Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,259,023
+$2,609,204 QoQ
Shares Held
101,502
+32.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 348 holders
Holding Since
Dec 2021
8 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, 2026Quantinno Capital Management LP holds $3,670,878,684 across 82 Software - Infrastructure names. VRNS ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,757,816 | $1,774,760,524 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,594,748 | $186,059,249 | |
| 3 | PANW |
Palo Alto Networks Inc
|
471,468 | $160,780,017 | |
| 4 | ORCL |
Oracle Corp
|
1,048,131 | $153,603,598 | |
| 5 | TWLO |
Twilio Inc
|
677,699 | $139,829,634 | |
| 6 | FFIV |
F5, Inc.
|
316,709 | $131,738,275 | |
| 7 | XYZ |
Block, Inc.
|
1,343,744 | $102,124,544 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
522,812 | $99,744,687 |
All Filings in VRNS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,259,023 | 101,502 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,649,819 | 76,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,585,256 | 48,331 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $560,217 | 9,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $371,896 | 7,328 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $222,030 | 5,489 | Shares | Sole | 2025-05-12 | |
| 2022-03-31 | $272,404 | 5,730 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $279,509 | 5,730 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||