OAS
CYBR

Optivise Advisory Services’s CyberArk CYBR Stock Holding History

Optivise Advisory Services’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
Q4 		– Sell
-547
Closed -$264K – 204
2025
Q3 		$264K Sell
547
-1
-0.2% -$429 0.16% 146
2025
Q2 		$223K Buy
+548
New +$200K 0.11% 184

Other funds holding CYBR

PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optivise Advisory Services's CYBR Position: Q4 2025 in Review

Optivise Advisory Services sold out of CyberArk (CYBR) in Q4 2025, closing a stake of 547 shares — an estimated $264K sold.

Optivise Advisory Services first reported a position in CYBR in Q2 2025 and held it in 2 quarters. The position peaked at $264K in Q3 2025. 678 funds tracked by Wall St. Rank hold CYBR as of Q4 2025.

  • Optivise Advisory Services reported no remaining CyberArk position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 547 CyberArk shares in Q4 2025, an estimated $264K.
  • Optivise Advisory Services first reported a position in CyberArk in Q2 2025 and held it in 2 quarters.
  • Optivise Advisory Services's CyberArk position peaked at $264K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held CyberArk as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.