JACOBS LEVY EQUITY MANAGEMENT, INC
Position in VRNS — Varonis Systems Inc
CIK 884414
FLORHAM PARK, NJ
Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$139,794,901
+$84,356,205 QoQ
Shares Held
3,331,623
+29.0% QoQ
Ownership
2.90%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#6
of 348 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. VRNS ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
This page
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in VRNS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,794,901 | 3,331,623 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,438,696 | 2,582,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,262,510 | 1,471,418 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $1,218,821 | 25,408 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,198,495 | 25,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,878,776 | 770,291 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,859,810 | 1,501,631 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $45,016,833 | 1,689,187 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $43,106,737 | 1,657,314 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,960,283 | 1,335,016 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $271,075 | 5,280 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,666,291 | 107,978 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,184,866 | 157,554 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $16,896,387 | 190,963 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $13,996,363 | 219,827 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||