Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$97,979,621
+$47,293,095 QoQ
Shares Held
2,335,072
-1.1% QoQ
Ownership
2.03%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#14
of 348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clearbridge Investments, LLC holds $6,269,726,638 across 20 Software - Infrastructure names. VRNS ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,205,738 | $2,314,864,387 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,155,088 | $1,416,968,109 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,250,824 | $620,208,456 | |
| 4 | ORCL |
Oracle Corp
|
4,214,719 | $617,667,069 | |
| 5 | SNPS |
Synopsys Inc
|
819,127 | $365,387,980 | |
| 6 | NET |
Cloudflare, Inc.
|
912,622 | $223,847,924 | |
| 7 | XYZ |
Block, Inc.
|
1,851,568 | $140,719,168 | |
| 8 | RBRK |
Rubrik, Inc.
|
1,577,133 | $126,612,237 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,979,621 | 2,335,072 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $50,686,526 | 2,360,807 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $83,449,104 | 2,544,180 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $130,479,830 | 2,270,399 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $122,855,194 | 2,420,792 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $105,157,339 | 2,599,687 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $114,152,932 | 2,569,276 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $171,918,595 | 3,042,807 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $160,754,617 | 3,351,149 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $170,947,193 | 3,624,066 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $168,563,493 | 3,722,692 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $111,535,744 | 3,652,120 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $97,109,295 | 3,643,876 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $93,217,239 | 3,583,900 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $84,075,460 | 3,511,924 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $92,424,321 | 3,485,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $101,769,397 | 3,470,989 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $164,901,522 | 3,468,690 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $151,596,971 | 3,107,769 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $182,655,453 | 3,001,733 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $172,800,536 | 2,998,968 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $151,457,877 | 2,950,095 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $160,154,327 | 978,878 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $112,852,730 | 977,758 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $86,720,919 | 980,120 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $61,787,754 | 970,439 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||