TREMBLANT CAPITAL GROUP

Position in VRNS — Varonis Systems Inc

CIK 1353312 WEST PALM BEACH, FL

Back to VRNS Full portfolio

Position in VRNS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$157,343,286

+$80,487,815 QoQ

Shares Held

3,749,840

+4.8% QoQ

Ownership

3.26%

of shares outstanding

% of Portfolio

4.52%

of 13F equity value

Holder Rank

of 348 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in VRNS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

TREMBLANT CAPITAL GROUP holds $353,732,783 across 3 Software - Infrastructure names. VRNS ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRNS	Varonis Systems Inc This page	3,749,840	$157,343,286
2	MDB	MongoDB, Inc.	303,538	$101,958,414
3	NET	Cloudflare, Inc.	384,993	$94,431,083

All Filings in VRNS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,343,286	3,749,840	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$76,855,471	3,579,668	+2.0%	Shares	Sole	2026-05-15
2025-12-31	$115,116,487	3,509,649	+678.0%	Shares	Sole	2026-02-17
2025-09-30	$25,926,153	451,125	-31.0%	Shares	Sole	2025-11-14
2025-06-30	$33,175,122	653,697	+5.5%	Shares	Sole	2025-08-14
2025-03-31	$25,066,460	619,690	+3.6%	Shares	Sole	2025-05-15
2024-12-31	$26,581,180	598,271	+2.3%	Shares	Sole	2025-02-14
2024-09-30	$33,050,861	584,971	-2.5%	Shares	Sole	2024-11-14
2024-06-30	$28,793,224	600,234	-4.4%	Shares	Sole	2024-08-14
2024-03-31	$29,627,477	628,100	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$28,396,355	627,128	-55.2%	Shares	Sole	2024-02-14
2023-09-30	$42,727,719	1,399,074	+13.0%	Shares	Sole	2023-11-14
2023-06-30	$33,004,052	1,238,426	+30.6%	Shares	Sole	2023-08-14
2023-03-31	$24,661,199	948,143	-63.4%	Shares	Sole	2023-05-15
2022-12-31	$62,005,701	2,590,046	-18.7%	Shares	Sole	2023-02-14
2022-09-30	$84,485,373	3,185,723	+32.0%	Shares	Sole	2022-11-14
2022-06-30	$70,761,034	2,413,405	+2.5%	Shares	Sole	2022-08-15
2022-03-31	$111,930,315	2,354,445	+27.2%	Shares	Sole	2022-05-16
2021-12-31	$90,321,974	1,851,619	+50.2%	Shares	Sole	2022-02-14
2021-09-30	$75,032,552	1,233,074	-11.3%	Shares	Sole	2021-11-15
2021-06-30	$80,063,969	1,389,517	-3.8%	Shares	Sole	2021-08-16
2021-03-31	$74,178,958	1,444,857	+288.8%	Shares	Sole	2021-05-17
2020-12-31	$60,797,513	371,600	-29.6%	Shares	Sole	2021-02-16
2020-09-30	$60,955,788	528,122	-21.3%	Shares	Sole	2020-11-16
2020-06-30	$59,352,759	670,805	-7.6%	Shares	Sole	2020-08-14
2020-03-31	$46,231,924	726,119	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.