Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,125,473
+$42,263,182 QoQ
Shares Held
1,575,917
+41.8% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 348 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $15,376,197,009 across 92 Software - Infrastructure names. VRNS ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,473,057 | $4,279,679,716 | |
| 2 | FTNT |
Fortinet, Inc.
|
8,673,742 | $1,332,460,242 | |
| 3 | VRSN |
Verisign Inc/Ca
|
4,949,848 | $1,245,183,758 | |
| 4 | NTNX |
Nutanix, Inc.
|
17,778,710 | $906,003,056 | |
| 5 | RBRK |
Rubrik, Inc.
|
9,947,988 | $798,624,474 | |
| 6 | SNPS |
Synopsys Inc
|
1,507,732 | $672,554,008 | |
| 7 | NET |
Cloudflare, Inc.
|
2,076,835 | $509,406,083 | |
| 8 | MDB |
MongoDB, Inc.
|
1,503,774 | $505,117,682 |
All Filings in VRNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,125,473 | 1,575,917 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,862,291 | 1,111,425 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $16,352,799 | 498,561 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $43,858,114 | 763,148 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $28,614,776 | 563,838 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,214,077 | 499,730 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $12,921,975 | 290,839 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $12,639,727 | 223,712 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,816,156 | 79,553 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,590,300 | 97,314 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,514,307 | 55,528 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,360,190 | 44,538 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,661,627 | 62,350 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $441,597 | 16,978 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $331,880 | 13,863 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $277,308 | 9,458 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,342,767 | 28,245 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,153,744 | 23,652 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,661,205 | 27,300 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,939,719 | 33,664 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,430,691 | 27,867 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,405,737 | 8,592 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $981,069 | 8,500 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $573,349 | 6,480 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $347,064 | 5,451 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||