Insider Cluster (2 insiders) ·Filed Jul 22, 2026

CRWD

CrowdStrike Holdings, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago
Insider cluster: 2 insiders, $2.9M total
Actionable Insight • Neutral

The dollar value of these sales is trivial relative to CRWD's market cap. CEO Kurtz's 20-trade pattern over 5 days suggests a pre-arranged 10b5-1 plan or systematic diversification, not a bearish signal. O'Leary's single-block sale is also routine for a director. No actionable trading signal from this cluster alone. Monitor next 8-K earnings release for any fundamental changes.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
CRWD ▲ +7.01% at T+20d
NEUTRAL call ✓ call won +7.01% · α vs SPY +4.11% · entry $188.42 → $201.63
Next anchor: T+60d in 12d
Latest observation: T+48 -16.85% FF3 residual α
Entry anchored
Jul 21, 05:12 PM ET
via exchange tick
T+1d
-2.65%
call -2.65% · α -1.42%
$183.42
settled 2mo ago
T+5d
-4.80%
call -4.80% · α -2.40%
$179.38
settled 2mo ago
T+20d
+7.01%
call +7.01% · α +4.11%
$201.63
settled 6w ago
T+60d
—
call — · α —
—
in 12d

Price Chart

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Executive Summary

CEO George Kurtz and Director Denis O'Leary sold a combined $2.91M in CRWD stock over a 7-day window. Kurtz executed 20 separate open-market sales totaling ~$3.9M, while O'Leary sold $2.72M in a single block. The total sales represent ~0.0014% of CRWD's $202.1B market cap — a trivial amount that does not signal a bearish view. The cluster is overwhelmingly sell-side but immaterial relative to company size, consistent with routine portfolio diversification or 10b5-1 plan activity.

Key Financial Metrics

Direction
selling
Total Value
$2.9M
Insiders
2

Key Facts

  • CEO George Kurtz sold ~$3.9M across 20 open-market trades on July 16-20, 2026
  • Director Denis O'Leary sold $2.72M in a single block on July 13, 2026
  • Total cluster value of $2.91M represents ~0.0014% of CRWD's $202.1B market cap
  • No insider buying activity in the cluster window
  • Prior 30-day insider activity shows 10 sells totaling $2.0M — consistent pattern of routine sales

Financial Impact

Total insider sales of $2.91M against a $202.1B market cap — economically negligible

Risk Factors

  • CEO selling a large number of small lots could be misread by retail as bearish, creating short-term noise
  • No insider buying to offset the sell-side signal — but this is normal for a $200B+ company

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
75% bullish (60 analysts)

Investment Themes

Cloud & SaaSCybersecurity

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CRWD-1784679333867
60 reports for CRWD
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+60▲ +65.79%Apr 27, 2026
Filters
Rows
Reports for CRWD — sortable, filterable
TypeNow
Sep 16, 2026
16d ago
144
NEUTRAL ★ 3/10
$241.36 $262.49▲ +8.75%▲ +6.93%$270.04 (+11.88%)
Sep 16, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
$241.36 $262.49▼ −8.75%▼ −6.93%$270.04 (−11.88%)
Sep 11, 2026
21d ago
S-3ASR
NEUTRAL ★ 2/10
$235.38 $249.35▲ +5.94%▲ +4.28%$270.04 (+14.73%)
Sep 10, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$208.86 $245.70▲ +17.64%▲ +18.14%$270.04 (+29.29%)
Sep 5, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$210.02 $242.49▲ +15.46%▲ +16.58%$270.04 (+28.58%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$214.97 $206.74▼ −3.83%▼ −2.68%$270.04 (+25.62%)
Aug 13, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$225.53 $190.34▼ −15.60%▼ −13.64%$270.04 (+19.74%)
Aug 12, 2026
7w ago
Institutional Cluster
MIXED ★ 4/10
$221.78 $201.63▼ −9.09%▼ −8.64%$270.04 (+21.76%)
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$221.90 $212.92▼ −4.05%▼ −3.64%$270.04 (+21.69%)
Aug 7, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$214.42 $216.95▲ +1.18%▲ +0.78%$270.04 (+25.94%)
Showing 10 of 60

US Market Status

Market Closed — Opens Mon (64h 10m)

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Report published Jul 22, 2026