IFM Investors 13F: Adds $47M to CrowdStrike (CRWD) Stake
IFM Investors raised its holdings in CrowdStrike Holdings, Inc. by more than 300% during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
IFM Investors added 178,913 shares to its stake in CrowdStrike Holdings, Inc. ($CRWD), a 311.84% increase, according to a 13F filing with the SEC dated October 14, 2026. It reported 236,286 shares worth $62.56 million at the end of the quarter.
Since the filing, $CRWD is down 8.8% to date (from the $249.29 close on Oct 14, 2026).
CRWD
CrowdStrike Holdings, Inc.
Key Points
- IFM Investors disclosed a 311.8% increase in its CrowdStrike Holdings, Inc. (CRWD) position, adding 178,913 shares to hold 236,286 shares worth $62.5 million in an October 14, 2026 SEC filing.
- Major financial institutions also adjusted their positions earlier, with JPMorgan Chase growing its stake by 127.8% to over 8.1 million shares.
- CrowdStrike shares recently traded around $227.73, while analysts maintain a consensus buy rating 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
IFM Investors expanded its footprint in CrowdStrike Holdings, Inc. (CRWD) during the period, lifting its position by a substantial margin according to a Form 13F filing with the SEC on October 14, 2026. Keep in mind that 13F filings look backward at past quarters and may not reflect the fund's exact current holdings today.
What Changed in IFM Investors's CrowdStrike Holdings, Inc. Position
The institutional investor added 178,913 shares of the cybersecurity firm to its portfolio. That marked a 311.8% increase from its previous holdings. IFM Investors ended the period with 236,286 shares in total, carrying a reported value of $62,556,718.
Other Institutional Activity in CrowdStrike Holdings, Inc.
Other large money managers also adjusted their stakes in CrowdStrike ahead of the filing. Blackrock Inc. grew its holdings by 472,366 shares, ending with 21,846,397 shares worth about $4,967,652,200. Vanguard Capital Management LLC lifted its stake by 241,067 shares to reach 16,205,746 shares valued at roughly $3,685,024,573. State Street Corporation added 446,604 shares for a total of 11,583,850 shares worth $2,634,051,644. Invesco Ltd. grew its position by 735,142 shares to end with 8,392,874 shares valued at $1,908,455,613. JPMORGAN CHASE & CO increased its holdings by 4,586,024 shares, a 127.8% jump that left it with 8,174,463 shares worth about $1,858,791,136.
CrowdStrike Holdings, Inc. Stock Down 8.6%
CrowdStrike shares recently traded around $227.73 as of October 16, 2026. The stock sits below its 50-day moving average of $232.08 but remains well above its 200-day moving average of $159.39. The shares trade below their consensus price target of $246.15.
Recent Earnings
CrowdStrike reported trailing twelve-month revenue of $5.4 billion alongside basic earnings per share of $0.06. The company posts a net profit margin of 0.8% and a return on equity of 1.5%. Its next quarterly earnings report is scheduled for release 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.
Company insiders have also been active in the market. President and CEO Kurtz George sold 10,000 shares on October 9, 2026, at an average price of $269.89 for a total value of $2,698,909 under a planned trading program. He later sold another 1,080 shares on October 12, 2026, at an average price of $272.81 worth $294,634.37. Additional transactions by CEO George Robert Kurtz included sales of 28,920 shares valued at $7,720,829 and 1,080 shares worth $294,634 on October 12, 2026.
Analysts Set New Price Targets
Wall Street research firms recently updated their outlooks on the stock. On October 8, 2026, BMO Capital maintained an outperform rating while lifting its target to $295.00 from $235.00. Needham maintained a buy rating on October 9, 2026, raising its target to $310.00 from $250.00. Wells Fargo maintained an overweight rating on October 13, 2026, boosting its target to $300.00 from $235.00. Freedom Broker maintained a buy rating with a $320.00 target on October 14, 2026, while BTIG maintained a buy rating with a $312.00 target that same day. CrowdStrike holds a consensus buy recommendation from analysts with a mean price target of $246.15.
About CrowdStrike Holdings, Inc.
CrowdStrike builds cloud-native infrastructure software that protects endpoints, cloud workloads, identities, and data for businesses. Its unified subscription platform helps organizations stop breaches globally. Institutional interest from large funds like IFM Investors highlights the ongoing demand for enterprise cybersecurity tools.
Bottom Line
IFM Investors holds a much larger stake in CrowdStrike following its recent filing. Investors will likely look toward the upcoming earnings release on December 1, 2026, for further clues on the company's financial trajectory. 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: IFM Investors's 13F filing on $CRWD (Oct 14, 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: IFM Investors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts