Varonis Systems Inc
VRNS- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001361113
No open-market purchases or sales by Varonis Systems Inc insiders were filed in the last 90 days; 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.
13F holders, Q4 2025
Institutional positions in Varonis Systems Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 321
- −31 vs. Q3 2025
- Shares held
- 113.8M
- +1.30M (+1.2%) vs. Q3 2025
- Total value
- $3.73B
- −$2.74B (−42.3%) vs. Q3 2025
- New holders
- 67
- 111 more added
- Sold out
- 98
- 107 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VRNS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 352 | $4.67B |
| Q1 2026 | 302 | $2.32B |
| Q4 2025 | 321 | $3.73B |
| Q3 2025 | 362 | $6.54B |
| Q2 2025 | 335 | $5.86B |
| Q1 2025 | 322 | $4.73B |
| Q4 2024 | 354 | $5.17B |
| Q3 2024 | 339 | $6.31B |
| Q2 2024 | 323 | $5.38B |
| Q1 2024 | 311 | $5.11B |
| Q4 2023 | 295 | $4.72B |
| Q3 2023 | 244 | $3.10B |
| Q2 2023 | 254 | $2.75B |
| Q1 2023 | 275 | $2.65B |
| Q4 2022 | 256 | $2.43B |
| Q3 2022 | 248 | $2.70B |
| Q2 2022 | 245 | $2.99B |
| Q1 2022 | 259 | $4.95B |
| Q4 2021 | 289 | $5.04B |
| Q3 2021 | 286 | $6.50B |
| Q2 2021 | 265 | $6.05B |
| Q1 2021 | 284 | $5.26B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Varonis Systems Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,418,273 | $440.1M | 0.01% | +822,925+6.5% | Added |
| BlackRock, Inc. | 11,226,717 | $368.2M | 0.01% | +638,401+6.0% | Added |
| First Trust Advisors LP | 4,427,245 | $145.2M | 0.11% | +1,279,002+40.6% | Added |
| Tremblant Capital Group | 3,509,649 | $115.1M | 2.94% | +3,058,524+678.0% | Added |
| Voya Investment Management LLC | 3,471,503 | $113.9M | 0.11% | +159,377+4.8% | Added |
| RGM Capital, LLC | 3,160,093 | $103.7M | 5.03% | +460,580+17.1% | Added |
| FMR LLC | 2,959,155 | $97.1M | 0.00% | +923,342+45.4% | Added |
| State Street Corp | 2,835,650 | $93.0M | 0.00% | +108,967+4.0% | Added |
| Geode Capital Management, LLC | 2,833,180 | $92.9M | 0.01% | +151,961+5.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,732,556 | $89.6M | 0.10% | +2,732,556 | New |
| Clearbridge Investments, LLC | 2,544,180 | $83.4M | 0.07% | +273,781+12.1% | Added |
| Nomura Asset Management International Inc. | 2,361,646 | $77.5M | 0.12% | +2,361,646 | New |
| Cadian Capital Management, LP | 2,282,581 | $74.9M | 5.41% | +466,481+25.7% | Added |
| Penserra Capital Management LLC | 2,281,839 | $74.8M | 0.89% | +1,014,617+80.1% | Added |
| Soma Equity Partners LP | 2,255,117 | $74.0M | 4.32% | +102,498+4.8% | Added |
| Pictet Asset Management Holding SA | 2,178,380 | $71.5M | 0.07% | +1,084,267+99.1% | Added |
| Stephens Investment Management Group LLC | 1,690,349 | $55.4M | 0.72% | +105,667+6.7% | Added |
| Morgan Stanley | 1,548,868 | $50.8M | 0.00% | +581,263+60.1% | Added |
| American Capital Management Inc | 1,509,039 | $49.5M | 2.18% | +137,233+10.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,472,020 | $48.3M | 0.07% | +247,034+20.2% | Added |
| Jacobs Levy Equity Management, Inc | 1,471,418 | $48.3M | 0.19% | +1,471,418 | New |
| Clal Insurance Enterprises Holdings Ltd | 1,460,000 | $47.9M | 0.31% | +100,000+7.4% | Added |
| Principal Financial Group Inc | 1,410,846 | $46.3M | 0.02% | −4240.0% | Reduced |
| Goldman Sachs Group Inc | 1,233,424 | $40.5M | 0.01% | −1,733,219−58.4% | Reduced |
| Bamco Inc | 1,226,240 | $40.2M | 0.11% | +666,990+119.3% | Added |
| Neuberger Berman Group LLC | 1,198,738 | $39.3M | 0.03% | +90,511+8.2% | Added |
| JPMorgan Chase & Co | 1,195,613 | $39.2M | 0.00% | −29,293−2.4% | Reduced |
| UBS Group AG | 1,175,699 | $38.6M | 0.01% | −62,997−5.1% | Reduced |
| Nomura Holdings Inc | 1,122,872 | $36.8M | 0.11% | +1,122,872 | New |
| Charles Schwab Investment Management Inc | 1,067,012 | $35.0M | 0.01% | +81,323+8.3% | Added |
| Northern Trust Corp | 1,039,950 | $34.1M | 0.00% | −8,574−0.8% | Reduced |
| Jennison Associates LLC | 1,036,934 | $34.0M | 0.02% | +498,413+92.6% | Added |
| Emerald Advisers, LLC | 907,764 | $29.8M | 0.92% | −2,877−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 887,713 | $29.1M | 0.02% | +168,173+23.4% | Added |
| Norges Bank | 878,383 | $28.8M | 0.00% | +878,383 | New |
| Phoenix Holdings Ltd. | 853,336 | $28.0M | 0.30% | −548,165−39.1% | Reduced |
| Bank of America Corp | 845,329 | $27.7M | 0.00% | −143,489−14.5% | Reduced |
| Two Sigma Advisers, LP | 837,000 | $27.5M | 0.05% | −995,003−54.3% | Reduced |
| Millennium Management LLC | 780,981 | $25.6M | 0.02% | −487,979−38.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 732,189 | $24.0M | 0.21% | +409,966+127.2% | Added |
| Two Sigma Investments, LP | 708,070 | $23.2M | 0.03% | −809,731−53.3% | Reduced |
| Woodline Partners LP | 649,361 | $21.3M | 0.08% | +649,361 | New |
| AustralianSuper Pty Ltd | 602,379 | $19.8M | 0.09% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 555,882 | $18.2M | 0.89% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 537,040 | $17.6M | 0.00% | −317,336−37.1% | Reduced |
| AQR Capital Management LLC | 498,561 | $16.4M | 0.01% | −264,587−34.7% | Reduced |
| Barclays PLC | 487,791 | $16.0M | 0.01% | −60,841−11.1% | Reduced |
| Herald Investment Management Ltd | 483,500 | $15.9M | 2.07% | +40,000+9.0% | Added |
| ION Fund Management Ltd | 480,000 | $15.7M | 2.01% | +480,000 | New |
| Bank of New York Mellon Corp | 471,460 | $15.5M | 0.00% | −6,101−1.3% | Reduced |
| Bank of Montreal | 458,258 | $15.0M | 0.01% | +515+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 442,670 | $14.5M | 0.01% | +345,881+357.4% | Added |
| Wells Fargo & Company | 442,273 | $14.5M | 0.00% | +13,480+3.1% | Added |
| Harvey Partners, LLC | 406,085 | $13.3M | 1.20% | +285+0.1% | Added |
| Legal & General Group Plc | 374,037 | $12.3M | 0.00% | −381,762−50.5% | Reduced |
| Royal Bank of Canada | 360,042 | $11.8M | 0.00% | −266,483−42.5% | Reduced |
| Nomura Asset Management Co Ltd | 347,400 | $11.4M | 0.03% | −193,980−35.8% | Reduced |
| Kopion Asset Management, LLC | 331,969 | $10.9M | 7.79% | +152,121+84.6% | Added |
| Swedbank AB | 328,309 | $10.8M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 308,719 | $10.2M | 0.00% | −91,577−22.9% | Reduced |
| Citigroup Inc | 302,729 | $9.93M | 0.01% | +112,761+59.4% | Added |
