Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,311
-$605,578 QoQ
Shares Held
5,322
-63.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 348 holders
Holding Since
Mar 2021
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, 2026Thrivent Financial for Lutherans holds $1,901,969,031 across 47 Software - Infrastructure names. VRNS ranks #47 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,535,167 | $1,318,687,992 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,546,089 | $180,382,202 | |
| 3 | NTNX |
Nutanix, Inc.
|
1,694,119 | $86,332,304 | |
| 4 | FTNT |
Fortinet, Inc.
|
465,633 | $71,530,540 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
204,024 | $38,924,718 | |
| 6 | PANW |
Palo Alto Networks Inc
|
83,904 | $28,612,940 | |
| 7 | SNPS |
Synopsys Inc
|
62,563 | $27,907,476 | |
| 8 | SAIL |
SailPoint, Inc.
|
1,775,173 | $25,988,531 |
All Filings in VRNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,311 | 5,322 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $828,889 | 14,423 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $780,534 | 15,380 | Shares | Defined | 2025-08-26 | |
| 2025-03-31 | $34,786,999 | 860,000 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $116,220,570 | 2,615,813 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $151,008,058 | 2,672,709 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $137,884,391 | 2,874,388 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $129,588,206 | 2,747,259 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $69,293,070 | 1,530,324 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $47,738,020 | 1,563,131 | Shares | Defined | 2023-11-14 | |
| 2021-03-31 | $2,556,937 | 49,804 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||