Position in VRNS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,098,219
+$584,700 QoQ
Shares Held
26,173
+9.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 348 holders
Holding Since
Sep 2020
24 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $6,577,302,767 across 71 Software - Infrastructure names. VRNS ranks #50 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,497,807 | $4,288,911,967 | |
| 2 | ORCL |
Oracle Corp
|
2,807,230 | $411,399,556 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,010,228 | $344,507,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596,688 | $304,624,120 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,228,011 | $143,272,043 | |
| 6 | SNPS |
Synopsys Inc
|
315,493 | $140,731,962 | |
| 7 | VRSN |
Verisign Inc/Ca
|
531,550 | $133,716,718 | |
| 8 | FTNT |
Fortinet, Inc.
|
570,526 | $87,644,204 |
All Filings in VRNS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,219 | 26,173 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $513,519 | 23,918 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,060,948 | 32,346 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,255,754 | 39,251 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,015,993 | 39,724 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,631,429 | 40,332 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,430,468 | 32,196 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,764,721 | 31,234 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,385,373 | 28,880 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,325,571 | 28,102 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,166,865 | 25,770 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $494,015 | 16,176 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $333,897 | 12,529 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $326,815 | 12,565 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $327,978 | 13,700 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $552,013 | 20,815 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $500,316 | 17,064 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $713,337 | 15,005 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $707,749 | 14,509 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $978,650 | 16,083 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $727,798 | 12,631 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $562,891 | 10,964 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $371,722 | 2,272 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $202,908 | 1,758 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||