Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% for Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - CyberArk Software Ltd. (NASDAQ:CYBR) is highlighted as a key investment, with a one-month return of -5.76% and a 52-week gain of 46.74%, closing at $459.81 per share with a market capitalization of $23.21 billion on December 11, 2025 [2] - The strategy favors critical system providers and companies improving productivity, with CyberArk being a focus due to its access security solutions and a recent acquisition announcement by Palo Alto, which led to a 19% increase in its share price [3] Company Analysis - CyberArk Software Ltd. is recognized for its software-based identity security solutions and services, indicating a strong position in the Information Technology sector [2][3] - Despite its potential, CyberArk is not among the top 30 most popular stocks among hedge funds, with 72 hedge fund portfolios holding its shares at the end of Q3 2025, unchanged from the previous quarter [4] - The company is viewed as having upside potential, but there are suggestions that certain AI stocks may offer greater returns with less risk [4]
Here’s Why CyberArk Software Ltd (CYBR) Rose 19% in Q3