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
2015 Q2	–	Sell	-500	Closed	-$2K	–	1511
2015 Q1	$2K	Buy	+500	New	+$23.6K	﹤0.01%	3856

Other funds holding CYBR

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 $221M 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.