Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$130,596,765
+$84,083,857 QoQ
Shares Held
3,112,411
+43.7% QoQ
Ownership
2.71%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#8
of 348 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $7,392,203,733 across 61 Software - Infrastructure names. VRNS ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,608,282 | $3,957,101,351 | |
| 2 | ORCL |
Oracle Corp
|
4,119,442 | $603,704,224 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,285,800 | $436,096,352 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,077,767 | $367,540,102 | |
| 5 | SNPS |
Synopsys Inc
|
438,153 | $195,446,908 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,170,873 | $183,862,186 | |
| 7 | NET |
Cloudflare, Inc.
|
606,033 | $148,647,773 | |
| 8 | CRWV |
CoreWeave, Inc.
|
1,453,871 | $144,718,319 |
All Filings in VRNS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,596,765 | 3,112,411 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $46,512,908 | 2,166,414 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $39,318,605 | 1,198,738 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $63,689,805 | 1,108,227 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $50,668,749 | 998,399 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $40,298,919 | 996,265 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,842,423 | 469,107 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $26,927,448 | 476,592 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $21,448,537 | 447,124 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $23,528,536 | 498,803 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $33,647,929 | 743,108 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $22,872,749 | 748,944 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,676,520 | 738,331 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,865,767 | 648,434 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,895,778 | 622,213 | Shares | Defined | 2023-02-13 | |
| 2021-09-30 | $6,522,024 | 107,182 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,102,716 | 71,203 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,604,837 | 70,215 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,607,869 | 46,500 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||