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Why CrowdStrike Holdings (CRWD) Stock Is Down Today

Investivoq PriceTracker

CrowdStrike Holdings (CRWD) is down 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a broader pullback in high-multiple technology and AI-related stocks rather than a new company-specific negative announcement. Recent insider selling by CEO George Kurtz and the lack of a fresh near-term catalyst may also be adding pressure to sentiment.

Details:

  • There does not appear to be a new negative operating update from CrowdStrike today, which suggests the move is more tied to market and sector positioning than to a change in fundamentals.
  • Recent SEC filings show George Kurtz sold CrowdStrike shares under a Rule 10b5-1 trading plan, a development that can still weigh on investor sentiment even when prearranged.
  • CrowdStrike recently announced it will report fiscal third-quarter 2027 results on December 1, 2026, leaving the stock without an immediate company event to offset broader tech weakness.
  • This could also be because investors are trimming richly valued cybersecurity and AI-adjacent names as risk appetite shifts across the Nasdaq.
  • Sources:

    Associated Press, CrowdStrike Investor Relations, SEC

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $CRWD Insider Trading Activity

    CRWD Insider Trades

    $CRWD insiders have traded $CRWD stock on the open market 1842 times in the past 6 months. Of those trades, 0 have been purchases and 1842 have been sales.

    Here’s a breakdown of recent trading of $CRWD stock by insiders over the last 6 months:

    • GEORGE KURTZ (PRESIDENT AND CEO) has made 0 purchases and 1623 sales selling 1,130,623 shares for an estimated $298,984,053.
    • BURT W. PODBERE (CHIEF FINANCIAL OFFICER) has made 0 purchases and 34 sales selling 537,612 shares for an estimated $142,797,843.
    • MICHAEL SENTONAS (PRESIDENT) has made 0 purchases and 11 sales selling 304,023 shares for an estimated $84,146,605.
    • SAMEER K GANDHI has made 0 purchases and 132 sales selling 135,183 shares for an estimated $44,921,539.
    • GERHARD WATZINGER has made 0 purchases and 8 sales selling 130,000 shares for an estimated $35,592,101.
    • ROXANNE S AUSTIN has made 0 purchases and 2 sales selling 50,000 shares for an estimated $11,880,000.
    • ANURAG SAHA (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 10 sales selling 35,010 shares for an estimated $10,332,358.
    • CARY DAVIS has made 0 purchases and 2 sales selling 29,940 shares for an estimated $7,365,117.
    • DENIS OLEARY sold 14,500 shares for an estimated $2,724,115
    • JOHANNA FLOWER has made 0 purchases and 19 sales selling 10,298 shares for an estimated $2,276,597.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $CRWD Hedge Fund Activity

    We have seen 1,356 institutional investors add shares of $CRWD stock to their portfolio, and 1,255 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • ASCENTIS WEALTH MANAGEMENT, LLC removed 16,566,879 shares (-99.9%) from their portfolio in Q3 2026, for an estimated $4,386,081,215
    • PRICE T ROWE ASSOCIATES INC /MD/ removed 12,300,773 shares (-74.1%) from their portfolio in Q2 2026, for an estimated $2,346,802,976
    • FMR LLC added 8,753,191 shares (+27.9%) to their portfolio in Q3 2026, for an estimated $2,317,407,317
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. removed 7,972,808 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $2,110,800,918
    • BANK OF AMERICA CORP /DE/ removed 7,068,281 shares (-74.3%) from their portfolio in Q2 2026, for an estimated $1,348,521,990
    • LEGAL & GENERAL GROUP PLC removed 5,958,481 shares (-76.4%) from their portfolio in Q2 2026, for an estimated $1,136,788,797
    • JPMORGAN CHASE & CO added 4,957,275 shares (+15.2%) to their portfolio in Q3 2026, for an estimated $1,312,438,556

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $CRWD Congressional Stock Trading

    Members of Congress have traded $CRWD stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $CRWD stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 07/17, 05/15 and 0 sales.
    • REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 07/15.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $CRWD Analyst Ratings

    Wall Street analysts have issued reports on $CRWD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Stifel issued a "Buy" rating on 07/07/2026
    • UBS issued a "Buy" rating on 06/04/2026
    • Citigroup issued a "Buy" rating on 06/04/2026

    To track analyst ratings and price targets for $CRWD, check out Investivoq's $CRWD forecast page.

    $CRWD Price Targets

    Multiple analysts have issued price targets for $CRWD recently. We have seen 33 analysts offer price targets for $CRWD in the last 6 months, with a median target of $720.0.

    Here are some recent targets:

    • Mike Cikos from Needham set a target price of $235.0 on 07/09/2026
    • Yi Fu Lee from Benchmark set a target price of $230.0 on 07/08/2026
    • Roger Boyd from UBS set a target price of $235.0 on 07/07/2026
    • Keith Weiss from Morgan Stanley set a target price of $172.0 on 07/07/2026
    • Adam Borg from Stifel set a target price of $220.0 on 07/07/2026
    • Saket Kalia from Barclays set a target price of $169.0 on 07/06/2026
    • Catharine Trebnick from Rosenblatt set a target price of $825.0 on 06/23/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.