Position in VRNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,607,642
-$13,613,030 QoQ
Shares Held
1,239,294
+1.1% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BAMCO INC /NY/ holds $717,051,100 across 14 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IOT |
Samsara Inc.
|
7,881,752 | $255,605,217 | |
| 2 | NET |
Cloudflare, Inc.
|
471,598 | $115,673,557 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
505,576 | $96,456,317 | |
| 4 | RBRK |
Rubrik, Inc.
|
1,115,395 | $89,543,910 | |
| 5 | NTSK |
Netskope Inc
|
4,567,336 | $49,966,655 | |
| 6 | S |
SentinelOne, Inc.
|
1,910,096 | $32,414,329 | |
| 7 | MSFT |
Microsoft Corp
|
63,695 | $23,759,508 | |
| 8 | ZS |
Zscaler, Inc.
|
140,953 | $19,895,515 |
All Filings in VRNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,607,642 | 1,239,294 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $40,220,672 | 1,226,240 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $32,140,097 | 559,250 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,662,214 | 623,886 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,596,795 | 608,079 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,048,939 | 608,799 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $44,834,953 | 793,539 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $38,066,065 | 793,539 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,431,234 | 793,539 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $44,081,845 | 973,539 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $29,685,154 | 972,009 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,904,039 | 972,009 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,967,226 | 613,888 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,287,478 | 763,888 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,562,897 | 850,788 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,945,104 | 850,788 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $31,993,849 | 672,988 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,828,354 | 672,988 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,951,319 | 672,988 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $35,782,020 | 621,000 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,790,440 | 366,000 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $19,960,432 | 122,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,966,725 | 147,000 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,006,545 | 147,000 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,359,475 | 147,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||