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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 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 14 Nov 2025
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 6 listed it in both
Shares listed
5,361,185
combined, among listed positions
Reported value
$308m
combined, at the quarter end

Among the 95 comparable managers: 3 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing VRNS in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
Two Sigma Advisers LP1,832,003$105m0.21%Trimmed-441,99714 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP1,517,801$87m0.13%Trimmed-352,01814 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,108,227$64munder 0.1%Added+109,82827 Oct 2026 (the filing on sec.gov)
Man Group PLC523,956$30m0.05%Trimmed-41,75314 Nov 2025 (the filing on sec.gov)
Verition Fund Management LLC265,600$15m0.06%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Moore Capital Management LP55,757$3.2munder 0.1%Trimmed-7,06414 Nov 2025 (the filing on sec.gov)
PDT Partners LLC34,447$2.0m0.12%Held017 Nov 2025 (the filing on sec.gov)
Caxton Associates LLP23,394$1.3munder 0.1%Newnew17 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, 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 (1)

Exited (0)

No exit shown by a manager’s own filing.

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 →