Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,984,060
+$7,050,805 QoQ
Shares Held
309,439
+12.0% QoQ
Ownership
0.269%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 348 holders
Holding Since
Mar 2020
26 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, 2026SEI INVESTMENTS CO holds $4,338,162,069 across 95 Software - Infrastructure names. VRNS ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,912,948 | $2,205,647,862 | |
| 2 | ORCL |
Oracle Corp
|
1,207,098 | $176,900,211 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,510,043 | $176,176,715 | |
| 4 | SNPS |
Synopsys Inc
|
366,293 | $163,392,318 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,093,138 | $129,219,842 | |
| 6 | NTAP |
NetApp, Inc.
|
713,328 | $110,394,640 | |
| 7 | FFIV |
F5, Inc.
|
229,764 | $95,572,632 | |
| 8 | PANW |
Palo Alto Networks Inc
|
275,796 | $94,051,951 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,984,060 | 309,439 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,933,255 | 276,351 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,750,456 | 144,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,186,200 | 368,648 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,714,845 | 349,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,302,114 | 180,522 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,664,235 | 217,516 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,880,035 | 192,567 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,929,409 | 144,453 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,912,530 | 167,745 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $7,466,716 | 164,901 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,037,020 | 132,188 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,502,807 | 93,914 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,134,354 | 82,059 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,135,114 | 47,415 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $431,719 | 16,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,130 | 8,190 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $469,504 | 9,876 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,450,130 | 29,728 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,153,951 | 791,355 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,132,612 | 713,860 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $38,794,043 | 755,630 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $43,891,027 | 268,266 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $38,614,533 | 334,557 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $32,945,225 | 372,347 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $26,345,648 | 413,785 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||