CADIAN CAPITAL MANAGEMENT, LP

Position in VRNS — Varonis Systems Inc

CIK 1423686 NEW YORK, NY

Position in VRNS

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

Position Value

$66,535,678

-$8,332,978 QoQ

Shares Held

1,585,693

-30.5% QoQ

Ownership

1.38%

of shares outstanding

% of Portfolio

5.04%

of 13F equity value

Holder Rank

#21

of 348 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CADIAN CAPITAL MANAGEMENT, LP holds $217,884,637 across 4 Software - Infrastructure names. VRNS ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FLYW	Flywire Corp	5,744,166	$100,924,996
2	VRNS	Varonis Systems Inc This page	1,585,693	$66,535,678
3	NTNX	Nutanix, Inc.	599,504	$30,550,723
4	VRSN	Verisign Inc/Ca	79,000	$19,873,240

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,535,678	1,585,693	-30.5%	Shares	Sole	2026-08-14
2025-12-31	$74,868,656	2,282,581	+25.7%	Shares	Sole	2026-02-17
2025-09-30	$104,371,267	1,816,100	-52.2%	Shares	Sole	2025-11-14
2024-06-30	$182,345,578	3,801,242	-4.8%	Shares	Sole	2024-08-14
2024-03-31	$188,304,007	3,992,029	+26.7%	Shares	Sole	2024-05-15
2023-12-31	$142,685,430	3,151,180	-11.8%	Shares	Sole	2024-02-14
2023-09-30	$109,160,160	3,574,334	+34.6%	Shares	Sole	2023-11-14
2023-06-30	$70,755,750	2,655,000	+36.9%	Shares	Sole	2023-08-14
2023-03-31	$50,459,400	1,940,000	-18.4%	Shares	Sole	2023-05-15
2022-12-31	$56,884,647	2,376,134	+383.3%	Shares	Sole	2023-02-13
2022-09-30	$13,037,497	491,610	+96.5%	Shares	Sole	2022-11-14
2022-03-31	$11,894,508	250,200	-27.8%	Shares	Sole	2022-05-16
2021-03-31	$17,783,457	346,386	-66.0%	Shares	Sole	2021-05-14
2020-12-31	$166,460,515	1,017,422	-56.0%	Shares	Sole	2021-02-16
2020-09-30	$266,689,682	2,310,604	-10.5%	Shares	Sole	2020-11-13
2020-06-30	$228,423,602	2,581,644	+11.2%	Shares	Sole	2020-08-13
2020-03-31	$147,753,324	2,320,615	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.