Which funds own VRSN
Verisign Inc in the Q2 2026 filings. At least 7 of the 91 current managers on file reported a position, worth $4.6bn 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
- 7
- at least, of 91 current
- Combined value
- $4.6bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 4
- 2 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 |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Long-only · $299bn book | $2.3bn | 0.8% | 8,989,880 | +$29m0 | Held |
| AQR Capital Management LLC Quantitative · $287bn book | $1.2bn | 0.4% | 4,949,848 | +$313m+1,197,478 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $616m | 0.8% | 2,449,771 | -$84m-368,380 | Trimmed |
| Arrowstreet Capital LP Quantitative · $225bn book | $325m | 0.1% | 1,290,203 | -$9.4m-54,415 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $125m | 0.3% | 496,573 | +$103m+407,036 | Added |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $56m | 0.2% | 221,303 | +$19m+73,900 | Added |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $21m | 0.6% | 82,700 | opened82,700 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Marshall Wace LLP · Quantitative$35m held before
- ExodusPoint Capital Management LP · Multi-strategy$10m held before
Ownership through time
At least 17 of the 95 managers whose filings are on file listed VRSN in Q2 2026, against 17 in Q2 2013. 1 manager more than in Q1 2026: 1 started a position; 5 listed it again; 5 no longer listed it among the positions read, which can mean a holding below the listed range 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.
- Q2 2013: 17
- Q3 2013: 17
- Q4 2013: 13
- Q1 2014: 11
- Q2 2014: 15
- Q3 2014: 15
- Q4 2014: 16
- Q1 2015: 16
- Q2 2015: 15
- Q3 2015: 15
- Q4 2015: 15
- Q1 2016: 20
- Q2 2016: 17
- Q3 2016: 15
- Q4 2016: 18
- Q1 2017: 16
- Q2 2017: 14
- Q3 2017: 15
- Q4 2017: 14
- Q1 2018: 19
- Q2 2018: 19
- Q3 2018: 19
- Q4 2018: 18
- Q1 2019: 19
- Q2 2019: 19
- Q3 2019: 24
- Q4 2019: 21
- Q1 2020: 21
- Q2 2020: 24
- Q3 2020: 24
- Q4 2020: 18
- Q1 2021: 17
- Q2 2021: 14
- Q3 2021: 13
- Q4 2021: 13
- Q1 2022: 18
- Q2 2022: 16
- Q3 2022: 13
- Q4 2022: 17
- Q1 2023: 19
- Q2 2023: 18
- Q3 2023: 21
- Q4 2023: 16
- Q1 2024: 21
- Q2 2024: 17
- Q3 2024: 18
- Q4 2024: 17
- Q1 2025: 18
- Q2 2025: 10
- Q3 2025: 16
- Q4 2025: 18
- Q1 2026: 16
- Q2 2026: 17
- Q2 2013: $2.6bn
- Q3 2013: $3.0bn
- Q4 2013: $3.3bn
- Q1 2014: $2.7bn
- Q2 2014: $2.7bn
- Q3 2014: $3.1bn
- Q4 2014: $3.2bn
- Q1 2015: $3.9bn
- Q2 2015: $3.5bn
- Q3 2015: $4.3bn
- Q4 2015: $5.5bn
- Q1 2016: $5.4bn
- Q2 2016: $5.1bn
- Q3 2016: $4.4bn
- Q4 2016: $4.2bn
- Q1 2017: $4.8bn
- Q2 2017: $5.0bn
- Q3 2017: $5.5bn
- Q4 2017: $5.9bn
- Q1 2018: $5.6bn
- Q2 2018: $6.5bn
- Q3 2018: $6.1bn
- Q4 2018: $5.6bn
- Q1 2019: $6.6bn
- Q2 2019: $7.7bn
- Q3 2019: $7.0bn
- Q4 2019: $6.4bn
- Q1 2020: $5.7bn
- Q2 2020: $6.0bn
- Q3 2020: $6.0bn
- Q4 2020: $6.0bn
- Q1 2021: $5.1bn
- Q2 2021: $5.7bn
