Position in VRNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,963,340
+$7,512,675 QoQ
Shares Held
285,113
+37.5% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#63
of 348 holders
Holding Since
Jun 2023
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, 2026IEQ CAPITAL, LLC holds $1,513,260,335 across 60 Software - Infrastructure names. VRNS ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
2,521,780 | $481,117,797 | |
| 2 | MSFT |
Microsoft Corp
|
1,145,651 | $427,350,735 | |
| 3 | RBRK |
Rubrik, Inc.
|
913,371 | $73,325,422 | |
| 4 | FTNT |
Fortinet, Inc.
|
333,612 | $51,249,475 | |
| 5 | SNPS |
Synopsys Inc
|
95,821 | $42,742,872 | |
| 6 | ORCL |
Oracle Corp
|
275,760 | $40,412,627 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
305,395 | $35,630,434 | |
| 8 | VRSN |
Verisign Inc/Ca
|
138,596 | $34,865,208 |
All Filings in VRNS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,963,340 | 285,113 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $4,450,665 | 207,297 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,280,176 | 160,981 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $13,084,941 | 227,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,036,217 | 197,758 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,225,866 | 178,637 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,215,076 | 162,392 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,744,900 | 154,777 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,424,652 | 154,777 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,300,831 | 154,777 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,435,519 | 164,212 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,787,207 | 189,496 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,049,988 | 189,493 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||