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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
13,768,188
combined, among listed positions
Reported value
$297m
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: 22 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,790,335.

Managers listing VRNS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 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
Neuberger Berman Group LLC2,166,414$46munder 0.1%Added+967,67627 Oct 2026 (the filing on sec.gov)
Two Sigma Investments LP2,147,019$46munder 0.1%Added+1,438,94915 May 2026 (the filing on sec.gov)
Citadel Advisors LLC2,006,461$43munder 0.1%Added+1,761,67215 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,409,487$30munder 0.1%Added+966,81714 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,113,388$24munder 0.1%Trimmed-1,845,76715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,111,425$24munder 0.1%Added+612,86415 May 2026 (the filing on sec.gov)
Jane Street Group LLC747,658$16munder 0.1%Added+675,13412 May 2026 (the filing on sec.gov)
Point72 Asset Management LP656,239$14munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC384,625$8.3munder 0.1%Added+344,06414 May 2026 (the filing on sec.gov)
Verition Fund Management LLC357,946$7.7munder 0.1%Added+196,92615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP313,741$6.7munder 0.1%Added+117,22215 May 2026 (the filing on sec.gov)
Man Group PLC241,995$5.2munder 0.1%Added+25,19715 May 2026 (the filing on sec.gov)
Marshall Wace LLP219,952$4.7munder 0.1%Added+65,58815 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.191,754$4.1munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP121,680$4.0munder 0.1%Added+3,25315 May 2026 (the filing on sec.gov)
Invesco Ltd147,770$3.2munder 0.1%Added+28,45712 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc135,118$2.9munder 0.1%Added+24,37815 May 2026 (the filing on sec.gov)
Quantbot Technologies LP105,242$2.3m0.09%Added+90,84113 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd58,248$1.3munder 0.1%Added+11,10018 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC28,160$605kunder 0.1%Trimmed-26,84015 May 2026 (the filing on sec.gov)
Tudor Investment Corp27,843$598kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC19,919$423kunder 0.1%Added+3,16513 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP19,547$420kunder 0.1%Trimmed-45,75415 May 2026 (the filing on sec.gov)
Holocene Advisors LP18,288$393kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC18,131$389kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (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 →