Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,087,481
+$9,365,113 QoQ
Shares Held
335,736
+52.6% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 348 holders
Holding Since
Jun 2020
18 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, 2026MARSHALL WACE, LLP holds $3,379,143,130 across 82 Software - Infrastructure names. VRNS ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,340,231 | $1,245,972,967 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,609,060 | $304,399,030 | |
| 3 | NET |
Cloudflare, Inc.
|
1,065,580 | $261,365,460 | |
| 4 | PANW |
Palo Alto Networks Inc
|
485,051 | $165,412,091 | |
| 5 | FTNT |
Fortinet, Inc.
|
967,900 | $148,688,798 | |
| 6 | ORCL |
Oracle Corp
|
968,054 | $141,868,313 | |
| 7 | RELY |
Remitly Global, Inc.
|
4,757,532 | $106,616,291 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
2,031,890 | $98,831,129 |
All Filings in VRNS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,087,481 | 335,736 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,722,368 | 219,952 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,063,138 | 154,364 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,228,247 | 21,372 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,743,291 | 54,055 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $8,747,109 | 216,245 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,929,966 | 88,453 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $260,141 | 5,423 | Shares | Other | 2024-08-14 | |
| 2023-12-31 | $397,920 | 8,788 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $2,040,354 | 78,445 | Shares | Other | 2023-05-15 | |
| 2022-06-30 | $6,848,155 | 233,566 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $8,246,811 | 173,471 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $31,227,638 | 640,173 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,363,770 | 22,412 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $11,051,961 | 215,270 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $527,315 | 3,223 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,192,629 | 27,661 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,975,756 | 22,330 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||