Position in VRNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$35,296,458
+$16,638,578 QoQ
Shares Held
841,193
-3.2% QoQ
Ownership
0.732%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#34
of 348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $43,843,901 across 7 Software - Infrastructure names. VRNS ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRNS |
Varonis Systems Inc
This page
|
841,193 | $35,296,458 | |
| 2 | MSFT |
Microsoft Corp
|
12,893 | $4,809,346 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,183 | $1,085,466 | |
| 4 | NET |
Cloudflare, Inc.
|
4,196 | $1,029,194 | |
| 5 | MDB |
MongoDB, Inc.
|
2,911 | $977,804 | |
| 6 | TWLO |
Twilio Inc
|
1,737 | $358,395 | |
| 7 | ORCL |
Oracle Corp
|
1,960 | $287,238 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,296,458 | 841,193 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,657,880 | 869,021 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $29,774,659 | 907,764 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $52,334,538 | 910,641 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,842,177 | 942,703 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $36,690,779 | 907,065 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $41,121,831 | 925,542 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $52,751,564 | 933,656 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $45,792,209 | 954,601 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $47,546,841 | 1,007,989 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $43,217,586 | 954,452 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $29,615,096 | 969,715 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $24,367,081 | 914,337 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $23,745,075 | 912,921 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $22,843,787 | 954,210 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $25,626,594 | 966,312 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $28,595,796 | 975,300 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $45,991,479 | 967,427 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $41,134,222 | 843,260 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $52,555,353 | 863,687 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $49,346,113 | 856,406 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $49,746,201 | 968,956 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $60,503,342 | 369,802 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $49,680,302 | 430,431 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $39,346,392 | 444,693 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $26,102,494 | 409,966 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||