MA
CYBR

Montag & Associates’s CyberArk CYBR Stock Holding History

Montag & Associates’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
-63
Closed -$28.1K – 953
2025
Q4 		$28.1K Sell
63
-77
-55% -$37.1K ﹤0.01% 665
2025
Q3 		$67.6K Buy
140
+9
+7% +$3.86K ﹤0.01% 540
2025
Q2 		$53.3K Hold
131
– – ﹤0.01% 575
2025
Q1 		$44.3K Hold
131
– – ﹤0.01% 637
2024
Q4 		$43.6K Buy
131
+42
+47% +$12.8K ﹤0.01% 636
2024
Q3 		$26K Sell
89
-14
-14% -$3.79K ﹤0.01% 701
2024
Q2 		$28.2K Hold
103
– – ﹤0.01% 674
2024
Q1 		$27.4K Buy
+103
New +$25.5K ﹤0.01% 668
2021
Q2 		– Sell
-500
Closed -$65K – 866
2021
Q1 		$65K Hold
500
– – ﹤0.01% 523
2020
Q4 		$81K Buy
+500
New +$58.2K 0.01% 482

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

Montag & Associates's CYBR Position: Q1 2026 in Review

Montag & Associates sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 63 shares — an estimated $28.1K sold.

Montag & Associates first reported a position in CYBR in Q4 2020 and held it in 10 quarters. The position peaked at $81K in Q4 2020. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Montag & Associates reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 63 CyberArk shares in Q1 2026, an estimated $28.1K.
  • Montag & Associates first reported a position in CyberArk in Q4 2020 and held it in 10 quarters.
  • Montag & Associates's CyberArk position peaked at $81K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.