Position in VRNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$615,930
+$347,661 QoQ
Shares Held
14,679
+214.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#181
of 348 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BRIGHTON JONES LLC holds $391,275,232 across 45 Software - Infrastructure names. VRNS ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
844,803 | $315,128,415 | |
| 2 | ORCL |
Oracle Corp
|
97,196 | $14,244,073 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
45,500 | $8,680,717 | |
| 4 | RELY |
Remitly Global, Inc.
|
332,854 | $7,459,258 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
59,969 | $6,996,583 | |
| 6 | FTNT |
Fortinet, Inc.
|
34,818 | $5,348,741 | |
| 7 | SNPS |
Synopsys Inc
|
8,515 | $3,798,286 | |
| 8 | PANW |
Palo Alto Networks Inc
|
8,112 | $2,766,354 |
All Filings in VRNS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,930 | 14,679 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $268,269 | 4,668 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||