CRWD at a glance
CrowdStrike Holdings (CRWD, SEC CIK 1535527) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), CrowdStrike Holdings (CRWD) reported revenue of $4.8 billion (up 21.7% from FY2025) and a net loss of $162.5 million. Diluted EPS was -$0.65.
- As of June 30, 2026, 55 institutional investment managers tracked by SignalX reported holding CrowdStrike Holdings (CRWD) shares worth $83.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kurtz George on October 5, 2026 of 400 shares at $269.40 per share.
- In the last 90 days, CRWD insiders reported 0 open-market purchases ($0) and 672 open-market sales ($448.7M) on Form 4, a net sale of $448.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $4.8B
- +21.7% vs prior year
- Insiders · 90 days
- 0 buys · 672 sells
- Net −$448.7M
- 13F holders
- 55 funds
- $83.3B · +8 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Risk Factors
- July 19 Incident triggered securities class actions, derivative suits, and governmental inquiries; insurance expected to fall short of total costs
- GDPR/EU AI Act exposure: fines up to EUR 20M or 4% of global revenue; UK Data Use and Access Act 2025 creating divergent compliance regime
- Heavy reliance on AWS as primary cloud infrastructure; contract termination would cause platform interruptions with no guaranteed alternative timeline
- Competitors exploiting July 19 Incident to poach customers; rivals may integrate AI into security products faster than CrowdStrike
- $750M senior notes outstanding with restrictive covenants; net loss of $162.5M in fiscal 2026 and accumulated deficit of $1.3B
Management Discussion & Analysis
- Total revenue $4.81B, up $858M (+22%) YoY; subscription $4.56B (+21%), professional services $247M (+29%)
- Operating margin -6% vs -3% YoY; gross margin flat; net loss widened to $162.5M from $15.2M loss
- Operating cash flow $1.61B vs $1.38B; capex $302M; no dividends or buybacks disclosed; $382M on acquisitions
- ARR $5.25B, up 24% YoY; $5.2B cash on hand; $750M Senior Notes due fiscal 2030
- July 19 Incident driving elongated sales cycles, customer discounting, and $82.4M incremental G&A costs; two post-period acquisitions (SGNL.AI $628M, Seraphic $327M) signal continued M&A pace
Business Overview
- AI-native cloud cybersecurity platform (Falcon) delivered via SaaS, 33 modules across endpoint, identity, cloud, SIEM, and AI security
- New "AI Detection and Response" (AIDR) module for securing generative AI apps/agents; Charlotte AI expanded to agentic autonomous security decisions
- Introduced "AI Security Cloud" as a defined new category; repositioned Falcon as the "operating system for cybersecurity" consolidating entire security stack
- International revenue grew from $1,270.7M to $1,595.4M (+26% YoY); 25 of 50 U.S. states standardized on CrowdStrike at enterprise level; 88,000+ customers; 10,698 employees; $4.2B backlog; 115% dollar-based net retention rate
- 82% of 2025 detections were malware-free per CrowdStrike's own 2026 Global Threat Report: underscoring the obsolescence of traditional malware-centric defenses and validating their identity/behavioral approach
AI summary of the CRWD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Filing text contains no quarterly revenue, YoY comparison, or profitability percentages
- Segment or product-line performance figures not provided
- Cash position, operating cash flow, and capital deployment figures not provided
- Near-term outlook limited to continued investment in sales, marketing, research, and development
- July 19 Incident litigation, claims, and inquiries remain notable headwinds
Risk Factors
- Newly highlighted LogScale risk: April 2026 path-traversal vulnerability required a security fix and public advisory
- July 19 Incident remains the most materially updated risk, with ongoing customer losses, incentives, litigation, and government inquiries
- Regulatory exposure: authorities may impose undertakings, injunctions, consent decrees, or other penalties tied to the July 19 Incident
- Near-term competitive risk: rivals are aggressively targeting customers and partners following the July 19 Incident
- Financial risk: accumulated deficit reached $1.2 billion as of July 31, 2026
AI summary of the CRWD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended July 31, 2026 results announced by CrowdStrike
- Press release furnished as Exhibit 99.1 contains financial figures and management commentary
Item 5.07: Submission of Matters to a Vote of Security Holders
