Stephens Investment Management Group LLC
Position in VRNS — Varonis Systems Inc
CIK 1314440
LITTLE ROCK, AR
Position in VRNS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$90,587,947
+$47,803,390 QoQ
Shares Held
2,158,912
+8.3% QoQ
Ownership
1.88%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#17
of 348 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Stephens Investment Management Group LLC holds $684,206,516 across 18 Software - Infrastructure names. VRNS ranks #1 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRNS |
Varonis Systems Inc
This page
|
2,158,912 | $90,587,947 | |
| 2 | OKTA |
Okta, Inc.
|
645,472 | $88,074,654 | |
| 3 | RBRK |
Rubrik, Inc.
|
768,696 | $61,710,914 | |
| 4 | SAIL |
SailPoint, Inc.
|
4,154,901 | $60,827,750 | |
| 5 | TOST |
Toast, Inc.
|
2,170,232 | $60,375,854 | |
| 6 | MDB |
MongoDB, Inc.
|
165,640 | $55,638,476 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
2,426,427 | $47,752,083 | |
| 8 | S |
SentinelOne, Inc.
|
2,442,034 | $41,441,316 |
All Filings in VRNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,587,947 | 2,158,912 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $42,784,557 | 1,992,760 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $55,443,447 | 1,690,349 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $91,071,674 | 1,584,682 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $84,773,003 | 1,670,404 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $64,904,371 | 1,604,558 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $62,147,662 | 1,398,777 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $79,373,629 | 1,404,843 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $70,453,634 | 1,468,702 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $74,142,183 | 1,571,808 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $71,258,539 | 1,573,731 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $49,470,524 | 1,619,860 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $32,101,070 | 1,204,543 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $28,660,757 | 1,101,913 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $29,004,817 | 1,093,696 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $32,239,949 | 1,099,589 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $49,764,539 | 1,046,793 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $47,256,015 | 968,758 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $58,828,684 | 966,782 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $53,605,096 | 930,321 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $48,738,140 | 949,321 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $51,887,961 | 317,144 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $21,082,021 | 182,655 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,159,880 | 182,639 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $7,283,772 | 114,399 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||