Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,245
New position
Shares Held
125
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 348 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GFS Advisors, LLC holds $3,320,646 across 9 Software - Infrastructure names. VRNS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
64,852 | $2,360,199 | |
| 2 | ORCL |
Oracle Corp
|
131,300 | $772,319 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
644 | $122,865 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
11,058 | $39,043 | |
| 5 | MSFT |
Microsoft Corp
|
75,981 | $11,345 | |
| 6 | ZS |
Zscaler, Inc.
|
39 | $5,504 | |
| 7 | VRNS |
Varonis Systems Inc
This page
|
125 | $5,245 | |
| 8 | XYZ |
Block, Inc.
|
16,025 | $3,800 |
All Filings in VRNS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,245 | 125 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||