- Q3 2021: $5.0bn
- Q4 2021: $5.8bn
- Q1 2022: $5.1bn
- Q2 2022: $3.8bn
- Q3 2022: $3.6bn
- Q4 2022: $4.5bn
- Q1 2023: $5.0bn
- Q2 2023: $5.2bn
- Q3 2023: $4.7bn
- Q4 2023: $4.7bn
- Q1 2024: $4.2bn
- Q2 2024: $4.1bn
- Q3 2024: $4.6bn
- Q4 2024: $4.9bn
- Q1 2025: $6.2bn
- Q2 2025: $6.8bn
- Q3 2025: $6.2bn
- Q4 2025: $5.2bn
- Q1 2026: $5.0bn
- Q2 2026: $5.3bn
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
Largest increases, by shares
- AQR Capital Management LLC3,752,370 to 4,949,848 shares+$301m
- Holocene Advisors LP89,537 to 496,573 shares+$102m
- Balyasny Asset Management LLC154,993 to 252,197 shares+$24m
- Steadfast Capital Management LPnew: 82,700 shares+$21m
- Schonfeld Strategic Advisors LLC147,403 to 221,303 shares+$19m
Largest decreases, by shares
- Renaissance Technologies LLC2,818,151 to 2,449,771 shares-$93m
- Point72 Asset Management LP505,695 to 379,395 shares-$32m
- Voloridge Investment Management LLC161,444 to 73,480 shares-$22m
- Invesco Ltd1,503,005 to 1,436,967 shares-$17m
- Arrowstreet Capital LP1,344,618 to 1,290,203 shares-$14m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Berkshire Hathaway Inc | Q2 2013 | $3.8bn | $2.3bn | |
| AQR Capital Management LLC | Q1 2015 | $1.2bn | $1.2bn | |
| Renaissance Technologies LLC | Q2 2013 | $1.6bn | $616m | |
| Invesco Ltd | Q1 2014 | $398m | $361m | |
| Arrowstreet Capital LP | Q1 2017 | $412m | $325m | |
| Holocene Advisors LP | Q1 2020 | $125m | $125m | |
| Point72 Asset Management LP | Q1 2018 | $282m | $95m | |
| Balyasny Asset Management LLC | Q3 2015 | $118m | $63m | |
| Schonfeld Strategic Advisors LLC | Q4 2016 | $56m | $56m | |
| Squarepoint Ops LLC | Q4 2014 | $52m | $52m | |
| Tudor Investment Corp | Q1 2016 | $35m | $32m | |
| Man Group PLC | Q1 2018 | $142m | $32m | |
| Steadfast Capital Management LP | Q2 2013 | $62m | $21m | |
| Voloridge Investment Management LLC | Q4 2015 | $42m | $18m | |
| Walleye Capital LLC | Q2 2020 | $20m | $15m | |
| T. Rowe Price Associates Inc | Q2 2013 | $1.6bn | last listed Q2 2023 | |
| Capital World Investors | Q2 2013 | $1.5bn | last listed Q4 2020 | |
| Wellington Management Group LLP | Q3 2013 | $849m | last listed Q4 2023 | |
| D. E. Shaw & Co. | Q2 2013 | $675m | last listed Q3 2025 | |
| Fidelity (FMR LLC) | Q2 2019 | $439m | last listed Q2 2020 | |
| Lone Pine Capital LLC | Q2 2013 | $379m | last listed Q4 2013 | |
| Viking Global Investors LP | Q3 2020 | $317m | last listed Q1 2021 | |
| Janus Henderson Group Ltd | Q4 2017 | $226m | last listed Q4 2020 | |
| Citadel Advisors LLC | Q1 2016 | $218m | last listed Q4 2023 | |
| AllianceBernstein LP | Q2 2022 | $201m | last listed Q1 2025 |
What VRSN 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 VRSN →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.
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The holdings, every quarter, and the week between
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