Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,061,899
+$44,071,602 QoQ
Shares Held
2,241,704
-3.7% QoQ
Ownership
1.95%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
#16
of 348 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AMERICAN CAPITAL MANAGEMENT INC holds $475,589,735 across 8 Software - Infrastructure names. VRNS ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
572,934 | $195,381,952 | |
| 2 | FTNT |
Fortinet, Inc.
|
729,885 | $112,124,933 | |
| 3 | VRNS |
Varonis Systems Inc
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|
2,241,704 | $94,061,899 | |
| 4 | CGNT |
Cognyte Software Ltd.
|
6,183,567 | $54,291,718 | |
| 5 | RAMP |
LiveRamp Holdings, Inc.
|
246,042 | $9,261,020 | |
| 6 | SNPS |
Synopsys Inc
|
19,196 | $8,562,759 | |
| 7 | QLYS |
Qualys, Inc.
|
7,125 | $979,616 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
18,410 | $925,838 |
All Filings in VRNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,061,899 | 2,241,704 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,990,297 | 2,328,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,496,479 | 1,509,039 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,837,690 | 1,371,806 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,878,757 | 1,179,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,683,890 | 1,253,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,158,503 | 611,265 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,767,783 | 155,182 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,968,475 | 124,421 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $617,643 | 13,094 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $589,364 | 13,016 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $396,836 | 12,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $346,290 | 12,994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $335,893 | 12,914 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $275,645 | 11,514 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||