Congress Wealth Management’s CyberArk CYBR Stock Holding History

Congress Wealth Management’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
2025 Q2	$19.4M	Sell	47,628 -4,617	-9%	-$1.68M	0.19%	133
2025 Q1	$17.7M	Buy	52,245 +34,165	+189%	+$12.3M	0.21%	121
2024 Q4	$6.02M	Buy	18,080 +1,365	+8%	+$415K	0.08%	263
2024 Q3	$4.87M	Buy	16,715 +487	+3%	+$132K	0.07%	297
2024 Q2	$4.44M	Buy	16,228 +1,430	+10%	+$351K	0.07%	260
2024 Q1	$3.93M	Buy	14,798 +581	+4%	+$144K	0.07%	253
2023 Q4	$3.11M	Buy	14,217 +263	+2%	+$48.8K	0.06%	269
2023 Q3	$2.29M	Buy	13,954 +1,118	+9%	+$180K	0.05%	287
2023 Q2	$2.01M	Buy	12,836 +358	+3%	+$51.3K	0.05%	259
2023 Q1	$1.85M	Buy	12,478 +1,207	+11%	+$169K	0.04%	275
2022 Q4	$1.46M	Buy	11,271 +1,025	+10%	+$148K	0.04%	295
2022 Q3	$1.54M	Buy	10,246 +1,717	+20%	+$245K	0.04%	295
2022 Q2	$1.09M	Buy	8,529 +598	+8%	+$86.4K	0.03%	323
2022 Q1	$1.34M	Buy	7,931 +1,034	+15%	+$157K	0.03%	322
2021 Q4	$1.2M	Buy	+6,897	New	+$1.21M	0.02%	353

Other funds holding CYBR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Congress Wealth Management's CYBR Position: Q2 2025 in Review

Congress Wealth Management reduced its CyberArk (CYBR) stake by 8.8% in Q2 2025, selling an estimated $1.68M and leaving 47,628 shares worth $19.4M. The position accounts for 0.19% of the portfolio, ranked #133.

Congress Wealth Management first reported a position in CYBR in Q4 2021 and has held it in 15 quarters since. 742 funds tracked by Wall St. Rank hold CYBR as of Q2 2025.

Congress Wealth Management held 47,628 shares of CyberArk worth $19.4M as of Q2 2025.
Congress Wealth Management sold 4,617 CyberArk shares in Q2 2025, an estimated $1.68M.
CyberArk made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #133 holding.
Congress Wealth Management first reported a position in CyberArk in Q4 2021 and has held it in 15 quarters since.
742 funds tracked by Wall St. Rank held CyberArk as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.