TWO SIGMA SECURITIES, LLC

Broker-Dealer

Position in VRNS — Varonis Systems Inc

CIK 1450144 NEW YORK, NY

Back to VRNS Full portfolio

Position in VRNS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$626,773

+$162,933 QoQ

Shares Held

29,193

+261.7% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in VRNS Over Time

Shares Held

Position Value (USD)

Derivatives in VRNS

reported options exposure · as of Jun 30, 2023

CallValue

CallShares

PutValue

$338,455

PutShares

12,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

TWO SIGMA SECURITIES, LLC holds $41,217,371 across 45 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	ORCL	Oracle Corp	85,509	$12,531,343
2	PLTR	Palantir Technologies Inc.	44,088	$5,143,746
3	MSFT	Microsoft Corp	6,019	$2,245,207
4	ZS	Zscaler, Inc.	12,328	$1,740,097
5	FFIV	F5, Inc.	3,944	$1,640,546
6	CHKP	Check Point Software Technologies Ltd	11,901	$1,564,148
7	MDB	MongoDB, Inc.	4,448	$1,494,083
8	FTNT	Fortinet, Inc.	9,052	$1,390,568

All Filings in VRNS

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$626,773	29,193	+261.7%	Shares	Sole	2026-05-15
2025-09-30	$463,840	8,071	+68.4%	Shares	Sole	2025-11-14
2025-06-30	$243,194	4,792	-31.6%	Shares	Sole	2025-08-14
2024-09-30	$395,613	7,002	+316.8%	Shares	Sole	2024-11-14
2023-06-30	$338,455	12,700	-5.2%	Put	Sole	2023-08-14
2022-09-30	$355,368	13,400	—	Put	Sole	2022-11-14
2020-12-31	$274,864	1,680	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.