| Russell Investments Group, Ltd. | 302,518 | $9.92M | 0.01% | +291,781+2,717.5% | Added |
| WCM Investment Management, LLC | 289,128 | $9.57M | 0.02% | −143,343−33.1% | Reduced |
| Senvest Management, LLC | 286,292 | $9.39M | 0.29% | +204,515+250.1% | Added |
| Peregrine Capital Management LLC | 283,367 | $9.29M | 0.28% | +22,321+8.6% | Added |
| UBS Asset Management Americas Inc | 279,750 | $9.18M | 0.00% | +91,815+48.9% | Added |
| Assenagon Asset Management S.A. | 270,606 | $8.88M | 0.01% | +105,378+63.8% | Added |
| Panagora Asset Management Inc | 266,171 | $8.73M | 0.03% | +5,808+2.2% | Added |
| BW Gestao de Investimentos Ltda. | 263,169 | $8.63M | 0.30% | −56,582−17.7% | Reduced |
| Deutsche Bank AG | 246,257 | $8.08M | 0.00% | −35,506−12.6% | Reduced |
| Citadel Advisors LLC | 244,789 | $8.03M | 0.01% | +244,789 | New |
| KBC Group NV | 239,698 | $7.86M | 0.02% | +88,280+58.3% | Added |
| Nuveen, LLC | 238,139 | $7.81M | 0.00% | −207,541−46.6% | Reduced |
| Swiss National Bank | 220,954 | $7.25M | 0.00% | +4,000+1.8% | Added |
| Man Group plc | 216,798 | $7.11M | 0.01% | −307,158−58.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 216,009 | $7.09M | 0.02% | +100,436+86.9% | Added |
| Axiom Investors LLC | 214,080 | $7.02M | 0.06% | −137,652−39.1% | Reduced |
| Victory Capital Management Inc | 210,789 | $6.91M | 0.00% | −305,881−59.2% | Reduced |
| State of Wisconsin Investment Board | 205,271 | $6.73M | 0.02% | −29,005−12.4% | Reduced |
| Vident Advisory, LLC | 205,055 | $6.73M | 0.06% | −42,801−17.3% | Reduced |
| Great West Life Assurance Co | 204,514 | $6.71M | 0.01% | +7,413+3.8% | Added |
| Susquehanna International Group, LLP | 196,519 | $6.45M | 0.01% | +170,323+650.2% | Added |
| Kornitzer Capital Management Inc | 180,358 | $5.92M | 0.12% | −126,477−41.2% | Reduced |
| Verition Fund Management LLC | 161,020 | $5.28M | 0.03% | −104,580−39.4% | Reduced |
| Ieq Capital, LLC | 160,981 | $5.28M | 0.02% | −66,702−29.3% | Reduced |
| Meridiem Capital Partners LP | 154,638 | $5.07M | 0.32% | +154,638 | New |
| Nicholas Company, Inc. | 154,615 | $5.07M | 0.09% | −7,075−4.4% | Reduced |
| Marshall Wace, LLP | 154,364 | $5.06M | 0.00% | +132,992+622.3% | Added |
| California Public Employees Retirement System | 147,256 | $4.83M | 0.00% | −181,077−55.2% | Reduced |
| Public Sector Pension Investment Board | 146,902 | $4.82M | 0.02% | +146,902 | New |
| Rhumbline Advisers | 146,224 | $4.80M | 0.00% | −28,404−16.3% | Reduced |
| SG Americas Securities, LLC | 145,014 | $4.76M | 0.01% | +120,523+492.1% | Added |
| SEI Investments Co | 144,831 | $4.75M | 0.00% | −223,817−60.7% | Reduced |
| Harber Asset Management LLC | 139,385 | $4.57M | 1.92% | +139,385 | New |
| Davy Global Fund Management Ltd | 128,465 | $4.21M | 0.29% | +42,555+49.5% | Added |
| Raiffeisen Bank International AG | 120,000 | $3.97M | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 119,313 | $3.91M | 0.00% | +15,384+14.8% | Added |
| EFG International AG | 119,175 | $3.91M | 0.08% | +119,175 | New |
| Alliancebernstein L.P. | 118,427 | $3.88M | 0.00% | −15,603−11.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,674 | $3.70M | 0.01% | −132,344−54.0% | Reduced |