CrowdStrike Holdings, Inc.(CRWD)Stock Analysis
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Rank #347 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CRWD Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for CrowdStrike Holdings, Inc. (CRWD), a Technology sector company. 13F Pro's AI-powered ranking engine scores CRWD at 67.7/100 on a 32-signal composite quality model, placing it at rank #347 of 2,961 stocks — the top 25% of the AI-ranked universe. CRWD scores in the top quartile across earnings quality (94.2), institutional flow (88.6), revenue growth (85.2). Areas of concern include balance sheet strength (36.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CrowdStrike Holdings, Inc. reports quarterly revenue of $1.5B, net income of $5.3M, an operating margin of -2.3%. Top institutional holders of CRWD by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. CRWD trades on the Nasdaq exchange and files with the SEC under CIK 1535527. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CRWD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CrowdStrike Holdings, Inc. directly from SEC EDGAR. CrowdStrike Holdings, Inc.'s 13F Pro composite quality score has ranged between 61 and 68 since 2026, currently 67.7 — a stable long-term trajectory across 41 quarterly and live scoring snapshots.
What's Driving CRWD's Business? Latest 10-Q Breakdown
AI-extracted from CrowdStrike Holdings, Inc.'s 10-Q filed 2026-08-27 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Subscription revenue grew 27% YoY to $1.4B; net income of $5.3M despite $33M operating loss, aided by $43.9M interest income.
Biggest Revenue Drivers
Driven by addition of new customers and sale of additional sensors and modules to existing customers.
Increase in the number of professional service hours.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.5B
Net Income
Q2 2026
$5.3M
Free Cash Flow
Q2 2026
$405.9M
Operating Margin
Q2 2026
-2.3%
ROIC
Q2 2026
-2.3%
D/E Ratio
Q2 2026
0.15
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+21.7% YoYNet Income
-966.2% YoYOperating Income
-152.0% YoYEPS (Diluted)
-983.3% YoYTotal Assets
+27.4% YoYTotal Debt
+0.2% YoYOp. Cash Flow
+16.7% YoYFree Cash Flow
+16.3% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $4.81B +21.7% | $3.95B +29.4% | $3.06B +36.3% | $2.24B +54.4% | $1.45B +66.0% | $874.4M |
| Net Income | $-162.5M -966.2% | $-15.2M -121.1% | $72.2M +139.4% | $-183.2M +22.0% | $-234.8M -153.5% | $-92.6M |
| Operating Income | $-293.3M -152.0% | $-116.4M -508.1% | $-19.1M +89.9% | $-190.1M -33.4% | $-142.5M -54.1% | $-92.5M |
| EPS (Diluted) | $-0.16 -983.3% | $-0.01 -120.0% | $0.07 +138.0% | $-0.20 +23.3% | $-0.26 -139.5% | $-0.11 |
| Total Assets | $11.09B +27.4% | $8.70B +30.9% | $6.65B +32.2% | $5.03B +38.9% | $3.62B +32.4% | $2.73B |
| Total Debt | $745.5M +0.2% | $744.0M +0.2% | $742.5M +0.2% | $741.0M +0.2% | $739.5M +0.2% | $738.0M |
| Operating Cash Flow | $1.61B +16.7% | $1.38B +18.5% | $1.17B +23.9% | $941.0M +63.7% | $574.8M +61.2% | $356.6M |
| Free Cash Flow | $1.31B +16.3% | $1.13B +13.9% | $989.7M +40.2% | $706.0M +52.6% | $462.6M +52.3% | $303.8M |
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Top Institutional Holders of CRWD
BlackRock, Inc.
$16.7B21,846,397 shVANGUARD CAPITAL MANAGEMENT LLC
$12.4B16,205,746 shSTATE STREET CORP
$8.8B11,583,850 shInvesco Ltd.
$6.4B8,392,874 shJPMORGAN CHASE & CO
$6.1B8,174,463 shFMR LLC
$6.0B7,847,117 shMORGAN STANLEY
$5.0B6,494,547 shGEODE CAPITAL MANAGEMENT, LLC
$4.6B6,083,339 shVANGUARD PORTFOLIO MANAGEMENT LLC
$4.5B5,956,872 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$4.0B5,300,100 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $16.7B | 21,846,397 |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.4B | 16,205,746 |
| STATE STREET CORP | $8.8B | 11,583,850 |
| Invesco Ltd. | $6.4B | 8,392,874 |
| JPMORGAN CHASE & CO | $6.1B | 8,174,463 |
| FMR LLC | $6.0B | 7,847,117 |
| MORGAN STANLEY | $5.0B | 6,494,547 |
| GEODE CAPITAL MANAGEMENT, LLC | $4.6B | 6,083,339 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.5B | 5,956,872 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0B | 5,300,100 |
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Popular Research
Is CRWD a good stock to buy?
13F Pro's AI-powered analysis of CrowdStrike Holdings, Inc. (CRWD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CRWD are available on the CRWD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CRWD is classified as a mega company.
Which hedge funds own CRWD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CRWD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CrowdStrike Holdings, Inc.'s investment landscape.