Position in VRNS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$722,425
+$410,874 QoQ
Shares Held
17,217
+18.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 348 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. VRNS ranks #65 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in VRNS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,425 | 17,217 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $311,551 | 14,511 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $525,849 | 16,032 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,060,321 | 18,450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $879,852 | 17,337 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $682,553 | 16,874 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $499,970 | 11,253 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $704,103 | 12,462 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $401,988 | 8,380 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $378,963 | 8,034 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $348,112 | 7,688 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $205,370 | 7,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $224,943 | 7,672 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $368,672 | 7,755 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $706,724 | 14,488 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $897,841 | 14,755 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $570,265 | 9,897 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $457,285 | 8,907 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $305,132 | 1,865 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $201,523 | 1,746 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||