CRWD CrowdStrike Holdings, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (3 insiders)
Horizon immediate Filed May 19, 2026 Processed 25d 11h ago
Insider cluster: 3 insiders, $5.8M total
Latest settled — T+5d ⚠ clustered
CRWD ▲ +4.62% at T+5d
NEUTRAL call ✓ call won +4.62% · α vs SPY +2.32% · entry $616.88 → $645.36
Next anchor: T+20d in 3d
Currently $682.80 · +10.69% from $616.88 entry
Entry anchored
May 18, 2026
via day open
T+1d
+5.39%
call +5.39% · α +4.35%
$650.11
settled 25d ago
T+5d
+4.62%
call +4.62% · α +2.32%
$645.36
settled 18d ago
T+20d
call — · α —
in 3d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

CRWD insiders sold $5.82M (0.0038% of $151B market cap) in the past week, led by CRO Sentonas Michael's $5.5M open-market sale. CEO Kurtz sold insignificant $47K total. Relative to market cap, the cluster is trivial (<<0.1% threshold) and dwarfs the $319K director sale. Despite multiple C-suite sellers, no single sale is material enough to signal a bearish view — the sales are routine liquidity events.

Key Financial Metrics

Direction
selling
Total Value
$5.8M
Insiders
3

Actionable Insight

The cluster is too small to be material. Monitor for any upcoming earnings pre-announcement or strategic update that might prompt larger insider activity. For now, CRWD's strong analyst consensus (79% bullish) and prior positive drift history provide no reason to act on this filing.

Key Facts

  • 3 insiders sold $5.82M total in a 7-day window
  • CRO Sentonas Michael: 10,000 shares @ ~$550, $5.5M sale on 2026-05-12 — dominant trade of the cluster
  • CEO Kurtz: total sales of just $47K across 4 open-market trades — de minimis
  • Director Gandhi Sames K: 554 shares sold, $319K — modest.
  • Total cluster value is 0.0038% of CRWD's $151.2B market cap — well below 0.1% materiality threshold
  • All sales are open-market (code S), no 10b5-1 designation noted

Financial Impact

Insider selling of $5.82M represents 0.0038% of market cap; negligible economic signal.

dilution

Risk Factors

  • CEO Kurtz sold $47K worth of shares — trivial but still a sale by top executive
  • CRO Sentonas Michael's $5.5M sale could be tied to option exercise / tax planning, not a bearish signal
  • Historical score calibration shows score-2 filings carried no net alpha, consistent with low signal

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
79% bullish (62 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CRWD-1779150630650
33 reports for CRWD
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+20▲ +47.72%Apr 27, 2026
Filters
Rows
Reports for CRWD — sortable, filterable
Type Now
Jun 12, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$693.00 awaiting T+1awaiting T+1$682.80 (−1.47%)
Jun 10, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
$644.97 awaiting T+1awaiting T+1$682.80 (+5.87%)
Jun 6, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
$696.74 awaiting T+1awaiting T+1$682.80 (−2.00%)
Jun 6, 2026
7d ago
144
NEUTRAL ★ 2/10
$696.74 awaiting T+1awaiting T+1$682.80 (−2.00%)
Jun 5, 2026
7d ago
144
NEUTRAL ★ 3/10
$680.05 awaiting T+1awaiting T+1$682.80 (+0.40%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$719.09 $671.02▼ −6.68%▼ −4.11%$682.80 (−5.05%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$719.09 $671.02▼ −6.68%▼ −4.11%$682.80 (−5.05%)
Jun 3, 2026
9d ago
8-K
BULLISH ★ 7/10
$719.09 $671.02▼ −6.68%▼ −4.11%$682.80 (−5.05%)
May 31, 2026
12d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$380.06 $390.41▲ +2.72%▼ −0.17%$682.80 (+79.66%)
May 30, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$782.17 $768.95▼ −1.69%▼ −1.84%$682.80 (−12.70%)
Showing 10 of 33

US Market Status

Market Closed — Opens Mon (49h 35m)

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