Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
-$14,089,451 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 quarters on record
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Derivatives in VRNS
reported options exposure · as of Jun 30, 2026CallValue
$3,956,828
CallShares
94,300
PutValue
$142,664
PutShares
3,400
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, 2026Point72 Asset Management, L.P. holds $2,394,989,303 across 54 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
3,410,580 | $499,820,499 | |
| 2 | XYZ |
Block, Inc.
|
4,470,306 | $339,743,256 | |
| 3 | AKAM |
Akamai Technologies Inc
|
2,575,659 | $304,468,650 | |
| 4 | OKTA |
Okta, Inc.
|
1,851,774 | $252,674,562 | |
| 5 | FFIV |
F5, Inc.
|
242,125 | $100,714,315 | |
| 6 | VRSN |
Verisign Inc/Ca
|
379,395 | $95,440,606 | |
| 7 | GTLB |
Gitlab Inc.
|
2,351,909 | $71,803,781 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
456,866 | $71,741,667 |
All Filings in VRNS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,956,828 | 94,300 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $142,664 | 3,400 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $14,089,451 | 656,239 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,760,540 | 82,000 | Call | Defined | 2026-05-15 | |
| 2025-06-30 | $33,286,417 | 655,890 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,173,917 | 325,684 | Shares | Defined | 2025-07-21 | |
| 2024-09-30 | $2,293,900 | 40,600 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $5,913,561 | 125,367 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,641,200 | 102,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $27,486 | 900 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,448 | 1,105 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,328,245 | 320,194 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $16,429,140 | 619,500 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||