Dale Q Rice Investment Management Ltd CRWD — CROWDSTRIKE HLDGS INC CLASS A

Ownership history in Dale Q Rice Investment Management Ltd  ·  6 quarters on record

AI Ownership Summary

Dale Q Rice Investment Management Ltd reported CROWDSTRIKE HLDGS INC CLASS A (CRWD) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.3% in 2026 Q3. The latest visible filing shows CRWD at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dale Q Rice Investment Management Ltd's position in CROWDSTRIKE HLDGS INC CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CRWD was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRWD stock page Dale Q Rice Investment Management Ltd fund profile Dale Q Rice Investment Management Ltd full holdings
How Dale Q Rice Investment Management Ltd held CRWD — position size vs. price
% of Fund (quarterly)    CRWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,084 +1,563 +300.0% 0.30% $552K 2026-10-09 $275.04
2026 Q2 UNCHANGED — — — 521 — 0% 0.22% $398K 2026-08-07 $214.42
2026 Q1 ADDED — — — 521 +79 +17.9% 0.15% $203K 2026-05-08 $131.94
2025 Q4 REDUCED — — — 442 -1 -0.2% 0.15% $207K 2026-01-30 $110.35
2025 Q3 REDUCED — — — 443 -11 -2.4% 0.16% $226K 2025-10-15 $122.25
2025 Q2 INITIATED — — — 454 — — 0.18% $214K 2025-07-29 $116.38

🏢 Other funds also holding CRWD

As of 2026 Q3 — sorted by position size

Reliant Investment Management, LLC 3Y 7Y 6.7% JERICHO FINANCIAL, LLP 5.35% Processus Wealth & Capital Management, LLC 5.16% VERUS WEALTH MANAGEMENT, LLC 4.92% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 4.67% GFG Capital, LLC 3Y 4.57% NFSG Corp 3Y 4.32% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 4.1% Aurora Investment Managers, LLC. 3Y 4.08% Clay Northam Wealth Management, LLC 3Y 4.02%

FAQ About Dale Q Rice Investment Management Ltd and CRWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dale Q Rice Investment Management Ltd reported owning CRWD?

Dale Q Rice Investment Management Ltd reported CRWD across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported CRWD position in Dale Q Rice Investment Management Ltd's portfolio?

The largest reported portfolio weight for CRWD was 0.30% in 2026 Q3.

What is the latest reported CRWD position on this page?

The most recent filing on this page is 2026 Q3, when Dale Q Rice Investment Management Ltd reported 2,084 shares, equal to 0.30% of portfolio, with an estimated market value of $552K.

What does the chart on this CRWD ownership page compare?

The chart compares Dale Q Rice Investment Management Ltd's quarterly CRWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dale Q Rice Investment Management Ltd time their CRWD position?

Based on 13F filing dates vs. subsequent CRWD price moves, Dale Q Rice Investment Management Ltd correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CRWD relative to SPY over the holding period was +985.9%.

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