Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$804,792
+$5,164 QoQ
Shares Held
19,180
-48.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#162
of 348 holders
Holding Since
Dec 2021
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, 2026Neo Ivy Capital Management holds $19,221,965 across 17 Software - Infrastructure names. VRNS ranks #10 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,493 | $4,957,658 | |
| 2 | PATH |
UiPath, Inc.
|
188,962 | $2,054,016 | |
| 3 | EEFT |
Euronet Worldwide, Inc.
|
24,743 | $1,810,940 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,875 | $1,321,452 | |
| 5 | NTAP |
NetApp, Inc.
|
7,950 | $1,230,342 | |
| 6 | ATEN |
A10 Networks, Inc.
|
28,494 | $1,064,535 | |
| 7 | NTCT |
Netscout Systems Inc
|
22,157 | $964,937 | |
| 8 | XYZ |
Block, Inc.
|
12,093 | $919,068 |
All Filings in VRNS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,792 | 19,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $799,628 | 37,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $299,956 | 9,145 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,412 | 738 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $1 | 45 | Shares | Sole | 2025-02-18 | |
| 2022-12-31 | $84,316 | 3,522 | Shares | Sole | 2023-03-27 | |
| 2022-06-30 | $54,359 | 1,854 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $208,890 | 4,394 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $81,023 | 1,661 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||