CrowdStrike Holdings, Inc. (CRWD)
SEC filings, insider trading & institutional ownership from EDGAR.
CrowdStrike, founded in 2011, provides cloud-native, AI-driven cybersecurity through its CrowdStrike Falcon platform, which it describes as the operating system for cybersecurity. The platform uses a single lightweight sensor to collect data from endpoints, cloud workloads, identities, and third-party sources. That data is ingested once and reused across multiple security functions for detection, investigation, and response. The company says it has defined a category called the AI Security Cloud, which correlates trillions of security events per week with threat intelligence and enterprise data to train AI models that prevent threats. The goal is to consolidate and replace legacy point products and fragmented platforms.
Falcon is sold through a SaaS subscription model and offered 33 cloud modules at the time of the filing (32 as of January 31, 2026). The modules cover endpoint and workspace security (next-generation antivirus, EDR and XDR); cloud security (runtime protection, cloud and application security posture management); exposure management (IT hygiene, vulnerability management, external attack surface management); identity protection; next-generation SIEM and log management; data protection; IT automation and ITSecOps; threat intelligence; SaaS security posture management; SOAR and workflow automation; and security for generative AI systems. Services include Falcon Complete managed detection and response, Falcon OverWatch threat hunting, and professional services. Underlying technologies include the Enterprise Graph, which unifies the Threat Graph, Intel Graph, and Asset Graph. The Charlotte AI agentic assistant automates triage and response within customer-defined guardrails. The Foundry app development platform and open APIs let customers and partners build their own capabilities on Falcon.
CrowdStrike serves organizations across industries, including technology, transportation, healthcare, financial services, government, utilities, and retail, with a focus on hybrid and cloud environments. Its offerings address growing and more distributed attack surfaces, a shortage of cybersecurity talent, and demand for simpler security stacks with fewer products and agents. Managed services such as Falcon Complete are aimed at companies that lack the resources or expertise to run enterprise-level security themselves. The company cites its 2026 Global Threat Report, which found 82% of detections were malware-free.
CrowdStrike positions itself against on-premise and bolt-on cloud security products, legacy signature-based antivirus, malware-focused tools, application whitelisting, legacy SIEMs, and fragmented platforms assembled through acquisitions. It emphasizes its cloud-native architecture, crowdsourced data network effect, high efficacy with low false positives, rapid deployment with no reboots or hardware purchases, and lower total cost of ownership. The text does not describe its suppliers, manufacturing, or headquarters.
AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $3.59B |
| Operating income | -$293.29M |
| Diluted EPS | -$0.65 |
| Gross margin | 74.7% |
| Net margin | -3.4% |
Revenue by region
FY2026 geographic segments • from the 10-K
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed |
|---|---|
| 4Kurtz George | Nov 6, 2026 |
| 4Kurtz George | Nov 5, 2026 |
| 4Kurtz George | Nov 5, 2026 |
| 4GANDHI SAMEER K | Nov 4, 2026 |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Kurtz George | Nov 5, 2026 | Sell |
| Kurtz George | Nov 4, 2026 | Sell |
| Kurtz George | Nov 3, 2026 | Sell |
| GANDHI SAMEER K | Nov 2, 2026 | Sell |
| Podbere Burt W. | Nov 2, 2026 | Sell |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 8.5% | Aug 7, 2026 | $16.67B |
| Vanguard Capital Management | 6.3% | Aug 13, 2026 | $12.37B |
| STATE STREET CORPORATION | 4.5% | Sep 22, 2026 | $8.84B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.9% | Aug 14, 2026 | $7.61B |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | Nov 6, 2026 | $6.51B |
Executive pay and the vote
From the FY2026 proxy statement (DEF 14A), filed May 5, 2026
Figures come from the company’s proxy statement, and the vote count from its 8-K.
The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.
Sign up free →Latest 10-Q takeaways
filed Aug 27, 2026CrowdStrike reports strong growth (26% revenue, 25% ARR growth) and a return to GAAP profitability with robust cash flow, in a mostly factual and backward-looking presentation. This is tempered by continued disclosure of July 19 Incident effects, litigation uncertainty, elongated sales cycles, and an accumulated deficit. Automated screens found no red flags in this filing.
Written by Scrutar's AI from CRWD's SEC filings. Check anything you rely on against the filing. Not investment advice.
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Companies related to CRWD
Peers identified from CRWD's own SEC filings.
Data as of Nov 8, 2026Source: SEC EDGAR.