Pathstone Family Office’s CyberArk CYBR Stock Holding History

Pathstone Family Office’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
2023 Q3	$935K	Buy	5,712 +367	+7%	+$58.9K	0.01%	744
2023 Q2	$836K	Buy	5,345 +1,619	+43%	+$232K	0.01%	542
2023 Q1	$551K	Sell	3,726 -11,318	-75%	-$1.58M	0.01%	647
2022 Q4	$2.17M	Sell	15,044 -622	-4%	-$89.9K	0.02%	480
2022 Q3	$2.35M	Buy	15,666 +13,044	+497%	+$1.86M	0.02%	386
2022 Q2	$336K	Sell	2,622 -1,831	-41%	-$264K	0.01%	742
2022 Q1	$751K	Buy	4,453 +1,829	+70%	+$277K	0.02%	405
2021 Q4	$456K	Buy	+2,624	New	+$460K	0.01%	587

Other funds holding CYBR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Pathstone Family Office's CYBR Position: Q3 2023 in Review

Pathstone Family Office increased its CyberArk (CYBR) stake by 6.9% in Q3 2023, buying an estimated $58.9K and bringing the position to 5,712 shares worth $935K. The position accounts for 0.01% of the portfolio, ranked #744.

Pathstone Family Office first reported a position in CYBR in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.35M in Q3 2022. 402 funds tracked by Wall St. Rank hold CYBR as of Q3 2023.

Pathstone Family Office held 5,712 shares of CyberArk worth $935K as of Q3 2023.
Pathstone Family Office bought 367 CyberArk shares in Q3 2023, an estimated $58.9K.
CyberArk made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #744 holding.
Pathstone Family Office first reported a position in CyberArk in Q4 2021 and has held it in 8 quarters since.
Pathstone Family Office's CyberArk position peaked at $2.35M in Q3 2022.
402 funds tracked by Wall St. Rank held CyberArk as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.