Position in VRNS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,301,664
+$1,847,952 QoQ
Shares Held
78,686
+16.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#111
of 348 holders
Holding Since
Mar 2020
25 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, 2026Banque Cantonale Vaudoise holds $190,869,109 across 32 Software - Infrastructure names. VRNS ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
278,102 | $103,737,607 | |
| 2 | PANW |
Palo Alto Networks Inc
|
51,188 | $17,456,131 | |
| 3 | ORCL |
Oracle Corp
|
83,175 | $12,189,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
36,568 | $6,976,625 | |
| 5 | FFIV |
F5, Inc.
|
12,833 | $5,338,014 | |
| 6 | NET |
Cloudflare, Inc.
|
21,067 | $5,167,313 | |
| 7 | OKTA |
Okta, Inc.
|
34,480 | $4,704,796 | |
| 8 | RBRK |
Rubrik, Inc.
|
54,751 | $4,395,410 |
All Filings in VRNS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,301,664 | 78,686 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,453,712 | 67,709 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,376,458 | 72,453 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,032,519 | 52,767 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,537,956 | 50,009 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,984,598 | 49,063 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $2,377,633 | 42,082 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,583,856 | 53,864 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,660,199 | 56,396 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,630,722 | 58,099 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,862,756 | 60,994 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,633,964 | 61,312 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,622,087 | 62,364 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,435,681 | 59,970 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,629,097 | 61,429 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,387,129 | 47,310 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,201,767 | 46,314 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,524,423 | 31,251 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,603,945 | 26,359 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,465,564 | 25,435 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $825,957 | 16,088 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $764,713 | 4,674 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $537,164 | 4,654 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $685,542 | 7,748 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $472,366 | 7,419 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||