VRNS
Varonis Systems, Inc. · Technology · Software - Infrastructure
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 2.59M | — | $124.09M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 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 ✦ (pasivo) | 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 ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 297 tenedores, 106.70M acciones, $2.17B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.