Position in VRNS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,527,633
+$3,255,734 QoQ
Shares Held
155,568
+2.1% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#81
of 348 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $1,987,417,300 across 43 Software - Infrastructure names. VRNS ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,306,680 | $1,233,457,773 | |
| 2 | FTNT |
Fortinet, Inc.
|
861,638 | $132,364,829 | |
| 3 | XYZ |
Block, Inc.
|
1,088,510 | $82,726,760 | |
| 4 | FFIV |
F5, Inc.
|
197,290 | $82,064,748 | |
| 5 | MDB |
MongoDB, Inc.
|
147,612 | $49,582,870 | |
| 6 | NTAP |
NetApp, Inc.
|
289,058 | $44,734,616 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
353,789 | $41,276,562 | |
| 8 | NET |
Cloudflare, Inc.
|
162,288 | $39,806,000 |
All Filings in VRNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,527,633 | 155,568 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,271,899 | 152,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,730,408 | 266,171 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,963,061 | 260,363 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,144,960 | 259,014 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,436,100 | 258,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,506,553 | 213,967 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,368,460 | 95,017 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,775,640 | 57,862 | Shares | Sole | 2024-07-29 | |
| 2023-06-30 | $541,074 | 20,303 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,136,845 | 43,708 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,214,560 | 259,589 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,011,463 | 264,384 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $230,721 | 4,494 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $94,875 | 822 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||