VRNS
Varonis Systems, Inc. · Technology · Software - Infrastructure
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | +5 | 74.03M | $3.10B | +12 | −7 |
| Q1 2026 | 112 | -2 | 73.44M | $1.58B | +8 | −11 |
| Q4 2025 | 115 | 0 | 80.80M | $2.65B | +2 | −1 |
| Q3 2025 | 16 | -3 | 41.32M | $2.37B | — | −4 |
| Q2 2025 | 17 | +1 | 38.95M | $1.98B | +2 | −1 |
| Q1 2025 | 13 | -1 | 11.91M | $481.85M | +1 | −2 |
| Q4 2024 | 14 | -2 | 12.14M | $539.54M | +1 | −3 |
| Q3 2024 | 15 | +3 | 6.88M | $388.68M | +4 | −1 |
| Q2 2024 | 12 | — | 6.24M | $299.49M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 2.59M | — | $124.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 2.59M | — | $124.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 920.85K | — | $44.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 920.85K | — | $44.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 916.18K | — | $43.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 906.92K | — | $43.51M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 362.13K | — | $17.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 362.13K | — | $17.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 197.10K | — | $9.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 148.71K | — | $7.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 79.55K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 79.55K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 68.58K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 31.21K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 31.21K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baillie Gifford ✦ | 19.80K | — | $949,998 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baillie Gifford ✦ | 19.80K | — | $949,998 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Marshall Wace ✦ | 5.42K | — | $260,141 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 297 holders, 106.70M shares, $2.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.