Free · no sign-up · Q2 2026

Which funds own VRNS

Varonis Sys Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $24m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $24m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Verition Fund Management LLC Multi-strategy · $19.7bn book	$21m	0.1%	495,126	+$13m+137,180	Added
Soros Fund Management LLC Macro · $8.1bn book	$3.4m	0.0%	80,000	opened80,000	New

Ownership through time

At least 6 of the 95 managers whose filings are on file listed VRNS in Q2 2026, against 1 in Q1 2014. 3 managers more than in Q1 2026: 1 started a position; 3 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Soros Fund Management LLC$3.4m

Largest increases, by shares

Neuberger Berman Group LLC2,166,414 to 3,112,411 shares+$40m
Verition Fund Management LLC357,946 to 495,126 shares+$5.8m
Soros Fund Management LLCnew: 80,000 shares+$3.4m

Largest decreases, by shares

No manager on file sold part of it.

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Neuberger Berman Group LLC	Q4 2023	$130m	$130m
Arrowstreet Capital LP	Q1 2017	$124m	$124m
Acadian Asset Management LLC	Q4 2017	$26m	$26m
Verition Fund Management LLC	Q3 2025	$21m	$21m
Schonfeld Strategic Advisors LLC	Q3 2020	$18m	$7.8m
Soros Fund Management LLC	Q3 2024	$3.4m	$3.4m
Wellington Management Group LLP	Q1 2021	$787m	last listed Q3 2022
AllianceBernstein LP	Q4 2020	$268m	last listed Q3 2022
Two Sigma Advisers LP	Q2 2017	$115m	last listed Q4 2025
Millennium Management LLC	Q1 2018	$101m	last listed Q2 2025
Two Sigma Investments LP	Q2 2017	$95m	last listed Q3 2025
D. E. Shaw & Co.	Q2 2023	$50m	last listed Q2 2023
Point72 Asset Management LP	Q3 2018	$47m	last listed Q2 2025
Renaissance Technologies LLC	Q4 2020	$47m	last listed Q1 2022
Squarepoint Ops LLC	Q1 2021	$41m	last listed Q1 2025
Marshall Wace LLP	Q1 2014	$31m	last listed Q4 2021

What VRNS is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around VRNS →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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