CARY STREET PARTNERS FINANCIAL LLC CYBR — CYBERARK SOFTWARE LTD SHS

Ownership history in CARY STREET PARTNERS FINANCIAL LLC  ·  5 quarters on record

AI Ownership Summary

CARY STREET PARTNERS FINANCIAL LLC reported CYBERARK SOFTWARE LTD SHS (CYBR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows CYBR at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CYBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS FINANCIAL LLC's position in CYBERARK SOFTWARE LTD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CYBR was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CYBR stock page CARY STREET PARTNERS FINANCIAL LLC fund profile CARY STREET PARTNERS FINANCIAL LLC full holdings
How CARY STREET PARTNERS FINANCIAL LLC held CYBR — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 8,639 — 0% 0.10% $3.9M 2026-02-09 $409.22
2025 Q3 REDUCED — — — 8,639 -35 -0.4% 0.11% $4.2M 2025-11-10 $512.46
2025 Q2 REDUCED — — — 8,674 -20 -0.2% 0.10% $3.5M 2025-08-13 $422.82
2025 Q1 REDUCED — — — 8,694 -1,340 -13.4% 0.09% $2.9M 2025-05-09 $359.51
2024 Q4 INITIATED — — — 10,034 — — 0.11% $3.3M 2025-02-14 $413.31

🏢 Other funds also holding CYBR

As of 2026 Q2 — sorted by position size

Essential Investment Partners LLC 0.04% VERUS CAPITAL PARTNERS, LLC 3Y 0.03%

FAQ About CARY STREET PARTNERS FINANCIAL LLC and CYBR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS FINANCIAL LLC reported owning CYBR?

CARY STREET PARTNERS FINANCIAL LLC reported CYBR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CYBR position in CARY STREET PARTNERS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for CYBR was 0.11% in 2024 Q4.

What is the latest reported CYBR position on this page?

The most recent filing on this page is 2025 Q4, when CARY STREET PARTNERS FINANCIAL LLC reported 8,639 shares, equal to 0.10% of portfolio, with an estimated market value of $3.9M.

What does the chart on this CYBR ownership page compare?

The chart compares CARY STREET PARTNERS FINANCIAL LLC's quarterly CYBR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CARY STREET PARTNERS FINANCIAL LLC time their CYBR position?

Based on 13F filing dates vs. subsequent CYBR price moves, CARY STREET PARTNERS FINANCIAL LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CYBR relative to SPY over the holding period was -14.2%.

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