Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$419,096
-$140,633 QoQ
Shares Held
9,988
-20.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 348 holders
Holding Since
Jun 2020
13 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, 2026ExodusPoint Capital Management, LP holds $513,459,347 across 47 Software - Infrastructure names. VRNS ranks #43 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
231,231 | $86,253,787 | |
| 2 | MDB |
MongoDB, Inc.
|
130,972 | $43,993,494 | |
| 3 | AKAM |
Akamai Technologies Inc
|
289,784 | $34,255,366 | |
| 4 | OKTA |
Okta, Inc.
|
229,003 | $31,247,459 | |
| 5 | GEN |
Gen Digital Inc.
|
1,216,444 | $30,229,615 | |
| 6 | ORCL |
Oracle Corp
|
185,787 | $27,227,084 | |
| 7 | XYZ |
Block, Inc.
|
353,554 | $26,870,104 | |
| 8 | NET |
Cloudflare, Inc.
|
100,016 | $24,531,924 |
All Filings in VRNS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,096 | 9,988 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $559,729 | 12,598 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $1,902,743 | 40,338 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $2,722,777 | 102,168 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,329,156 | 166,442 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $1,965,426 | 82,098 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $5,371,864 | 202,559 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,150,311 | 39,233 | Shares | Other | 2022-08-22 | |
| 2021-12-31 | $1,118,525 | 22,930 | Shares | Other | 2022-02-11 | |
| 2021-03-31 | $1,279,084 | 24,914 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $390,700 | 2,388 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $360,110 | 3,120 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,135,993 | 12,839 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||