CRWD
CrowdStrike Holdings, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +3.0% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 1.38M | $358.55M | +1 | n/a |
| 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 | The Vanguard Group ✦ (pasivo) | 23.43M | n/a | $11.93B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 20.31M | n/a | $10.35B | 0.2% | n/c | 1 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (pasivo) | 10.80M | +3.6% | $5.50B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 5.73M | +5.0% | $2.90B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | T. Rowe Price ✦ | 3.26M | +36.7% | $1.66B | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Norges Bank ✦ (pasivo) | 3.22M | +10.4% | $1.64B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 2.83M | n/a | $1.44B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 8 | Arrowstreet Capital ✦ | 630.88K | +11.9% | $321.31M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 9 | Tiger Global Management ✦ | 500.00K | -44.4% | $254.66M | 0.7% | ▼ Trim | 5 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 287.48K | +70.4% | $145.81M | 0.1% | ▲ Add | 5 | SEC ↗ ×7 |
| 11 | Two Sigma Investments ✦ | 282.15K | +2808.7% | $143.70M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 263.03K | +356.2% | $133.96M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Adage Capital Partners ✦ | 214.10K | +9.7% | $109.04M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 14 | ARK Investment Management ✦ | 122.39K | -9.9% | $62.33M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 15 | PRIMECAP Management ✦ | 107.72K | -15.0% | $54.86M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 97.55K | -17.0% | $49.68M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 17 | Marshall Wace ✦ | 94.35K | +49.8% | $48.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 78.81K | +15.4% | $40.14M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 19 | Baillie Gifford ✦ | 28.04K | 0.0% | $14.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | GAMCO Investors ✦ | 16.12K | -1.3% | $8.21M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 21 | Wellington Management ✦ | 13.00K | +7.5% | $6.62M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 22 | Fisher Asset Management ✦ | 2.79K | -24.1% | $1.42M | 0.0% | ▼ Trim | 5 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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 · 1.64K acc. · $414,403
Officer, Director · 160 acc. · $40,915
Officer, Director · 883 acc. · $219,964
Officer, Director · 1.61K acc. · $404,393
Officer, Director · 1.54K acc. · $386,170
Officer, Director · 1.68K acc. · $425,838
Officer, Director · 1.01K acc. · $258,499
Officer, Director · 1.47K acc. · $371,243
Officer, Director · 1.32K acc. · $347,741
Officer, Director · 600 acc. · $156,420
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología