Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$145,431
+$56,890 QoQ
Shares Held
3,466
-16.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 348 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $2,801,209,502 across 100 Software - Infrastructure names. VRNS ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,931,897 | $1,466,676,215 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,070,308 | $394,983,707 | |
| 3 | PANW |
Palo Alto Networks Inc
|
983,075 | $335,248,234 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,389,598 | $162,124,397 | |
| 5 | ORCL |
Oracle Corp
|
650,313 | $95,303,367 | |
| 6 | FTNT |
Fortinet, Inc.
|
461,080 | $70,831,108 | |
| 7 | XYZ |
Block, Inc.
|
610,187 | $46,374,212 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
286,536 | $37,659,424 |
All Filings in VRNS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,431 | 3,466 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $88,541 | 4,124 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $123,360 | 3,761 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $155,801 | 2,711 | Shares | Defined | 2025-11-14 | |
| 2023-09-30 | $437,180 | 14,315 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $406,412 | 15,250 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $300,883 | 11,568 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $289,243 | 12,082 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $8,862,611 | 334,186 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $9,437,696 | 321,886 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,373,104 | 323,372 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,592,281 | 319,645 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,516,967 | 320,739 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,530,015 | 321,590 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,111,465 | 255,385 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $12,695,161 | 77,594 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||