Position in VRNS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$177,574
+$106,187 QoQ
Shares Held
4,232
+27.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#249
of 348 holders
Holding Since
Mar 2020
26 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, 2026Versant Capital Management, Inc holds $79,811,130 across 75 Software - Infrastructure names. VRNS ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
184,849 | $68,952,373 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,687 | $1,130,182 | |
| 3 | ORCL |
Oracle Corp
|
6,388 | $936,161 | |
| 4 | TWLO |
Twilio Inc
|
4,156 | $857,507 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,201 | $645,357 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,883 | $642,140 | |
| 7 | FFIV |
F5, Inc.
|
1,501 | $624,355 | |
| 8 | MDB |
MongoDB, Inc.
|
1,575 | $529,042 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,574 | 4,232 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $71,387 | 3,325 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $20,008 | 610 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $30,114 | 524 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,172 | 496 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $11,002 | 272 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $11,418 | 257 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $11,017 | 195 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $9,354 | 195 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $5,613 | 119 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $5,388 | 119 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,634 | 119 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,171 | 119 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $234 | 9 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $215 | 9 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $238 | 9 | Shares | Sole | 2022-12-30 | |
| 2022-06-30 | $263 | 9 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $427 | 9 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $439 | 9 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $547 | 9 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $518 | 9 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $462 | 9 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $490 | 3 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $346 | 3 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $265 | 3 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $191 | 3 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||