CRWD
CrowdStrike Holdings, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares -4.8% ·
flujo de acciones -24.0% ·
nuevas posiciones netas -5.0%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 1.38M | $358.55M | +1 | −1 |
| Q2 2026 | 172 | 0 | 158.14M | $119.00B | +7 | −8 |
| Q1 2026 | 176 | -1 | 148.93M | $58.13B | +5 | −7 |
| Q4 2025 | 176 | +1 | 162.73M | $76.22B | +2 | n/a |
| Q3 2025 | 23 | -1 | 90.49M | $44.36B | +1 | −3 |
| Q2 2025 | 22 | 0 | 72.32M | $36.82B | n/a | n/a |
| Q1 2025 | 19 | -3 | 23.65M | $8.33B | n/a | −3 |
| Q4 2024 | 22 | +1 | 22.72M | $7.77B | +2 | −1 |
| Q3 2024 | 20 | -1 | 12.15M | $3.40B | +2 | −3 |
| Q2 2024 | 21 | n/a | 15.98M | $6.12B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 4.89M | +2.0% | $1.37B | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Norges Bank ✦ (pasivo) | 2.75M | -0.1% | $771.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 1.73M | -19.6% | $485.82M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Tiger Global Management ✦ | 900.00K | 0.0% | $252.42M | 1.1% | Held | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 393.63K | -36.0% | $110.40M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | D. E. Shaw & Co. ✦ | 288.98K | -68.9% | $81.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 226.26K | -60.9% | $63.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 212.60K | -3.9% | $59.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | ARK Investment Management ✦ | 143.99K | +43.4% | $40.38M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 10 | PRIMECAP Management ✦ | 136.54K | -31.7% | $38.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 94.84K | +154.2% | $26.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 84.86K | -0.2% | $23.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 75.75K | +48.7% | $21.25M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 60.08K | -80.3% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 41.08K | -90.1% | $11.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Baillie Gifford ✦ | 37.44K | Nuevo | $10.50M | 0.0% | New | 1 | SEC ↗ ×3 |
| 17 | Soros Fund Management ✦ | 35.28K | Nuevo | $9.89M | 0.3% | New | 1 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 20.20K | +15.6% | $5.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 15.56K | -98.2% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 2.23K | +17.9% | $625,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Baillie Gifford | $10.50M | 0.0% |
| Soros Fund Management | $9.89M | 0.3% |
Posición cerrada
| Coatue Management | $182.88M | era 0.7% |
| Renaissance Technologies | $177.79M | era 0.3% |
| Bridgewater Associates | $2.74M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,060 tenedores, 171.62M acciones, $64.09B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 160 acc. · $36,930
Officer, Director · 360 acc. · $84,820
Director · 211 acc. · $51,993
Director · 200 acc. · $47,216
Officer, Director · 120 acc. · $27,553
Director · 461 acc. · $107,630
Director · 800 acc. · $188,200
Director · 80 acc. · $18,368
Director · 80 acc. · $19,625
Director · 69 acc. · $17,068
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología