Here’s Why CyberArk Software Ltd (CYBR) Rose 19% in Q3

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, all the major asset classes posted positive returns except fixed income assets outside the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% return for the Russell Midcap Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks such as CyberArk Software Ltd. (NASDAQ:CYBR). Incorporated in 1996, CyberArk Software Ltd. (NASDAQ:CYBR) develops and sells software-based identity security solutions and services. The one-month return for CyberArk Software Ltd. (NASDAQ:CYBR) was -5.76%, and its shares gained 46.74% over the last 52 weeks. On December 11, 2025, CyberArk Software Ltd. (NASDAQ:CYBR) stock closed at $459.81 per share, with a market capitalization of $23.21 billion.

TSCM U.S. Focus Growth Strategy stated the following regarding CyberArk Software Ltd. (NASDAQ:CYBR) in its third quarter 2025 investor letter:

“Among the wide variety of Information Technology companies, we prefer critical system providers, specialized component designers, systems that improve productivity or efficiency for their clients, and others that are growing their shares of corporate IT budgets. CyberArk Software Ltd. (NASDAQ:CYBR) offers access security solutions. We added to the position in late July. Subsequently, the company announced they are being acquired by Palo Alto in a cash-and-stock transaction. Its share price rose 19% on this development.”

CyberArk Software Ltd. (CYBR): Among Billionaire George Soros’ Mid-Cap Stocks With Huge Upside Potential

CyberArk Software Ltd. (NASDAQ:CYBR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 72 hedge fund portfolios held CyberArk Software Ltd. (NASDAQ:CYBR) at the end of the third quarter, the same as in the previous quarter.  While we acknowledge the risk and potential of CyberArk Software Ltd. (NASDAQ:CYBR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CyberArk Software Ltd. (NASDAQ:CYBR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered CyberArk Software Ltd. (NASDAQ:CYBR) and shared The Brown Capital Management International All-Company Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.