Position in VRNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$125,684,969
+$63,762,656 QoQ
Shares Held
2,995,352
+3.9% QoQ
Ownership
2.61%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,390,056 across 148 Software - Infrastructure names. VRNS ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,684,969 | 2,995,352 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $61,922,313 | 2,884,132 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $92,928,304 | 2,833,180 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $154,089,655 | 2,681,219 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $135,519,907 | 2,670,343 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $107,718,389 | 2,663,001 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $116,168,721 | 2,614,646 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $147,773,603 | 2,615,462 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $124,070,182 | 2,586,412 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $115,642,302 | 2,451,607 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $107,618,560 | 2,376,735 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $69,810,347 | 2,285,866 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $58,866,758 | 2,208,884 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $54,841,876 | 2,108,492 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $49,073,361 | 2,049,848 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,199,952 | 1,968,324 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,094,408 | 1,913,179 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $90,278,507 | 1,899,001 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $90,127,488 | 1,847,632 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $109,475,417 | 1,799,103 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $104,279,293 | 1,809,776 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $86,339,607 | 1,681,722 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $79,671,574 | 486,960 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $53,067,069 | 459,774 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $41,379,659 | 467,673 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $28,043,343 | 440,449 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||