Root Financial Partners’s CyberArk CYBR Stock Holding History

Root Financial Partners’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	-117	Closed	-$52.2K	–	3492
2025 Q4	$52.2K	Buy	117 +1	+0.9%	+$481	﹤0.01%	696
2025 Q3	$56K	Buy	+116	New	+$49.8K	﹤0.01%	634

Other funds holding CYBR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

Root Financial Partners's CYBR Position: Q1 2026 in Review

Root Financial Partners sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 117 shares — an estimated $52.2K sold.

Root Financial Partners first reported a position in CYBR in Q3 2025 and held it in 2 quarters. The position peaked at $56K in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

Root Financial Partners reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 117 CyberArk shares in Q1 2026, an estimated $52.2K.
Root Financial Partners first reported a position in CyberArk in Q3 2025 and held it in 2 quarters.
Root Financial Partners's CyberArk position peaked at $56K in Q3 2025.
3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.