Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,174,069
+$51,492,871 QoQ
Shares Held
1,243,424
+3819.0% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 348 holders
Holding Since
Sep 2021
20 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, 2026FRANKLIN RESOURCES INC holds $24,256,404,934 across 80 Software - Infrastructure names. VRNS ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,757,602 | $17,814,540,688 | |
| 2 | ORCL |
Oracle Corp
|
10,499,419 | $1,538,689,849 | |
| 3 | NET |
Cloudflare, Inc.
|
3,729,976 | $914,888,509 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,651,188 | $904,108,126 | |
| 5 | SNPS |
Synopsys Inc
|
1,472,172 | $656,691,758 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,409,300 | $650,443,296 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,637,309 | $424,364,834 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
6,695,164 | $336,699,794 |
All Filings in VRNS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,174,069 | 1,243,424 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $681,198 | 31,728 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,041,070 | 31,740 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $24,330,094 | 423,353 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,848,963 | 272,886 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,518,127 | 37,531 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,786,484 | 40,209 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,247,852 | 39,785 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,667,148 | 34,754 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,462,552 | 31,006 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,452,807 | 32,085 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $978,653 | 32,045 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $930,750 | 34,925 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $376,754 | 14,485 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $738,979 | 30,868 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $817,399 | 30,822 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $919,562 | 31,363 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,569,342 | 33,011 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,691,836 | 34,683 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,004,215 | 32,937 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||