Who Is Buying CrowdStrike? Hedge Fund Activity in 2026
See which hedge funds are buying, selling, or holding CrowdStrike (CRWD) based on latest 13F filings. 5 funds buying, institutional value $14.2B.
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Who Is Buying CrowdStrike? Hedge Fund Activity in 2026
CrowdStrike (CRWD) continues to attract institutional capital as the cybersecurity sector remains one of the most durable growth themes in technology. The latest 13F filings reveal a solidly bullish 5-to-3 buying-to-selling ratio, with several prominent hedge funds increasing their already substantial positions. The cybersecurity platform leader is well-owned and getting more so.
With CRWD trading around $399.11 and 13 active funds tracked, the institutional community is sending a clear signal: cybersecurity spending isn't slowing down, and CrowdStrike is the preferred way to play it.
Quick Answer
Across the funds we read directly from SEC filings, the largest Crowdstrike position in the Q2 2026 13Fs (period ending 30 June 2026) is Renaissance Technologies at $572M (748,960 shares). Measured against the size of each filer's book rather than in dollars, the most concentrated holder is Renaissance Technologies, where Crowdstrike is 0.8% of everything they report. Every figure here is aggregated by CUSIP from the filer's own information table with put/call rows excluded — a 13F lists options beside shares, and adding them together is what produces the inflated stakes quoted elsewhere. Filings lag roughly 45 days: this is positioning as of 30 June 2026, not today, and not investment advice.
Key Stats at a Glance
- 5 funds buying | 3 funds selling | 5 holding steady
- 13 active institutional funds tracked
- Current price: ~$399.11 Index managers such as Vanguard, BlackRock and State Street hold the largest raw positions in almost every large-cap name, because they track the index rather than pick the stock. Among the active filers we read directly from EDGAR, the largest position in the Q2 2026 filings is Renaissance Technologies at $572M (748,960 shares).
The 5-to-3 buying advantage, combined with 5 funds holding steady, suggests broad institutional satisfaction with CrowdStrike's positioning. The majority of institutional holders are either adding or maintaining their exposure.
Who holds Crowdstrike, and how much it matters to them
Read from each filer's Q2 2026 information table (period ending 30 June 2026).
| Fund | Position | Shares | Share of the fund's 13F book |
|---|---|---|---|
| Renaissance Technologies | $572M | 748,960 | 0.8% of $72.62B |
| Citadel Advisors | $214M | 280,115 | 0.1% of $171.84B |
| Millennium Management | $26M | 34,609 | 0.0% of $142.92B |
| Bridgewater Associates | $19M | 24,845 | 0.1% of $24.38B |
The last column is the one worth reading. A multi-strategy fund reporting a $100B+ book can hold a large dollar amount of Crowdstrike that means almost nothing to it, while a concentrated fund holding less in dollars may have several percent of its entire book in the name. Rankings by dollar value hide exactly that difference.
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See your Freedom Runway — freeWho added and who cut
Comparing each filer's Q1 2026 table with its Q2 2026 one, by share count — the change is what shows conviction, not the size of the position.
| Fund | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| Renaissance Technologies | 0 | 748,960 | new position |
| Bridgewater Associates | 4,005 | 24,845 | +520% |
| Millennium Management | 109,772 | 34,609 | -68% |
| Citadel Advisors | 419,018 | 280,115 | -33% |
A fund absent from this table reported no Crowdstrike position in either quarter.
The Bigger Picture for CRWD
CrowdStrike's institutional support reflects a sector-wide conviction that cybersecurity spending will continue to grow regardless of economic conditions. In a world where data breaches can cost companies hundreds of millions in damages, reputational harm, and regulatory penalties, cybersecurity budgets are among the last to be cut during downturns.
The 13-fund coverage count is smaller than some other stocks analyzed this quarter, but the quality of the holders is high. Baker Bros, Appaloosa, Vanguard, State Street, and Citadel represent a cross-section of the most sophisticated institutional capital in the world. Their collective positioning — overwhelmingly bullish — suggests CrowdStrike has earned a durable place in institutional portfolios.
Looking ahead, investors should monitor whether Two Sigma scales its new $5.1 million position in subsequent quarters. New positions from quant funds often start small as testing allocations before scaling if the initial signals prove profitable. An increase from Two Sigma next quarter would add another layer of conviction to CrowdStrike's already strong institutional endorsement.
Track CrowdStrike Institutional Activity
Track CRWD institutional moves in real-time with Freenance Smart Money — we track 35 funds with $21.4T total AUM across 77,111 positions. See who's buying and selling at app.freenance.io/smart-money/ticker/CRWD.
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FAQ
Which hedge funds are increasing CrowdStrike (CRWD) positions according to recent 13F filings?
Index managers such as Vanguard, BlackRock and State Street hold the largest raw positions in almost every large-cap name, because they track the index rather than pick the stock. Among the active filers we read directly from EDGAR, the largest position in the Q2 2026 filings is Renaissance Technologies at $572M (748,960 shares).
How does the Falcon platform support CrowdStrike's institutional appeal?
CrowdStrike's cloud-native, AI-first Falcon platform has expanded from endpoint security into cloud security, identity protection, and IT operations, capturing wallet share as enterprises consolidate vendors. The platform's data-driven threat detection benefits from scale, creating a self-reinforcing advantage that institutional investors view as a structural moat.
Why is the 5-buy-to-3-sell ratio considered bullish for CRWD?
The 5-to-3 buy-sell ratio, combined with 5 funds holding steady, means 10 out of 13 tracked funds are either accumulating or maintaining exposure — a 77% positive-or-neutral rate. The absence of any complete exits also signals that even sellers view CrowdStrike as a core position worth keeping rather than a trade to close.
What does Citadel's reduction in CrowdStrike signal?
Citadel reduced its exposure to $134.4 million, but the remaining position size suggests profit-taking after a strong run rather than a thesis change. Multi-strategy funds like Citadel often trim winners to manage portfolio concentration, and no other large funds followed with full exits.
Which top institutional holders are most exposed to CRWD?
Index managers such as Vanguard, BlackRock and State Street hold the largest raw positions in almost every large-cap name, because they track the index rather than pick the stock. Among the active filers we read directly from EDGAR, the largest position in the Q2 2026 filings is Renaissance Technologies at $572M (748,960 shares).