OCCUDO QUANTITATIVE STRATEGIES LP
Position in VRNS — Varonis Systems Inc
CIK 1819697
FORT LAUDERDALE, FL
Position in VRNS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,276,842
+$826,393 QoQ
Shares Held
59,471
+658.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $51,331,776 across 14 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
122,251 | $18,780,198 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
46,960 | $8,959,263 | |
| 3 | DOX |
Amdocs Ltd
|
148,176 | $7,488,815 | |
| 4 | MSFT |
Microsoft Corp
|
16,447 | $6,135,059 | |
| 5 | GDDY |
GoDaddy Inc.
|
52,114 | $4,423,436 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
19,447 | $2,268,881 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
97,088 | $633,984 | |
| 8 | PANW |
Palo Alto Networks Inc
|
1,666 | $568,139 |
All Filings in VRNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,276,842 | 59,471 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $450,449 | 7,838 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $687,852 | 17,005 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $482,998 | 10,871 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $583,701 | 10,331 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,957 | 4,627 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $425,567 | 9,022 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,466,121 | 32,379 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $5,649,504 | 115,816 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $278,365 | 5,422 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $466,779 | 2,853 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||