CRWD β€” CROWDSTRIKE HLDGS INC

Ownership history in Western Financial Corp/CA  Β·  8 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported CROWDSTRIKE HLDGS INC (CRWD) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.65% in 2025 Q3. The latest visible filing shows CRWD at 1.44% 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 Western Financial Corp/CA's position in CROWDSTRIKE HLDGS INC, 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
2025 Q4

CRWD was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

How Western Financial Corp/CA held CRWD β€” position size vs. price
% of Fund (quarterly)    CRWD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,725 -18 -0.2% 1.44% $3.6M 2026-02-14 (Est.) $429.64
2025 Q3 ADDED 7,743 +3,335 +75.7% 1.65% $3.8M 2025-10-21 $503.95
2025 Q2 ADDED 4,408 +1,228 +38.6% 1.20% $2.2M 2025-07-17 $469.83
2025 Q1 REDUCED 3,180 -807 -20.2% 0.65% $1.1M 2025-04-23 $385.75
2024 Q4 REDUCED 3,987 -116 -2.8% 0.75% $1.4M 2025-01-24 $374.92
2024 Q3 REDUCED 4,103 -1,750 -29.9% 0.65% $1.2M 2024-10-21 $309.55
2024 Q2 REDUCED 5,853 -698 -10.7% 1.35% $2.2M 2024-07-19 $304.96
2024 Q1 INITIATED 6,551 β€” β€” 1.29% $2.1M 2024-04-24 $297.62

FAQ About Western Financial Corp/CA and CRWD

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

How long has Western Financial Corp/CA reported owning CRWD?

Western Financial Corp/CA reported CRWD across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CRWD position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for CRWD was 1.65% in 2025 Q3.

What is the latest reported CRWD position on this page?

The most recent filing on this page is 2025 Q4, when Western Financial Corp/CA reported 7,725 shares, equal to 1.44% of portfolio, with an estimated market value of $3.6M.

What does the chart on this CRWD ownership page compare?

The chart compares Western Financial Corp/CA'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.

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