Monitor upcoming Q4 2026 13F filings to see if these positions were maintained or trimmed — the 45-day lag means the cluster's conviction may have already been tested by subsequent events. Watch for any insider buying (Form 4) to corroborate the institutional thesis.
Executive Summary
Four institutional asset managers accumulated $328.4M net in CrowdStrike during Q3 2026, led by a massive new $93M position from Congress Asset Management and a $212.6M increase from Assenagon Asset Management. No institutional sellers were detected in this cluster, indicating strong conviction in the company's cybersecurity growth thesis. The 45-day reporting lag means the cluster may have been partially unwound, but the unanimous buying direction is notable.
Key Financial Metrics
Institutional Positions
Net institutional flow: $328.4M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Congress Asset Management | NEW | +0% | $93.0M | $93.0M |
| Assenagon Asset Management | DOUBLED | +2610.5% | $218.4M | $212.6M |
| Concurrent Investment Advisors | ADD | +30.5% | $50.5M | $22.6M |
| Atwood & Palmer | DOUBLED | +300% | $526.0K | $147.0K |
Key Facts
- 4 institutional buyers with net aggregate accumulation of $328.4M
- 0 institutional sellers in the cluster
- Congress Asset Management initiated a new $93.0M position
- Assenagon Asset Management more than 26x'd its position to $218.4M
- Atwood & Palmer tripled its small position to $526K
- Concurrent Investment Advisors added 30.5% to reach $50.5M
- All four buyers are active asset managers, not passive/index funds
Financial Impact
4 institutions accumulated $328.4M net in CRWD during Q3 2026, with total current holdings of $362.4M. No selling was detected in the cluster.
Risk Factors
- 13F data is 45+ days stale — positions may have been unwound since quarter-end
- Small sample size (4 funds) limits statistical significance
- No insider buying confluence detected to corroborate the cluster signal
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CRWD-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | Insider Cluster | $258.40 | awaiting T+5 | — | — |
Oct 21, 2026 4d ago | Insider Cluster | $237.94 | awaiting T+5 | — | — |
Oct 19, 2026 6d ago | 144 | $227.37 | awaiting T+5 | — | — |
Oct 16, 2026 9d ago | Institutional Cluster | $227.39 $257.57 | ▲ +13.27% | ▲ +13.70% | — |
Oct 13, 2026 12d ago | Insider Cluster | $249.29 $239.34 | ▲ +3.99% | ▲ +4.44% | — |
Oct 5, 2026 20d ago | Insider Cluster | $278.86 $261.21 | ▲ +6.33% | ▲ +6.19% | — |
Oct 2, 2026 23d ago | Insider Cluster | $272.67 $263.01 | ▲ +3.54% | ▲ +3.96% | — |
Oct 1, 2026 24d ago | 144 | $270.04 $275.04 | ▲ +1.85% | ▲ +0.69% | — |
Sep 30, 2026 25d ago | Insider Cluster | $266.09 $263.01 | ▲ +1.16% | ▲ +2.46% | — |
Sep 28, 2026 27d ago | Insider Cluster | $262.74 $278.86 | ▼ −6.14% | ▼ −4.19% | — |
US Market Status
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