CA
CYBR

Clearstead Advisors’s CyberArk CYBR Stock Holding History

Clearstead Advisors’s Portfolio CYBR Stock Details CYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-143
Closed -$63.8K – 2399
2025
Q4 		$63.8K Hold
143
– – ﹤0.01% 1297
2025
Q3 		$69.1K Sell
143
-43
-23% -$18.5K ﹤0.01% 1166
2025
Q2 		$75.7K Hold
186
– – ﹤0.01% 1152
2025
Q1 		$62.9K Sell
186
-16
-8% -$5.75K ﹤0.01% 1110
2024
Q4 		$67.3K Buy
202
+26
+15% +$7.9K ﹤0.01% 1103
2024
Q3 		$51.3K Buy
176
+43
+32% +$11.6K ﹤0.01% 1200
2024
Q2 		$36.4K Buy
133
+99
+291% +$24.3K ﹤0.01% 1237
2024
Q1 		$7.96K Buy
34
+15
+79% +$3.71K ﹤0.01% 1097
2023
Q4 		$4.16K Sell
19
-19
-50% -$3.52K ﹤0.01% 1185
2023
Q3 		$6.22K Buy
+38
New +$6.1K ﹤0.01% 1192

Other funds holding CYBR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Clearstead Advisors's CYBR Position: Q1 2026 in Review

Clearstead Advisors sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 143 shares — an estimated $63.8K sold.

Clearstead Advisors first reported a position in CYBR in Q3 2023 and held it in 10 quarters. The position peaked at $75.7K in Q2 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Clearstead Advisors reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 143 CyberArk shares in Q1 2026, an estimated $63.8K.
  • Clearstead Advisors first reported a position in CyberArk in Q3 2023 and held it in 10 quarters.
  • Clearstead Advisors's CyberArk position peaked at $75.7K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.