Position in VRNS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,719,805
+$4,717,301 QoQ
Shares Held
279,309
-14.4% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#64
of 348 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PEREGRINE CAPITAL MANAGEMENT LLC holds $211,420,590 across 11 Software - Infrastructure names. VRNS ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
384,759 | $94,373,687 | |
| 2 | SNPS |
Synopsys Inc
|
51,940 | $23,168,875 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
468,764 | $22,358,284 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
120,159 | $18,868,567 | |
| 5 | VRNS |
Varonis Systems Inc
This page
|
279,309 | $11,719,805 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
523,528 | $10,303,031 | |
| 7 | NTNX |
Nutanix, Inc.
|
181,974 | $9,273,395 | |
| 8 | AVPT |
AvePoint, Inc.
|
680,576 | $7,629,256 |
All Filings in VRNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,719,805 | 279,309 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,002,504 | 326,153 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,294,437 | 283,367 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,002,313 | 261,046 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $12,428,675 | 244,900 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,869,769 | 293,443 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,876,361 | 267,305 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,393,375 | 254,750 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,193,782 | 254,196 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,758,580 | 228,081 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,324,111 | 228,006 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,071,540 | 297,038 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $8,413,085 | 315,688 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,213,593 | 315,786 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,336,987 | 306,474 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||