Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,743,038
+$29,838,599 QoQ
Shares Held
1,280,816
+15.0% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FMR LLC holds $112,721,376,607 across 111 Software - Infrastructure names. VRNS ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
185,960,066 | $69,366,823,816 | |
| 2 | PANW |
Palo Alto Networks Inc
|
20,054,462 | $6,838,972,629 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
31,388,468 | $5,988,448,863 | |
| 4 | ORCL |
Oracle Corp
|
26,025,909 | $3,814,096,961 | |
| 5 | NET |
Cloudflare, Inc.
|
12,655,471 | $3,104,133,925 | |
| 6 | SNPS |
Synopsys Inc
|
5,989,785 | $2,671,863,393 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
22,568,609 | $2,633,079,610 | |
| 8 | TWLO |
Twilio Inc
|
11,273,330 | $2,326,026,176 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,743,038 | 1,280,816 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,904,439 | 1,113,388 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $97,060,282 | 2,959,155 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $116,998,172 | 2,035,813 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $113,125,656 | 2,229,077 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $86,314,109 | 2,133,847 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $97,394,913 | 2,192,098 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $109,372,416 | 1,935,795 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $148,550,951 | 3,096,747 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $157,829,639 | 3,345,975 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $106,874,970 | 2,360,313 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $44,424,703 | 1,454,640 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $39,050,270 | 1,465,301 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $33,995,380 | 1,307,012 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $25,635,572 | 1,070,826 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $31,044,708 | 1,170,615 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $28,920,309 | 986,368 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $46,131,672 | 970,376 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,163,746 | 618,363 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,870,022 | 671,652 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $48,931,536 | 849,211 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $62,165,653 | 1,210,862 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $105,089,220 | 642,315 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $99,494,606 | 862,023 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $46,920,535 | 530,296 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $36,895,177 | 579,476 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||