CRWD — CROWDSTRIKE HLDGS INC

Ownership history in Transform Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in CROWDSTRIKE HLDGS INC (CRWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2024 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 688 -32 -4.4% 0.01% $235K $342.16
2024 Q3 INITIATED 720 — — 0.01% $202K $280.47
% of Fund (quarterly)    CRWD price (monthly, adj. close)

Other funds also holding CRWD

As of 2025 Q4 — sorted by position size

AlpInvest Partners B.V. 3Y 7Y 10.99% Stonekeep Investments, LLC 9.93% Arthedge Capital Management, LLC 3Y 8.21% BRANDYWINE MANAGERS, LLC 3Y 7Y 7.5% Kessler Investment Group, LLC 3Y 7Y 5.5% Avalon Global Asset Management LLC 3Y 7Y 5.11% Once Capital Management, LLC 3Y 4.9% Strategy Capital LLC 3Y 4.79% PETERSON WEALTH MANAGEMENT 3Y 4.58% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 4.45%
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