Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$284,488
-$78,549 QoQ
Shares Held
6,780
-17.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#222
of 348 holders
Holding Since
Mar 2021
5 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, 2026Blueshift Asset Management, LLC holds $11,348,641 across 18 Software - Infrastructure names. VRNS ranks #12 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDDY |
GoDaddy Inc.
|
31,470 | $2,671,173 | |
| 2 | NET |
Cloudflare, Inc.
|
6,724 | $1,649,262 | |
| 3 | TOST |
Toast, Inc.
|
36,551 | $1,016,848 | |
| 4 | DOX |
Amdocs Ltd
|
19,742 | $997,760 | |
| 5 | TWLO |
Twilio Inc
|
4,379 | $903,519 | |
| 6 | WIX |
Wix.com Ltd.
|
16,655 | $755,637 | |
| 7 | WEX |
WEX Inc.
|
4,123 | $581,714 | |
| 8 | ORCL |
Oracle Corp
|
3,679 | $539,157 |
All Filings in VRNS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,488 | 6,780 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $363,037 | 8,171 | Shares | Sole | 2025-02-11 | |
| 2021-12-31 | $307,509 | 6,304 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $256,178 | 4,210 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $821,953 | 16,010 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||