Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 13F: Adds $53M to CRWD Stake
Fjarde Ap-Fonden increased its position in CrowdStrike Holdings, acquiring an additional 199,096 shares.
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Fjarde Ap-Fonden /Fourth Swedish National Pension Fund added 199,096 shares to its stake in CrowdStrike Holdings, Inc. ($CRWD), a 278.55% increase, according to a 13F filing with the SEC dated October 15, 2026. It reported 270,573 shares worth $71.63 million at the end of the quarter.
Since the filing, $CRWD is down 7.0% to date (from the $244.57 close on Oct 15, 2026).
Find the original: Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 13F filings on SEC EDGAR
CRWD
CrowdStrike Holdings, Inc.
Key Points
- Fjarde Ap-Fonden added 199,096 shares of CrowdStrike, bringing its total to 270,573 shares valued at approximately $71.6 million.
- CrowdStrike recently traded at $227.03, which is about 2.2% below its 50-day moving average.
- Analysts have a consensus 'buy' rating for CrowdStrike, with a mean price target of $246.15.
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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
Fjarde Ap-Fonden, also known as the Fourth Swedish National Pension Fund, boosted its stake in CrowdStrike Holdings, Inc. (NASDAQ: CRWD) by adding 199,096 shares. The fund now holds a total of 270,573 shares, with a reported value of about $71.6 million in a filing on October 15, 2026.
What Changed in Fjarde Ap-Fonden's CrowdStrike Position
With this latest addition, Fjarde Ap-Fonden increased its holdings by approximately 278.5%. This follows a previous total of 71,477 shares. The fund's action reflects ongoing interest in CrowdStrike as it continues to expand its cybersecurity solutions.
Other Institutional Activity in CrowdStrike
Several other institutional investors have also adjusted their positions in CrowdStrike. Blackrock Inc. grew its holdings by 472,366 shares, ending with 21,846,397 shares worth about $4.97 billion. Vanguard Capital Management LLC added 241,067 shares, totaling 16,205,746 shares valued at approximately $3.69 billion. Additionally, State Street Corporation increased its stake by 446,604 shares, bringing its total to 11,583,850 shares worth around $2.63 billion. Invesco Ltd. and JPMorgan Chase & Co. also made adjustments, with JPMorgan's stake growing by a substantial 4,586,024 shares.
CrowdStrike Holdings, Inc. Stock Down 8.9%
CrowdStrike shares recently traded around $227.03, which positions them about 2.2% lower than their 50-day moving average of $232.08. Currently, the stock is also approximately 20.9% below its 52-week high of $286.99 but remains significantly above its 52-week low of $85.68.
Recent Earnings
In its latest financials, CrowdStrike reported a trailing twelve-month revenue of about $5.4 billion, with a net margin of 0.8%. The company is scheduled to announce its next earnings report on December 1, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
29 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 1.0%. Revenue met estimates.
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Profit surprise
EBITDA missed by 65 percent. Operating income missed by 86 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
29 target raises, 1 target cut.
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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.
Insider Buying and Selling at CrowdStrike Holdings, Inc.
Insider transactions have been notable as well, with CEO George Kurtz selling 1,080 shares on October 12, 2026, valued at approximately $294,634.
Analysts Set New Price Targets
Analysts have maintained positive ratings on CrowdStrike, with Citigroup reaffirming a 'Buy' rating and setting a price target of $295 on October 15, 2026. Similarly, Needham and Wells Fargo have set targets of $310 and $300, respectively. The consensus among analysts suggests a mean price target of $246.15, reflecting a favorable outlook.
About CrowdStrike Holdings
CrowdStrike provides cybersecurity solutions both in the U.S. and internationally. Its platform focuses on protecting endpoints, cloud workloads, and identities through a subscription-based model. This filing indicates an ongoing commitment from investors to support its growth in a rapidly evolving tech landscape.
Bottom Line
Investors should keep an eye on CrowdStrike's upcoming earnings report on December 1, 2026, and any further filings from institutional investors like Fjarde Ap-Fonden. The recent boost in shares signals continued confidence in the company's robust position in the cybersecurity market. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Fjarde Ap-Fonden /Fourth Swedish National Pension Fund's 13F filing on $CRWD (Oct 15, 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: Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts