Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,661,359
+$3,760,376 QoQ
Shares Held
158,755
+17.5% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
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, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $50,479,723,346 across 94 Software - Infrastructure names. VRNS ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
87,287,163 | $32,559,857,541 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
17,235,084 | $3,288,195,500 | |
| 3 | XYZ |
Block, Inc.
|
39,734,330 | $3,019,809,080 | |
| 4 | ORCL |
Oracle Corp
|
19,407,007 | $2,844,096,875 | |
| 5 | IOT |
Samsara Inc.
|
48,692,589 | $1,579,100,660 | |
| 6 | PANW |
Palo Alto Networks Inc
|
4,155,391 | $1,417,071,438 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
7,720,103 | $900,704,416 | |
| 8 | CPAY |
Corpay, Inc.
|
2,454,914 | $818,149,188 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,661,359 | 158,755 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,900,983 | 135,118 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,632,272 | 110,740 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,740,850 | 99,893 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,708,889 | 92,786 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,408,195 | 84,257 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,468,161 | 78,059 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,303,346 | 164,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,289,638 | 68,577 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,918,360 | 61,869 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,613,923 | 57,728 | Shares | Defined | 2024-02-16 | |
| 2023-09-30 | $1,709,537 | 55,977 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,386,093 | 52,011 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,318,368 | 50,687 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,023,794 | 42,765 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,370,341 | 51,672 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,281,225 | 43,698 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,039,228 | 42,895 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,776,762 | 36,424 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,323,009 | 38,176 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,297,021 | 39,865 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,940,754 | 37,802 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,207,100 | 13,490 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,559,207 | 13,509 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,126,791 | 12,735 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $639,436 | 10,043 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||