CrowdStrike Holdings, Inc.
MX ˙ BMV ˙ US22788C1053
SecurityMX:CRWD / CrowdStrike Holdings, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership6,068 shares
Latest Disclosed Value $ 2,369,008
Wealthcare Advisory Partners LLC reports 6.25% increase in ownership of CRWD / CrowdStrike Holdings, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 6,068 shares of CrowdStrike Holdings, Inc. (MX:CRWD) valued at $2,369,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 5,711 shares of CrowdStrike Holdings, Inc.. This represents a change in shares of 6.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F CROWDSTRIKE HLDGS CL A 22788C105 6,068 357 6.25 2,369 -11.51 0.0461
2026-01-14 2025-12-31 13F CROWDSTRIKE HLDGS CL A 22788C105 5,711 -120 -2.06 2,677 -6.37 0.0526
2025-11-07 2025-09-30 13F CROWDSTRIKE HLDGS CL A 22788C105 5,831 -275 -4.50 2,859 -8.04 0.0596
2025-07-22 2025-06-30 13F CROWDSTRIKE HLDGS CL A 22788C105 6,106 120 2.00 3,110 47.35 0.0709
2025-04-15 2025-03-31 13F CROWDSTRIKE HLDGS CL A 22788C105 5,986 -31 -0.52 2,111 2.53 0.0566
2025-01-15 2024-12-31 13F CROWDSTRIKE HLDGS CL A 22788C105 6,017 259 4.50 2,059 27.51 0.0572
2024-11-04 2024-09-30 13F CROWDSTRIKE HLDGS CL A 22788C105 5,758 -43 -0.74 1,615 -27.36 0.0460
2024-08-12 2024-06-30 13F CROWDSTRIKE HLDGS CL A 22788C105 5,801 558 10.64 2,223 32.26 0.0694
2024-04-15 2024-03-31 13F CROWDSTRIKE HLDGS CL A 22788C105 5,243 -402 -7.12 1,681 16.59 0.0551
2024-02-06 2023-12-31 13F CROWDSTRIKE HLDGS CL A 22788C105 5,645 62 1.11 1,441 54.28 0.0573
2023-10-12 2023-09-30 13F CROWDSTRIKE HLDGS CL A 22788C105 5,583 1,062 23.49 934 40.87 0.0429
2023-07-17 2023-06-30 13F CROWDSTRIKE HLDGS CL A 22788C105 4,521 655 16.94 664 25.09 0.0297
2023-05-04 2023-03-31 13F CROWDSTRIKE HLDGS CL A 22788C105 3,866 -104 -2.62 531 26.79 0.0228
2023-02-13 2022-12-31 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 3,970 861 27.69 418 -18.36 0.0200
2022-11-14 2022-09-30 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 3,109 50 1.63 512 -0.78 0.0292
2022-08-15 2022-06-30 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 3,059 -290 -8.66 516 -32.11 0.0312
2022-04-15 2022-03-31 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 3,349 785 30.62 760 44.76 0.0462
2022-02-11 2021-12-31 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 2,564 142 5.86 525 -11.76 0.0314
2021-11-15 2021-09-30 13F CROWDSTRIKE HLDGS INC CL A Equity 22788C105 2,422 9 0.37 595 -1.82 0.0389
2021-08-16 2021-06-30 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 2,413 458 23.43 606 69.75 0.0406
2021-04-30 2021-03-31 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 1,955 310 18.84 357 2.59 0.0259
2021-02-12 2020-12-31 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 1,645 60 3.79 348 59.63 0.0309
2020-10-29 2020-09-30 13F CROWDSTRIKE HLDGS INC CL A COMMON 22788C105 1,585 1,585 218 0.0239
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.