- Johanna Flower and Denis J. O’Leary elected as Class I directors through 2029 annual meeting
- PwC ratified as independent auditor for fiscal year ending January 31, 2027, with 207,551,102 votes for
Item 8.01: Other Events
- Four-for-one Class A stock split approved as a stock dividend
- Record date June 25, 2026; three additional shares per share held
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended April 30, 2026 results announced
- Press release furnished as Exhibit 99.1 contains financial figures and management commentary
AI summaries of CRWD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CRWD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kurtz George | Sell | Oct 5, 2026 | 400 | $269.40 |
| Kurtz George | Sell | Oct 5, 2026 | 720 | $270.31 |
| Kurtz George | Sell | Oct 5, 2026 | 3,005 | $271.41 |
| Kurtz George | Sell | Oct 5, 2026 | 5,075 | $272.26 |
| Kurtz George | Sell | Oct 5, 2026 | 760 | $273.02 |
| Kurtz George | Sell | Oct 5, 2026 | 40 | $274.08 |
| Kurtz George | Sell | Oct 2, 2026 | 1,920 | $268.47 |
| Kurtz George | Sell | Oct 2, 2026 | 5,000 | $269.40 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.1B | $4.0B | $4.8B |
| Gross Profit | - | $3.0B | $3.6B |
| Operating Income | - | -$120.4M | -$293.3M |
| Net Income | - | -$19.3M | -$162.5M |
| Gross Margin | - | 74.9% | 74.7% |
| Op. Margin | - | -3.0% | -6.1% |
| Net Margin | - | -0.5% | -3.4% |
| Balance Sheet | |||
| Total Assets | - | $8.7B | $11.1B |
| Equity | - | $3.3B | $4.4B |
| ROE | - | -0.6% | -3.7% |
| Per Share | |||
| EPS | - | $-0.08 | $-0.65 |
| Cash Flow | |||
| Operating CF | - | $1.4B | $1.6B |
| CapEx | $176.5M | $254.9M | $302.1M |
Source: XBRL data in CrowdStrike Holdings (CRWD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CRWD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 55 | $83.31B |
| Q1 2026 | 47 | $38.01B |
| Q4 2025 | 46 | $48.85B |
| Q3 2025 | 45 | $52.33B |
| Q2 2025 | 47 | $52.48B |
| Q1 2025 | 43 | $26.55B |
| Q4 2024 | 37 | $19.42B |
| Q3 2024 | 31 | $8.91B |
- JPMorgan Chase & Co+4.59M (+128%)
- FMR LLC (Fidelity)+4.41M (+128%)
- Invesco Ltd+735.4K (+10%)
- BlackRock+472.8K (+2%)
- State Street Corp+446.7K (+4%)
- Two Sigma Investments−584.4K (-96%)
- Citadel Advisors LLC−138.9K (-33%)
- Vanguard Portfolio Management LLC−76.9K (-1%)
- Millennium Management−75.2K (-68%)
- AQR Capital Management−68.2K (-23%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 351 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CRWD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
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CRWD SEC filings: frequently asked questions
Are CRWD insiders buying or selling?
In the last 90 days, CrowdStrike Holdings (CRWD) officers, directors and 10% owners reported no open-market purchases and 672 open-market sales worth $448.7 million by 9 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CRWD stock?
As of June 30, 2026, the largest CrowdStrike Holdings (CRWD) holders among the 13F filers tracked by SignalX were BlackRock ($16.7 billion), Vanguard Capital Management LLC ($12.4 billion), State Street Corp ($8.8 billion), Invesco Ltd ($6.4 billion), JPMorgan Chase & Co ($6.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CRWD's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), CrowdStrike Holdings (CRWD) reported revenue of $4.8 billion (up 21.7% from FY2025) and a net loss of $162.5 million. Diluted EPS was -$0.65. The figures come from the XBRL data in the 10-K.
What are the main risks in CRWD's latest 10-K?
In the 10-K filed March 5, 2026, CrowdStrike Holdings (CRWD) flagged: July 19 Incident triggered securities class actions, derivative suits, and governmental inquiries; insurance expected to fall short of total costs. GDPR/EU AI Act exposure: fines up to EUR 20M or 4% of global revenue; UK Data Use and Access Act 2025 creating divergent compliance regime. (AI summary of the Risk Factors section.)
What did CRWD report in its latest 8-K?
CrowdStrike Holdings (CRWD) filed an 8-K on August 26, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended July 31, 2026 results announced by CrowdStrike.
What are the latest CRWD SEC filings?
CrowdStrike Holdings (CRWD) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on October 6, 2026.
What is CRWD's SEC CIK number?
CrowdStrike Holdings (CRWD)'s SEC Central Index Key (CIK) is 1535527. EDGAR lists every CRWD filing under that number.
Ask anything about CRWD
The research agent reads CRWD's filings, financials, insider trades and 13F holders, then answers with sources.