowdStrike Holdings, Inc.
$227.39 +100.54% year to date
Daily close · Oct 16, 2026

Key Points

  • B. Riley Wealth Advisors boosted its stake in CrowdStrike by 325.7%, adding 79,541 shares to hold a total of 103,966 shares.
  • CrowdStrike Holdings has a market cap of $255.3 billion and a forward P/E ratio of 155.3, with a 52-week range from $85.68 to $250.32.
  • No insider trades or analyst updates were available, but the company is expected to report earnings on December 1, 2026.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated CrowdStrike Holdings, Inc. alert may contain errors. Disclosures

B. Riley Wealth Advisors significantly increased its investment in CrowdStrike Holdings, Inc. (NasdaqGS: CRWD), according to its latest 13F filing with the SEC. The firm boosted its stake by 325.7%, adding 79,541 shares during the reporting period. This brings its total holdings to 103,966 shares, valued at approximately $27.5 million.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical
All-time return +6.64% S&P 500 +4.87%
vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' CrowdStrike Position

B. Riley Wealth Advisors made a substantial move by increasing its shares in CrowdStrike from 24,425 to 103,966. This change reflects an addition of 79,541 shares, representing a 325.7% increase in their position. The total value of their holdings in CrowdStrike now stands at $27.5 million.

CrowdStrike Holdings, Inc. Stock Down 8.6%

Shares of CrowdStrike Holdings (NasdaqGS: CRWD) are part of a company with a market capitalization of around $255.3 billion. The forward P/E ratio is 155.3, indicating expectations of strong future earnings growth. The stock has experienced a 52-week low of $85.68 and a high of $250.32. The 50-day moving average is $208.33, while the 200-day moving average is $147.57. The company has a beta of 1.255, suggesting its stock price is somewhat more volatile than the market.

Recent Earnings

CrowdStrike reported revenue of approximately $5.4 billion, with a revenue growth rate of 25.8%. The company's net margin stands at 0.834%, and return on equity is 1.461%. Despite a high P/E ratio of 4987, the forward P/E suggests more normalized earnings expectations. The next earnings report is anticipated on December 1, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

C+ 64/100

Reported Jun 3, 2026

  1. Forward outlook

    29 target raises vs 1 cuts.

  2. EPS & revenue

    EPS beat estimates by 1.0%. Revenue met estimates.

  3. Profit surprise

    EBITDA missed by 65 percent. Operating income missed by 86 percent.

  4. Pre-earnings setup

    Expectations were about average.

  5. Analyst signal

    29 target raises, 1 target cut.

  6. Earnings quality

    Gross margin up 1.5 points. Operating margin up 9.1 points. Positive free cash flow.

Earnings Call Summary

CrowdStrike delivered record results with net new ARR of $221 million and ending ARR of $4.66 billion, up 20 percent year over year. The company beat all guided metrics, driven by artificial intelligence demand and strong Falcon Flex adoption with over 1,000 customers. Management announced the acquisition of ONEM to enhance next-generation SIEM with faster data processing and lower costs, positioning them for accelerated growth.

Guidance The company expects revenue between $4.7495 and $4.8055 billion for the full year, growing 20 to 22 percent. They guided for net new ARR to grow at least 40 percent in the second half and aim to exceed $5 billion in ending ARR by year-end.

Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.

About CrowdStrike Holdings

CrowdStrike Holdings, Inc., based in Austin, Texas, provides cybersecurity solutions in the U.S. and globally. The company offers a cloud-delivered platform that protects endpoints, cloud workloads, identities, and data through a subscription-based model. Their Falcon platform includes security and vulnerability management, identity protection, and AI-powered automation. CrowdStrike was founded in 2011 and is led by CEO George R. Kurtz, employing approximately 11,706 people.

Bottom Line

The significant increase in shares by B. Riley Wealth Advisors shows a strong interest in CrowdStrike Holdings, a key player in the cybersecurity industry. Investors track these filings to understand institutional confidence, though it's important to remember that 13F filings are backward-looking and may not reflect the firm's current position. CrowdStrike's upcoming earnings report on December 1 may provide further insights into its financial performance.

Related Filing Alerts

Source: B. Riley Wealth Advisors's 13F filing on $CRWD (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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