Position in VRNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,119,063
+$1,565,717 QoQ
Shares Held
50,502
+95.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#121
of 348 holders
Holding Since
Mar 2020
20 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, 2026SIMPLEX TRADING, LLC holds $269,813,578 across 72 Software - Infrastructure names. VRNS ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
567,292 | $83,136,642 | |
| 2 | MSFT |
Microsoft Corp
|
197,528 | $73,681,894 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
201,696 | $23,531,872 | |
| 4 | FTNT |
Fortinet, Inc.
|
59,034 | $9,068,803 | |
| 5 | AKAM |
Akamai Technologies Inc
|
65,275 | $7,716,157 | |
| 6 | OKTA |
Okta, Inc.
|
45,957 | $6,270,832 | |
| 7 | NET |
Cloudflare, Inc.
|
24,408 | $5,986,794 | |
| 8 | PANW |
Palo Alto Networks Inc
|
14,905 | $5,082,903 |
All Filings in VRNS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,119,063 | 50,502 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $553,346 | 25,773 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,158,692 | 35,326 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $949,059 | 16,514 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $955,469 | 23,621 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $236,367 | 5,320 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $387,405 | 8,076 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $29,811 | 632 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $358,356 | 11,734 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $327,768 | 12,299 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $524,569 | 20,168 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $303,894 | 12,694 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $310,483 | 6,531 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $678,139 | 13,902 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $236,828 | 3,892 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $166,637 | 2,892 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $762,604 | 14,854 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,450,552 | 14,978 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $142,312 | 1,233 | Shares | Sole | 2020-10-14 | |
| 2020-03-31 | $2,228 | 35 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||