Joel Greenblatt's CRWD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 276,204 shares of CrowdStrike Holdings, Inc. (CRWD) worth $26.96 M, representing 0.08% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CRWD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 99,220 shares. Largest reduction occurred in Q1 2026, reducing 70,684 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's CrowdStrike Holdings (CRWD) Holding Value Over Time
Track share changes against reported price movement
Quarterly CrowdStrike Holdings (CRWD) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -70,684 | Reduce 20.38% | 276,204 | $97.60 |
| Q4 2025 | +5,692 | Add 1.67% | 346,888 | $117.19 |
| Q3 2025 | +25,960 | Add 8.24% | 341,196 | $122.60 |
| Q2 2025 | +42,068 | Add 15.40% | 315,236 | $127.33 |
| Q1 2025 | +5,704 | Add 2.13% | 273,168 | $88.14 |
| Q4 2024 | -35,556 | Reduce 11.73% | 267,464 | $85.54 |
| Q3 2024 | +99,220 | Add 48.68% | 303,020 | $70.12 |
| Q2 2024 | +78,080 | Add 62.11% | 203,800 | $95.80 |
| Q1 2024 | -21,152 | Reduce 14.40% | 125,720 | $80.15 |
| Q4 2023 | -35,876 | Reduce 19.63% | 146,872 | $63.83 |
| Q3 2023 | +26,932 | Add 17.28% | 182,748 | $41.84 |
| Q2 2023 | +56,456 | Add 56.82% | 155,816 | $36.72 |
| Q1 2023 | +83,684 | Add 533.84% | 99,360 | $34.31 |
| Q4 2022 | -16,048 | Reduce 50.59% | 15,676 | $26.32 |
| Q3 2022 | +15,168 | Add 91.62% | 31,724 | $41.20 |
| Q2 2022 | -43,720 | Reduce 72.53% | 16,556 | $42.16 |
| Q1 2022 | +60,276 | New Buy | 60,276 | $56.77 |
| Q2 2021 | -26,488 | Sold Out | 0 | $0.00 |
| Q1 2021 | -8,908 | Reduce 25.17% | 26,488 | $45.64 |
| Q4 2020 | +1,028 | Add 2.99% | 35,396 | $52.94 |
| Q3 2020 | -9,628 | Reduce 21.88% | 34,368 | $34.33 |
| Q2 2020 | +43,996 | New Buy | 43,996 | $25.07 |
Joel Greenblatt's CrowdStrike Holdings Investment FAQs
Joel Greenblatt first purchased CrowdStrike Holdings, Inc. (CRWD) in Q2 2020, acquiring 43,996 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held CrowdStrike Holdings, Inc. (CRWD) for 22 quarters since Q2 2020.
Joel Greenblatt's largest addition to CrowdStrike Holdings, Inc. (CRWD) was in Q3 2024, adding 303,020 shares worth $21.25 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 276,204 shares of CrowdStrike Holdings, Inc. (CRWD), valued at approximately $26.96 M.
As of the Q1 2026 filing, CrowdStrike Holdings, Inc. (CRWD) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in CrowdStrike Holdings, Inc. (CRWD) was 346,888 shares, as reported at the end of Q4 2025.