Varonis Systems Inc
VRNS- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001361113
In the last 90 days, Varonis Systems Inc insiders filed 1 open-market purchase and 0 sales; 352 institutions reported holding it in 13F filings for Q2 2026, worth $4.67B in total; Soros Fund Management is the only superinvestor holding it.
Key figures
- Market capClose on Nov 10, 2026
- $5.66B
- Insider buysLast 90 days, $26.1K in total
- 1
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +55 vs. previous quarter
- 352
- 13F valueReported value at the end of Q2 2026
- $4.67B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $623.5M
- +13.2% year over year
- Net income, FY2025
- -$129.3M
- No comparable prior period
- Free cash flow, FY2025
- $134.8M
- +24.2% year over year
- Revenue, Q3 FY2026
- $189.5M
- +17.3% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $129.3M (20.7% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 4.70M
- Shares sold short
- Change
- −1.23M
- −20.8% vs. previous
- Days to cover
- 1.00
- At average daily volume
Superinvestors holding VRNS, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Varonis Systems Inc on Form 13F. Percentages are the stock's share of each portfolio.
Soros Fund Management
George Soros
<0.1%
Varonis Systems Inc's share of the portfolio
- Shares
- 80,000
- Value
- $3.36M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Varonis Systems Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 5, 2026 (view filing)4:18 PM ET | Feb 19 | 259 daysLate | Prishkolnik RachelDirector | PPurchaseCommon Stock, par value $0.001 per share | +1.01K | $25.72 | +$26.1K | +3.1%34.0K after | |
| Feb 10, 2026 (view filing) | Feb 9 | 1 day | Faitelson YakovCEO, President, Chairman | PPurchaseCommon Stock, par value $0.001 per share | +26.7K | $22.41 | +$598.9K | +1.2%2.19M after | |
| Feb 10, 2026 (view filing) | Feb 9 | 1 day | Bass DavidEVP Engineering & CTO | PPurchaseCommon Stock, par value $0.001 per share | +2.98K | $23.47 | +$69.9K | +0.3%1.04M after | |
| Feb 10, 2026 (view filing) | Feb 6 | 4 days | Gavin John J JrDirector | PPurchaseCommon Stock, par value $0.001 per share | +5.00K | $22.54 | +$112.7K | +1.9%273.7K after | |
| Feb 10, 2026 (view filing) | Feb 6 | 4 days | Kess Avrohom J.Director | PPurchaseCommon Stock, par value $0.001 per share | +17.8K | $22.29 | +$396.8K | +56.3%49.4K after | |
| Sep 2, 2025 (view filing) | Aug 28-29 | 5 days | Melamed GuyCFO and COO | SSaleCommon Stock, par value $0.001 per share | −5.39K | $59.54 | −$321.0K | −1.3%412.1K after | 2 lots10b5-1 |
| Aug 26, 2025 (view filing) | Aug 22 | 4 days | Melamed GuyCFO and COO | SSaleCommon Stock, par value $0.001 per share | −10.4K | $59.53 | −$619.1K | −2.4%417.5K after | 10b5-1 |
| Aug 15, 2025 (view filing) | Aug 13 | 2 days | Melamed GuyCFO and COO | SSaleCommon Stock, par value $0.001 per share | −42.7K | $57.72 | −$2.46M | −9.1%427.9K after | 10b5-1 |
| Aug 1, 2025 (view filing) | Aug 1 | Same day | Melamed GuyCFO and COO | SSaleCommon Stock, par value $0.001 per share | −51.9K | $55.10 | −$2.86M | −9.9%470.6K after | 10b5-1 |
| Aug 1, 2025 (view filing) | Aug 1 | Same day | Van Den Bosch FredDirector | SSaleCommon Stock, par value $0.001 per share | −3.00K | $55.08 | −$165.2K | −2.3%128.7K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 352 holdersThe largest institutional positions in Varonis Systems Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,789,273 | $536.6M | 0.01% | +1,484,140+13.1% | Added |
| Vanguard Portfolio Management LLC | 7,565,214 | $317.4M | 0.01% | +82,099+1.1% | Added |
| Vanguard Capital Management LLC | 4,986,423 | $209.2M | 0.00% | −114,091−2.2% | Reduced |
| Tremblant Capital Group | 3,749,840 | $157.3M | 4.52% | +170,172+4.8% | Added |
| Voya Investment Management LLC | 3,719,587 | $156.1M | 0.13% | +1,305,978+54.1% | Added |
| Jacobs Levy Equity Management, Inc | 3,331,623 | $139.8M | 0.50% | +749,476+29.0% | Added |
| First Trust Advisors LP | 3,198,578 | $134.2M | 0.08% | +394,591+14.1% | Added |
| Neuberger Berman Group LLC | 3,112,411 | $130.2M | 0.09% | +945,997+43.7% | Added |
| State Street Corp | 3,062,788 | $128.5M | 0.00% | +154,191+5.3% | Added |
| Geode Capital Management, LLC | 2,995,352 | $125.7M | 0.01% | +111,220+3.9% | Added |
Holders of 5% or more of VRNS
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Varonis Systems Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 9.10%10.2M shares | – | Jul 17, 20251 filing | Jul 17, 2025 | SEC |
| Vanguard Portfolio Management LLC | 13G | 6.45%7.58M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.10%5.99M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in VRNS1 member of Congress reported 1 trade in Varonis Systems Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Apr 27, 2020 |  Donna E. Shalala House · FL | Sell | $1K-$15K |
House · FL · Apr 27, 2020
Sell$1K-$15K