WWM
CYBR

Whalen Wealth Management’s CyberArk CYBR Stock Holding History

Whalen Wealth Management’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
-1,296
Closed -$527K – 196
2025
Q2 		$527K Buy
+1,296
New +$472K 0.33% 90
2025
Q1 		– Sell
-741
Closed -$247K – 134
2024
Q4 		$247K Buy
+741
New +$225K 0.17% 119

Other funds holding CYBR

PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
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
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Whalen Wealth Management's CYBR Position: Q3 2025 in Review

Whalen Wealth Management sold out of CyberArk (CYBR) in Q3 2025, closing a stake of 1,296 shares — an estimated $527K sold.

Whalen Wealth Management first reported a position in CYBR in Q4 2024 and held it in 2 quarters. The position peaked at $527K in Q2 2025. 706 funds tracked by Wall St. Rank hold CYBR as of Q3 2025.

  • Whalen Wealth Management reported no remaining CyberArk position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,296 CyberArk shares in Q3 2025, an estimated $527K.
  • Whalen Wealth Management first reported a position in CyberArk in Q4 2024 and held it in 2 quarters.
  • Whalen Wealth Management's CyberArk position peaked at $527K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held CyberArk as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.