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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 5 listed it in both
Shares listed
9,814,853
combined, among listed positions
Reported value
$322m
combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,064,696.

Managers listing VRNS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)2,959,155$97munder 0.1%Added+923,34217 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,198,738$39munder 0.1%Added+90,51127 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP837,000$27m0.05%Trimmed-995,00317 Feb 2026 (the filing on sec.gov)
Millennium Management LLC780,981$26munder 0.1%Trimmed-487,97917 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP708,070$23munder 0.1%Trimmed-809,73117 Feb 2026 (the filing on sec.gov)
Woodline Partners LP649,361$21m0.08%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC498,561$16munder 0.1%Trimmed-264,58717 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP442,670$15munder 0.1%Added+345,88113 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC244,789$8.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Man Group PLC216,798$7.1munder 0.1%Trimmed-307,15817 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP196,519$6.4munder 0.1%Added+170,32317 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC161,020$5.3munder 0.1%Trimmed-104,58013 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP154,364$5.1munder 0.1%Added+132,99213 Feb 2026 (the filing on sec.gov)
Invesco Ltd119,313$3.9munder 0.1%Added+15,38419 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP118,427$3.9munder 0.1%Trimmed-15,60317 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc110,740$3.6munder 0.1%Added+10,84717 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC72,524$2.4munder 0.1%Trimmed-128,85112 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP65,301$2.1munder 0.1%Added+52,17317 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP61,901$2.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC55,000$1.8munder 0.1%Trimmed-17,00017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd47,148$1.5munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC40,561$1.3munder 0.1%Trimmed-165,13912 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC32,000$1.1munder 0.1%Held013 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC16,754$547kunder 0.1%Added+9,79910 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP14,401$472kunder 0.1%Added+6,79210 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (3)

Exited (4)

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 →