Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,119,071
+$11,642,424 QoQ
Shares Held
455,650
+30.8% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
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, 2026WELLS FARGO & COMPANY/MN holds $19,012,884,954 across 129 Software - Infrastructure names. VRNS ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,423,086 | $12,467,479,537 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,968,975 | $2,035,539,852 | |
| 3 | ORCL |
Oracle Corp
|
7,764,519 | $1,137,890,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,656,584 | $1,079,191,376 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,923,902 | $574,471,643 | |
| 6 | NET |
Cloudflare, Inc.
|
714,505 | $175,253,784 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,484,068 | $147,724,127 | |
| 8 | SNPS |
Synopsys Inc
|
319,137 | $142,357,439 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,119,071 | 455,650 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,476,647 | 348,237 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,506,554 | 442,273 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,642,732 | 428,793 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,780,166 | 389,757 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,476,152 | 506,209 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,308,282 | 389,563 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,001,254 | 123,916 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,386,614 | 91,445 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,890,862 | 82,486 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,388,527 | 74,835 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,780,632 | 58,305 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,021,934 | 75,870 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,269,078 | 48,792 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $533,501 | 22,285 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $724,843 | 27,332 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $820,812 | 27,995 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,893,947 | 60,874 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,632,732 | 94,972 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,307,264 | 70,785 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,324,610 | 75,054 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,568,694 | 88,989 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,840,699 | 41,811 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $8,070,620 | 69,924 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $6,558,218 | 74,121 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,977,520 | 62,471 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||