UCFA
CYBR

United Capital Financial Advisors’s CyberArk CYBR Stock Holding History

United Capital 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
2026
Q1 		– Sell
-2,506
Closed -$1.12M – 1644
2025
Q4 		$1.12M Buy
2,506
+560
+29% +$270K 0.01% 700
2025
Q3 		$940K Sell
1,946
-12
-0.6% -$5.15K 0.01% 660
2025
Q2 		$797K Buy
1,958
+400
+26% +$146K 0.01% 658
2025
Q1 		$527K Buy
1,558
+781
+101% +$281K ﹤0.01% 733
2024
Q4 		$259K Buy
777
+13
+2% +$3.95K ﹤0.01% 937
2024
Q3 		$223K Buy
+764
New +$207K ﹤0.01% 975
2024
Q2 		– Sell
-761
Closed -$202K – 1053
2024
Q1 		$202K Buy
+761
New +$188K ﹤0.01% 1021
2022
Q1 		– Sell
-5,089
Closed -$882K – 1171
2021
Q4 		$882K Buy
5,089
+125
+3% +$21.9K ﹤0.01% 708
2021
Q3 		$783K Buy
4,964
+14
+0.3% +$2.13K ﹤0.01% 737
2021
Q2 		$645K Buy
4,950
+46
+0.9% +$6.13K ﹤0.01% 807
2021
Q1 		$634K Buy
4,904
+608
+14% +$92.1K ﹤0.01% 786
2020
Q4 		$694K Buy
4,296
+1,507
+54% +$175K ﹤0.01% 764
2020
Q3 		$288K Buy
+2,789
New +$300K ﹤0.01% 964
2019
Q3 		– Sell
-5,695
Closed -$723K – 1353
2019
Q2 		$723K Buy
+5,695
New +$721K ﹤0.01% 914

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

United Capital Financial Advisors's CYBR Position: Q1 2026 in Review

United Capital Financial Advisors sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 2,506 shares — an estimated $1.12M sold.

United Capital Financial Advisors first reported a position in CYBR in Q2 2019 and held it in 14 quarters. The position peaked at $1.12M in Q4 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • United Capital Financial Advisors reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,506 CyberArk shares in Q1 2026, an estimated $1.12M.
  • United Capital Financial Advisors first reported a position in CyberArk in Q2 2019 and held it in 14 quarters.
  • United Capital Financial Advisors's CyberArk position peaked at $1.12M in Q4 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.