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VRNS in the 13F filings

Varonis Sys Inc · CUSIP 922280102

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 3 listed it in both
Shares listed
15,425,502
combined, among listed positions
Reported value
$644m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,657,314.

Managers listing VRNS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Neuberger Berman Group LLC3,112,411$130m0.09%Added+945,99727 Oct 2026 (the filing on sec.gov)
Arrowstreet Capital LP2,949,436$124m0.05%Added+1,539,94913 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC1,575,917$66munder 0.1%Added+464,49214 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,280,816$54munder 0.1%Added+167,42813 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP1,129,540$47munder 0.1%Trimmed-1,017,47914 Aug 2026 (the filing on sec.gov)
Millennium Management LLC775,295$33munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP732,435$31munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC610,126$26munder 0.1%Added+590,20713 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC533,522$22munder 0.1%Added+505,36214 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC495,126$21m0.11%Added+137,18014 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC463,597$19munder 0.1%Trimmed-1,542,8642 Sep 2026 (the filing on sec.gov)
Marshall Wace LLP335,736$14munder 0.1%Added+115,78413 Aug 2026 (the filing on sec.gov)
Man Group PLC197,531$8.3munder 0.1%Trimmed-44,46414 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC186,671$7.8munder 0.1%Added+168,54014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc158,755$6.7munder 0.1%Added+23,63714 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd140,714$5.9munder 0.1%Added+82,46614 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC136,275$5.7munder 0.1%Trimmed-611,38314 Aug 2026 (the filing on sec.gov)
Invesco Ltd136,236$5.7munder 0.1%Trimmed-11,53414 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC117,800$4.9munder 0.1%Trimmed-266,82513 Aug 2026 (the filing on sec.gov)
Soros Fund Management LLC80,000$3.4munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP133,584$2.9munder 0.1%Added+11,90414 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP49,426$2.1munder 0.1%Trimmed-264,31514 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.28,400$1.2munder 0.1%Trimmed-163,35414 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP25,876$1.1munder 0.1%Trimmed-79,36612 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP22,982$964kunder 0.1%Added+3,43514 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

051015201420162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VRNS by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20141$1.8mn.a.n.a.
Q4 20151$375kn.a.n.a.
Q1 20161$271kn.a.n.a.
Q2 20162$4.5mn.a.n.a.
Q3 20161$873kn.a.n.a.
Q4 20162$1.4mn.a.n.a.
Q1 20172$6.9mn.a.n.a.
Q2 20172$25mn.a.n.a.
Q3 20172$28mn.a.n.a.
Q4 20174$39mn.a.n.a.
Q1 20183$90mn.a.n.a.
Q2 20185$47mn.a.n.a.
Q3 20184$50mn.a.n.a.
Q4 20187$70mn.a.n.a.
Q1 20196$92mn.a.n.a.
Q2 20197$116mn.a.n.a.
Q3 20195$84mn.a.n.a.
Q4 20194$65mn.a.n.a.
Q1 20203$16mn.a.n.a.
Q2 20205$55mn.a.n.a.
Q3 20205$63mn.a.n.a.
Q4 20205$187mn.a.n.a.
Q1 202111$835mn.a.n.a.
Q2 20219$1.1bnn.a.n.a.
Q3 20215$1.1bnn.a.n.a.
Q4 20219$899mn.a.n.a.
Q1 20226$857mn.a.n.a.
Q2 20224$414mn.a.n.a.
Q3 20228$333mn.a.n.a.
Q4 20227$61mn.a.n.a.
Q1 20237$104mn.a.n.a.
Q2 20238$146mn.a.n.a.
Q3 20235$84mn.a.n.a.
Q4 20235$78m15
Q1 20242$13m03
Q2 20246$84m60
Q3 20249$181m81
Q4 20248$182m65
Q1 20259$265m74
Q2 20258$428m71
Q3 20258$308m34
Q4 20254$53m1315
Q1 20263$56m228
Q2 20266$312m1813

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VRNS and GOOGL →VRNS and AMZN →VRNS and MSFT →Choose a stock to compare with VRNS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VRNS, latest filings →Back to the 13F Explorer →