Peak Financial Advisors’s CyberArk CYBR Stock Holding History

Peak Financial 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 Q3	–	Sell	-1,197	Closed	-$487K	–	93
2025 Q2	$487K	Buy	+1,197	New	+$436K	0.25%	66

Other funds holding CYBR

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Peak Financial Advisors's CYBR Position: Q3 2025 in Review

Peak Financial Advisors sold out of CyberArk (CYBR) in Q3 2025, closing a stake of 1,197 shares — an estimated $487K sold.

Peak Financial Advisors first reported a position in CYBR in Q2 2025 and held it in 1 quarter. The position peaked at $487K in Q2 2025. 706 funds tracked by Wall St. Rank hold CYBR as of Q3 2025.

Peak Financial Advisors reported no remaining CyberArk position as of Q3 2025 after selling out during the quarter.
Peak Financial Advisors sold 1,197 CyberArk shares in Q3 2025, an estimated $487K.
Peak Financial Advisors first reported a position in CyberArk in Q2 2025 and held it in 1 quarter.
Peak Financial Advisors's CyberArk position peaked at $487K in Q2 2025.
706 funds tracked by Wall St. Rank held CyberArk as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.