Kopion Asset Management, LLC

Position in VRNS — Varonis Systems Inc

CIK 1728689 MCKINNEY, TX

Position in VRNS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$16,032,412

+$5,389,862 QoQ

Shares Held

382,088

-22.9% QoQ

Ownership

0.333%

of shares outstanding

% of Portfolio

10.32%

of 13F equity value

Holder Rank

#53

of 348 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Kopion Asset Management, LLC holds $34,393,271 across 3 Software - Infrastructure names. VRNS ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRNS	Varonis Systems Inc This page	382,088	$16,032,412
2	AIOT	Powerfleet, Inc.	2,424,288	$9,285,023
3	ACIW	Aci Worldwide, Inc.	180,470	$9,075,836

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,032,412	382,088	-22.9%	Shares	Sole	2026-07-07
2026-03-31	$10,642,550	495,694	+49.3%	Shares	Sole	2026-04-10
2025-12-31	$10,888,583	331,969	+84.6%	Shares	Sole	2026-01-05
2025-09-30	$10,335,864	179,848	-13.6%	Shares	Sole	2025-10-14
2025-06-30	$10,561,328	208,105	+0.1%	Shares	Sole	2025-07-08
2025-03-31	$8,413,276	207,992	+28.6%	Shares	Sole	2025-04-08
2024-12-31	$7,188,596	161,796	-1.8%	Shares	Sole	2025-01-14
2024-09-30	$9,313,234	164,836	-4.8%	Shares	Sole	2024-10-15
2024-06-30	$8,306,868	173,168	-0.9%	Shares	Sole	2024-07-12
2024-03-31	$8,238,429	174,654	-43.1%	Shares	Sole	2024-05-10
2022-09-30	$8,135,381	306,764	+20.0%	Shares	Sole	2022-10-19
2022-06-30	$7,497,241	255,704	+34.1%	Shares	Sole	2022-07-11
2022-03-31	$9,062,455	190,628	+6.3%	Shares	Sole	2022-04-08
2021-12-31	$8,748,888	179,354	+25.0%	Shares	Sole	2022-01-11
2021-09-30	$8,733,496	143,525	-8.8%	Shares	Sole	2021-10-07
2021-06-30	$9,068,408	157,383	+7.6%	Shares	Sole	2021-07-13
2021-03-31	$7,508,834	146,257	+214.7%	Shares	Sole	2021-04-09
2020-12-31	$7,604,106	46,477	-13.9%	Shares	Sole	2021-01-12
2020-09-30	$6,231,635	53,991	-37.9%	Shares	Sole	2020-10-05
2020-06-30	$7,687,133	86,880	-3.9%	Shares	Sole	2020-07-23
2020-03-31	$5,755,185	90,391	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.