Compass Wealth Management LLC

Position in VRNS — Varonis Systems Inc

CIK 1965653 GUILFORD, CT

Position in VRNS

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$666,063

-$1,442,255 QoQ

Shares Held

31,023

-51.7% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compass Wealth Management LLC holds $5,278,407 across 2 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MSFT	Microsoft Corp	13,195	$4,921,998
2	ORCL	Oracle Corp	2,432	$356,409

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$666,063	31,023	-51.7%	Shares	Sole	2026-04-21
2025-12-31	$2,108,318	64,278	-32.4%	Shares	Sole	2026-02-11
2025-09-30	$5,464,994	95,093	+1.3%	Shares	Sole	2025-11-07
2025-06-30	$4,766,338	93,918	+31.0%	Shares	Sole	2025-08-08
2025-03-31	$2,898,970	71,668	-5.0%	Shares	Sole	2025-04-29
2024-12-31	$3,351,710	75,438	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$4,276,654	75,693	+26.6%	Shares	Sole	2024-10-16
2024-06-30	$2,868,270	59,793	+63.5%	Shares	Sole	2024-07-16
2024-03-31	$1,725,384	36,578	—	Shares	Sole	2024-04-05
No filing history on record for this holder in this stock.