Position in VRNS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,979,794
+$6,028,449 QoQ
Shares Held
380,834
-17.8% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#55
of 351 holders
Holding Since
Mar 2020
26 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, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $97,810,037 across 10 Software - Infrastructure names. VRNS ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
147,500 | $23,161,925 | |
| 2 | VRNS |
Varonis Systems Inc
This page
|
380,834 | $15,979,794 | |
| 3 | RDWR |
Radware Ltd
|
456,817 | $14,097,372 | |
| 4 | MSFT |
Microsoft Corp
|
25,800 | $9,623,916 | |
| 5 | BAND |
Bandwidth Inc.
|
124,000 | $7,849,200 | |
| 6 | FIVN |
Five9, Inc.
|
354,500 | $7,557,940 | |
| 7 | QLYS |
Qualys, Inc.
|
47,500 | $6,530,775 | |
| 8 | AVPT |
AvePoint, Inc.
|
575,250 | $6,448,552 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,979,794 | 380,834 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,951,345 | 463,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,858,800 | 483,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,487,945 | 443,500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $22,507,625 | 443,500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $17,939,575 | 443,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,704,705 | 443,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,905,250 | 458,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,953,645 | 478,500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,570,845 | 478,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,119,280 | 488,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,363,910 | 503,075 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,406,948 | 503,075 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $13,084,980 | 503,075 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $12,043,615 | 503,075 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,610,260 | 475,500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,941,660 | 475,500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $21,820,860 | 459,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,390,020 | 459,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $27,930,150 | 459,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,447,580 | 459,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,565,060 | 459,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,032,345 | 153,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $17,659,244 | 153,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,537,424 | 153,000 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $9,741,494 | 153,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||