Waverly Advisors 13F: Adds $4.6M to CrowdStrike (CRWD) Stake

Waverly Advisors Expands CrowdStrike Holdings Position

Waverly Advisors increased its investment in CrowdStrike Holdings, Inc. NasdaqGS CRWD, adding 6,198 shares to bring its total holding to 14,090 shares. The Form 13F filing with the Securities and Exchange Commission shows that the position grew by 78.5% during the period. The reported value of these shares reached approximately $10.5 million, reflecting a growing allocation to the cybersecurity provider.

Inside Waverly Advisors Portfolio Strategy

As an institutional manager focused on client asset allocation, Waverly Advisors adjusts its equity mix based on changing market conditions. This substantial addition to CrowdStrike points to a rising appetite for software infrastructure exposure within their managed accounts. Because 13F disclosures look backward at portfolio metrics from the end of the reporting window, these numbers capture past allocation choices rather than real-time trading activity.

CrowdStrike Stock Performance and Valuation

CrowdStrike shares trade on the NasdaqGS under the ticker CRWD. The stock reflects a high forward P/E ratio of 151.8 alongside a trailing P/E of 4076.2, matching a company valued in the technology sector where investors price in substantial future software growth. The firm maintains a current ratio of 1.6 and a debt-to-equity ratio of 16.0.

Insider Buying and Selling at CrowdStrike Holdings, Inc.

Company executives completed several stock sales during recent months. President and CEO George Kurtz disposed of 2,500 shares on June 23, 2026, at an average price of $681.40, followed by another sale of 2,500 shares on June 26, 2026, at $692.93. Chief accounting officer Anurag Saha sold 1,497 shares on June 24, 2026, at $680.49. Later in the year, CEO George Kurtz parted with 10,000 shares on October 13, 2026, at $263.21 and another 10,000 shares on October 14, 2026, at $252.14. All of these transactions were executed under pre-arranged Rule 10b5-1 plans.

Wall Street Analyst Views

Investment firms updated their outlooks on CrowdStrike through October 2026. On October 8, 2026, BMO Capital maintained its Outperform rating with a $295.00 target, while Amerx initiated coverage with an Underweight rating and a $212.00 target. Needham kept a Buy rating on October 9, 2026, and lifted its target to $310.00. Wells Fargo maintained an Overweight rating on October 13, 2026, raising its target to $300.00. BTIG and Freedom Broker both maintained Buy ratings on October 14, 2026, with targets of $312.00 and $320.00 respectively. Citigroup kept a Buy rating on October 15, 2026, with a $295.00 target, and Keybanc maintained an Overweight rating on October 16, 2026, moving its target to $265.00.

Cybersecurity Solutions and Enterprise Reach

Headquartered in Austin, Texas, CrowdStrike Holdings operates a cloud-native platform that protects endpoints, cloud workloads, identities, and data. The company relies on a software-as-a-service subscription model anchored by its Falcon platform. Strategic partnerships with major technology ecosystems help the company deliver security infrastructure to enterprise clients worldwide.

Looking Ahead for CrowdStrike Holdings

Market participants continue to monitor institutional updates and insider filings for signs of shifting sentiment. CrowdStrike's next earnings report is scheduled for December 1, 2026. These historical 13F statements remain useful for tracking how professional money managers position themselves over time.