CyberArk Software Ltd. - Ordinary Shares (CYBR)

As the calendar turns to 2026, the technology sector is undergoing a profound structural transformation that has reignited the engine of global dealmaking. After years of "defensive preservation" and cautious capital allocation, the industry has entered what analysts are calling an "Innovation Supercycle." This resurgence is fueled by a dual

CyberArk’s fundamentals are accelerating faster than its stock, and this filing hints at why some investors see more upside even after a big run.

One concentrated allocation, a massive backlog, and a takeover price hanging over the stock make this one of the more revealing institutional moves this quarter.

The move isn’t about chasing a cyclical bounce, but about locking in exposure to a business with record orders and deep industrial leverage.

A single position now dominates the portfolio, and the math behind that conviction starts with recurring revenue, not hype.

CyberArk Software Ltd. now accounts for 3% of fund AUM, which places it outside the fund's top five holdings.

The stock has already soared, the numbers keep accelerating, and one concentrated fund just made it a core holding anyway.

The artificial intelligence landscape, as of late 2025, is undergoing a profound transformation, shifting from an era of speculative enthusiasm to a demand for tangible returns and robust business models. While NVIDIA (NASDAQ: NVDA) has undeniably dominated the initial phase of the AI revolution with its powerful GPUs, the market

Prelude Capital Bets Heavily on CyberArk Software (CYBR) With a 29,406 Share Purchase

Greenvale Capital sold its entire stake of Cyberark Software during the third quarter of 2025.

CyberArk keeps posting strong growth—but one major shareholder just walked away entirely. Here’s what long-term investors should watch.

This fund just dumped its entire CYBR stake—right as the cybersecurity leader posts some of its strongest growth metrics to date.

The cybersecurity stock has been running in place over the past year.

CyberArk shareholders have approved a takeover offer from Palo Alto Networks.

Cybersecurity ETFs rose even as Palo Alto fell post-earnings, signaling investors are backing the larger AI-driven security theme over near-term pressures.

Analyst: BTIG reports demand for Palo Alto Networks solutions has increased, with potential for 12-15% growth & encouraging upsell potential with CyberArk.

Jackson Square Buys 89,000 shares of HVAC Company AAON (Nasdaq: AAON) While Selling Nvidia

JAG Capital Exits Its Position in CyberArk (CYBR), Selling 49,000 Shares Worth $20 Million

CyberArk (CYBR) reported strong Q3 results and expanding subscription revenue despite acquisition costs. DA Davidson maintains Buy rating.

Cleared Out: CyberArk Software Stock Sacrificed for New Opportunities

Brown Capital Discloses $31 Million Sale of Vericel Stock as Small-Cap Biotech Reports Earnings

Brown Capital Sells $35 Million in Glaukos Stock After Sharp Sell-Off

After a brief and cautious rebound on Wednesday, risk-off sentiment returned sharply on Thursday, with AI-linked stocks leading a broad selloff across Wall Street and renewed pressure hitting crypto markets.