Creative Planning
CYBR

Creative Planning’s CyberArk CYBR Stock Holding History

Creative Planning’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
-20,822
Closed -$9.29M – 4126
2025
Q4 		$9.29M Buy
20,822
+1,252
+6% +$603K 0.01% 652
2025
Q3 		$9.46M Buy
19,570
+2,557
+15% +$1.1M 0.01% 590
2025
Q2 		$6.92M Buy
17,013
+1,873
+12% +$683K 0.01% 647
2025
Q1 		$5.12M Buy
15,140
+1,841
+14% +$662K ﹤0.01% 697
2024
Q4 		$4.43M Buy
13,299
+1,328
+11% +$404K ﹤0.01% 708
2024
Q3 		$3.49M Buy
11,971
+1,471
+14% +$398K ﹤0.01% 791
2024
Q2 		$2.87M Buy
10,500
+1,369
+15% +$336K ﹤0.01% 835
2024
Q1 		$2.43M Buy
9,131
+562
+7% +$139K ﹤0.01% 891
2023
Q4 		$1.88M Sell
8,569
-1,550
-15% -$287K ﹤0.01% 943
2023
Q3 		$1.66M Buy
10,119
+1,786
+21% +$287K ﹤0.01% 941
2023
Q2 		$1.3M Buy
8,333
+740
+10% +$106K ﹤0.01% 995
2023
Q1 		$1.12M Sell
7,593
-121
-2% -$16.9K ﹤0.01% 1019
2022
Q4 		$1M Sell
7,714
-101
-1% -$14.6K ﹤0.01% 1035
2022
Q3 		$1.17M Sell
7,815
-243
-3% -$34.7K ﹤0.01% 902
2022
Q2 		$1.03M Sell
8,058
-338
-4% -$48.8K ﹤0.01% 963
2022
Q1 		$1.42M Buy
8,396
+1,987
+31% +$301K ﹤0.01% 839
2021
Q4 		$1.11M Buy
6,409
+2,939
+85% +$515K ﹤0.01% 907
2021
Q3 		$548K Buy
+3,470
New +$528K ﹤0.01% 1238
2021
Q2 		– Sell
-3,726
Closed -$482K – 2196
2021
Q1 		$482K Sell
3,726
-555
-13% -$84.1K ﹤0.01% 1470
2020
Q4 		$692K Sell
4,281
-6,167
-59% -$717K ﹤0.01% 1137
2020
Q3 		$1.08M Buy
10,448
+6,136
+142% +$661K ﹤0.01% 773
2020
Q2 		$428K Sell
4,312
-1,772
-29% -$172K ﹤0.01% 1113
2020
Q1 		$521K Sell
6,084
-2,279
-27% -$263K ﹤0.01% 923
2019
Q4 		$975K Sell
8,363
-5,205
-38% -$584K ﹤0.01% 802
2019
Q3 		$1.35M Buy
13,568
+9,758
+256% +$1.18M ﹤0.01% 635
2019
Q2 		$487K Sell
3,810
-9
-0.2% -$1.14K ﹤0.01% 1091
2019
Q1 		$455K Buy
3,819
+562
+17% +$53.7K ﹤0.01% 1089
2018
Q4 		$241K Buy
3,257
+450
+16% +$32.1K ﹤0.01% 1365
2018
Q3 		$224K Buy
+2,807
New +$197K ﹤0.01% 1599
2017
Q4 		– Sell
-22,011
Closed -$902K – 1925
2017
Q3 		$902K Sell
22,011
-3,137
-12% -$133K ﹤0.01% 767
2017
Q2 		$1.26M Buy
25,148
+1,295
+5% +$65.4K 0.01% 591
2017
Q1 		$1.21M Sell
23,853
-253
-1% -$12.9K 0.01% 598
2016
Q4 		$1.1M Sell
24,106
-1,769
-7% -$86.3K 0.01% 592
2016
Q3 		$1.28M Buy
25,875
+1,607
+7% +$85.5K 0.01% 505
2016
Q2 		$1.18M Buy
24,268
+400
+2% +$17.3K 0.01% 472
2016
Q1 		$1.02M Sell
23,868
-10,582
-31% -$426K 0.01% 501
2015
Q4 		$1.55M Buy
34,450
+8,306
+32% +$378K 0.01% 373
2015
Q3 		$1.31M Sell
26,144
-206
-0.8% -$11.3K 0.01% 404
2015
Q2 		$1.66M Buy
26,350
+1,500
+6% +$96K 0.02% 336
2015
Q1 		$1.38M Buy
24,850
+20,900
+529% +$986K 0.01% 365
2014
Q4 		$157K Buy
3,950
+1,100
+39% +$40.2K ﹤0.01% 1283
2014
Q3 		$91K Buy
+2,850
New +$85.8K ﹤0.01% 1540

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 $19.6B AUM 32.64% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Creative Planning's CYBR Position: Q1 2026 in Review

Creative Planning sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 20,822 shares — an estimated $9.29M sold.

Creative Planning first reported a position in CYBR in Q3 2014 and held it in 42 quarters. The position peaked at $9.46M in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Creative Planning reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 20,822 CyberArk shares in Q1 2026, an estimated $9.29M.
  • Creative Planning first reported a position in CyberArk in Q3 2014 and held it in 42 quarters.
  • Creative Planning's CyberArk position peaked at $9.46M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.