Position in VRNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$392,643
-$1,014,147 QoQ
Shares Held
18,288
-34.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 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, 2026Holocene Advisors, LP holds $2,548,772,348 across 24 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,277,000 | $1,595,406,540 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,734,000 | $318,975,780 | |
| 3 | VRSN |
Verisign Inc/Ca
|
496,573 | $124,917,903 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
554,580 | $105,805,545 | |
| 5 | PANW |
Palo Alto Networks Inc
|
295,304 | $100,704,570 | |
| 6 | OKTA |
Okta, Inc.
|
635,447 | $86,706,743 | |
| 7 | FTNT |
Fortinet, Inc.
|
563,000 | $86,488,060 | |
| 8 | RBRK |
Rubrik, Inc.
|
525,000 | $42,147,000 |
All Filings in VRNS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $392,643 | 18,288 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,406,790 | 27,720 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $316,054 | 6,980 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,893,663 | 62,006 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,822,620 | 68,391 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $368,717 | 14,176 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,756,074 | 66,217 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $2,599,201 | 54,674 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $860,024 | 9,720 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||