Kmg Fiduciary Partners 13F: Adds $3.5M to CRWD Stake
The firm boosted its holdings in CrowdStrike by over 313%, now holding 17,202 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kmg Fiduciary Partners added 13,038 shares to its stake in CrowdStrike Holdings, Inc. ($CRWD), a 313.11% increase, according to a 13F filing with the SEC dated October 14, 2026. It reported 17,202 shares worth $4.55 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).
Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR
CRWD
CrowdStrike Holdings, Inc.
Key Points
- Kmg Fiduciary Partners increased its position in CrowdStrike Holdings by 313.1%, adding 13,038 shares to hold a total of 17,202 shares valued at $4.55 million.
- CrowdStrike Holdings, a cybersecurity firm, has a market cap of about $250.4 billion and a forward P/E ratio of 151.8.
- The company reported revenue of $5.40 billion with a net margin of 0.83%, and analysts have a buy rating with a target mean price 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
Kmg Fiduciary Partners significantly increased its stake in CrowdStrike Holdings, Inc. (NasdaqGS: CRWD), as revealed in its latest Form 13F filing with the SEC. The firm boosted its holdings by 13,038 shares, a 313.1% increase, bringing its total to 17,202 shares. The value of this position is approximately $4.55 million, based on the filing period's data.
Kmg Fiduciary Partners vs. the S&P 500
Hypothetical returns from Kmg Fiduciary Partners's disclosed trades, not real profit or advice. How we model this.
What Changed in Kmg Fiduciary Partners' CrowdStrike Position
Kmg Fiduciary Partners expanded its investment in CrowdStrike Holdings by 13,038 shares, a 313.1% increase from its previous holding of 4,164 shares. The firm now owns 17,202 shares, valued at around $4.55 million. This move reflects a substantial increase in confidence in the cybersecurity company.
CrowdStrike Holdings, Inc. Stock Down 8.6%
Shares of NasdaqGS:CRWD were not quoted for the specific day, but CrowdStrike Holdings has a market cap of approximately $250.4 billion. The company's forward P/E ratio stands at 151.8, indicating expectations of future earnings growth. With a beta of 1.197, the stock is slightly more volatile than the market. Over the past year, the stock has traded between $85.68 and $286.99. The 50-day moving average is $232.08, and the 200-day moving average is $159.39.
Recent Earnings
CrowdStrike Holdings reported revenue of $5.40 billion, reflecting a growth rate of 25.8%. The company posted a net margin of 0.83% and a return on equity of 1.46%. The next earnings report is scheduled for 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.
About CrowdStrike Holdings
CrowdStrike Holdings, Inc. offers cybersecurity solutions globally, providing cloud-delivered protection for endpoints, cloud workloads, and data through a subscription model. Based in Austin, Texas, and led by CEO George R. Kurtz, the company employs over 11,700 people. CrowdStrike's Falcon platform is a key product, offering comprehensive security through AI-driven services.
Bottom Line
Kmg Fiduciary Partners' substantial increase in its CrowdStrike stake suggests a strong belief in the company's potential. Investors often watch such filings to gauge institutional confidence. Remember, 13F filings are backward-looking and might not reflect current positions.
Related Filing Alerts
Source: Kmg Fiduciary Partners'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: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts