Senvest Management, LLC

CIK

1328785

City

New York

State / Country

Stock

VRNS — Varonis Systems Inc

Top Portfolio Positions

49 positions · $3,020,478,631 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
TSEM	Tower Semiconductor Ltd Technology	2,272,079	$398,704,422	13.20%
WIX	Wix.com Ltd. Technology	3,754,680	$338,184,027	11.20%
ILMN	Illumina, Inc. Healthcare	1,544,567	$190,383,328	6.30%
BILL	BILL Holdings, Inc. Technology	4,036,248	$154,588,298	5.12%
ALGN	Align Technology Inc Healthcare	754,797	$129,394,849	4.28%
MDA	MDA Space Ltd. Industrials	4,761,887	$120,570,978	3.99%
RDWR	Radware Ltd Technology	4,046,559	$106,505,432	3.53%
RH	Rh Consumer Cyclical	636,219	$88,956,140	2.95%
PATH	UiPath, Inc. Technology	7,784,822	$86,411,524	2.86%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	423,451	$83,966,098	2.78%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,108,806	1,448,943	+406.1%	Shares	Defined	2026-05-14
2025-12-31	$9,390,377	286,292	+250.1%	Shares	Defined	2026-02-12
2025-09-30	$4,699,724	81,777	0.0%	Shares	Defined	2025-11-14
2025-06-30	$4,150,182	81,777	-71.8%	Shares	Defined	2025-08-11
2025-03-31	$11,729,569	289,977	+106.0%	Shares	Defined	2025-05-14
2024-12-31	$6,255,521	140,795	0.0%	Shares	Defined	2025-02-13
2024-09-30	$7,954,917	140,795	0.0%	Shares	Defined	2024-11-12
2024-06-30	$6,753,936	140,795	0.0%	Shares	Defined	2024-08-13
2024-03-31	$6,641,300	140,795	-22.1%	Shares	Defined	2024-05-14
2023-12-31	$8,186,397	180,795	-63.3%	Shares	Defined	2024-02-12
2023-09-30	$15,044,614	492,620	+1.2%	Shares	Defined	2023-11-13
2023-06-30	$12,974,792	486,859	+89.5%	Shares	Defined	2023-08-11
2023-03-31	$6,680,902	256,859	-10.5%	Shares	Defined	2023-05-12
2022-12-31	$6,867,404	286,859	+117.5%	Shares	Sole	2023-02-10
2022-09-30	$3,496,900	131,859	0.0%	Shares	Sole	2022-11-10
2022-06-30	$3,866,105	131,859	-21.0%	Shares	Sole	2022-08-12
2022-03-31	$7,932,476	166,859	+13.6%	Shares	Sole	2022-05-13
2021-12-31	$7,163,782	146,859	+124.5%	Shares	Sole	2022-02-11
2021-09-30	$3,980,137	65,409	0.0%	Shares	Sole	2021-11-12
2021-06-30	$3,768,866	65,409	0.0%	Shares	Sole	2021-08-13
2021-03-31	$3,358,098	65,409	+200.0%	Shares	Sole	2021-05-14
2020-12-31	$1,189,063	21,803	-40.8%	Shares	Sole	2021-02-12
2020-09-30	$1,415,932	36,803	-40.4%	Shares	Sole	2020-11-13
2020-06-30	$1,820,827	61,737	+90.7%	Shares	Sole	2020-08-13
2020-03-31	$686,998	32,370	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.