The Brown Capital Management International All-Company Strategy’s Updates on CyberArk Software Ltd. (CYBR)

1 hour ago 1

Soumya Eswaran

Mon, December 8, 2025 astatine 7:55 AM CST 3 min read

Brown Capital Management, an concern absorption company, released its “The Brown Capital Management International All-Company Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the fund-Investor shares mislaid 4.46% compared to a 2.84% full instrumentality for the MSCI World ex-US Growth-Net Index. YTD, the money returned 6.67% underperforming the 19.32% instrumentality for the index. The underperformance of the money was driven by a premix of company-specific challenges and missing retired connected immoderate of the best-performing industries. In addition, cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, The Brown Capital Management International All-Company Strategy highlighted stocks specified arsenic CyberArk Software Ltd. (NASDAQ:CYBR). Incorporated successful 1996, CyberArk Software Ltd. (NASDAQ:CYBR) develops and sells software-based individuality information solutions and services. The one-month instrumentality for CyberArk Software Ltd. (NASDAQ:CYBR) was -6.59%, and its shares gained 49.59% implicit the past 52 weeks. On December 05, 2025, CyberArk Software Ltd. (NASDAQ:CYBR) banal closed astatine $478.70 per share, with a marketplace capitalization of $24.16 billion.

The Brown Capital Management International All-Company Strategy stated the pursuing regarding CyberArk Software Ltd. (NASDAQ:CYBR) successful its 3rd 4th 2025 capitalist letter:

"CyberArk Software Ltd. (NASDAQ:CYBR), an Israeli company, is the person successful the rapidly increasing Privileged Access Management (PAM) market, which seeks to monitor, power and isolate entree to “superuser” machine and web accounts. These superuser accounts are utilized for logging into a company’s astir captious assets, specified arsenic database servers, firewalls, switches, etc. PAM is astatine the halfway of the broader identity-management space. While individuality absorption often works to fend disconnected “bad guys,” PAM works nether the presumption that atrocious guys are already connected a web and alternatively minimizes their quality to exploit a company’s cardinal assets. PAM helps to trim malware infections and the hazard of downtime. According to Forrester, 80% of information breaches impact privileged credentials.