Why a 39% Portfolio Bet on CyberArk Signals Confidence in a $1.3 Billion ARR Engine

Core Insights - Samson Rock Capital increased its stake in CyberArk Software Ltd. by acquiring 22,983 shares, bringing total holdings to 52,983 shares valued at approximately $23.63 million [2][3][7] Company Overview - CyberArk Software Ltd. has a market capitalization of $22.50 billion and reported a revenue of $1.30 billion for the trailing twelve months (TTM) [5] - The company reported a net income loss of $226.92 million for the TTM [5] Stock Performance - As of the last market close, CyberArk shares were priced at $435.32, reflecting a 29.69% increase over the past year, outperforming the S&P 500 by 14.06 percentage points [4] Investment Position - The position in CyberArk now represents 38.56% of Samson Rock Capital's 13F reportable assets under management (AUM) as of December 31 [4][7] Company Services - CyberArk provides software-based security solutions, including privileged access management, endpoint privilege management, cloud entitlements management, and identity and access management services [9][10] - The company serves a diverse range of enterprise customers across various industries, including financial services, healthcare, manufacturing, energy, and government [9] - CyberArk's offerings are available as both on-premises software and Software as a Service (SaaS), aimed at protecting critical assets against cyber threats [10]