EWA
CYBR

EP Wealth Advisors’s CyberArk CYBR Stock Holding History

EP Wealth 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
2025
Q2 		$269K Sell
661
-83
-11% -$30.3K ﹤0.01% 1084
2025
Q1 		$251K Sell
744
-86
-10% -$30.9K ﹤0.01% 1014
2024
Q4 		$277K Buy
830
+76
+10% +$23.1K ﹤0.01% 908
2024
Q3 		$220K Buy
754
+11
+1% +$2.98K ﹤0.01% 997
2024
Q2 		$203K Buy
+743
New +$182K ﹤0.01% 755

Other funds holding CYBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

EP Wealth Advisors's CYBR Position: Q2 2025 in Review

EP Wealth Advisors reduced its CyberArk (CYBR) stake by 11% in Q2 2025, selling an estimated $30.3K and leaving 661 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

EP Wealth Advisors first reported a position in CYBR in Q2 2024 and has held it in 5 quarters since. The position peaked at $277K in Q4 2024. 742 funds tracked by Wall St. Rank hold CYBR as of Q2 2025.

  • EP Wealth Advisors held 661 shares of CyberArk worth $269K as of Q2 2025.
  • EP Wealth Advisors sold 83 CyberArk shares in Q2 2025, an estimated $30.3K.
  • CyberArk made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1084 holding.
  • EP Wealth Advisors first reported a position in CyberArk in Q2 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's CyberArk position peaked at $277K in Q4 2024.
  • 742 funds tracked by Wall St. Rank held CyberArk as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.