MORGAN STANLEY

Position in VRNS — Varonis Systems Inc

CIK 895421 NEW YORK, NY

Back to VRNS Full portfolio

Position in VRNS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$36,330,222

+$11,726,079 QoQ

Shares Held

865,830

-24.4% QoQ

Ownership

0.754%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 348 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in VRNS Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. VRNS ranks #49 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	127,674,661	$47,625,202,034
2	PANW	Palo Alto Networks Inc	29,450,112	$10,043,077,185
3	CRWD	CrowdStrike Holdings, Inc.	25,978,188	$4,956,248,589
4	ORCL	Oracle Corp	30,551,196	$4,477,277,765
5	PLTR	Palantir Technologies Inc.	34,021,287	$3,969,263,546
6	NET	Cloudflare, Inc.	15,258,327	$3,742,562,438
7	SNPS	Synopsys Inc	3,768,607	$1,681,062,510
8	FTNT	Fortinet, Inc.	8,561,672	$1,315,244,043

All Filings in VRNS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,330,222	865,830	-24.4%	Shares	Defined	2026-08-13
2026-03-31	$24,604,143	1,145,978	-26.0%	Shares	Defined	2026-05-15
2025-12-31	$50,802,867	1,548,868	+60.1%	Shares	Defined	2026-05-27
2025-09-30	$55,608,254	967,605	-12.8%	Shares	Defined	2026-05-27
2025-06-30	$56,321,940	1,109,792	+0.4%	Shares	Defined	2025-08-15
2025-03-31	$44,731,709	1,105,852	-27.4%	Shares	Defined	2025-05-15
2024-12-31	$67,689,635	1,523,512	+17.8%	Shares	Defined	2025-05-15
2024-09-30	$73,054,554	1,293,001	+25.2%	Shares	Defined	2025-05-14
2024-06-30	$49,539,766	1,032,724	+36.5%	Shares	Defined	2025-05-14
2024-03-31	$35,678,157	756,374	-10.6%	Shares	Defined	2024-10-17
2023-12-31	$38,322,497	846,345	+69.8%	Shares	Defined	2024-08-16
2023-09-30	$15,222,170	498,434	-7.3%	Shares	Defined	2023-11-15
2023-06-30	$14,336,975	537,973	-5.0%	Shares	Defined	2023-08-14
2023-03-31	$14,727,064	566,208	+45.6%	Shares	Defined	2023-05-15
2022-12-31	$9,307,508	388,785	+28.4%	Shares	Defined	2023-02-14
2022-09-30	$8,028,235	302,724	-2.5%	Shares	Defined	2022-11-14
2022-06-30	$9,099,398	310,348	+22.8%	Shares	Defined	2022-10-27
2022-03-31	$12,019,392	252,827	-34.9%	Shares	Defined	2022-10-27
2021-12-31	$18,946,977	388,417	+25.1%	Shares	Defined	2022-02-14
2021-09-30	$18,894,711	310,513	+25.9%	Shares	Defined	2021-11-15
2021-06-30	$14,207,591	246,574	-37.0%	Shares	Defined	2021-08-23
2021-03-31	$20,098,837	391,485	+387.2%	Shares	Defined	2021-05-17
2020-12-31	$13,147,050	80,356	+136.8%	Shares	Defined	2021-02-16
2020-09-30	$3,917,463	33,941	-19.0%	Shares	Defined	2020-11-13
2020-06-30	$3,707,746	41,905	-7.5%	Shares	Defined	2020-08-14
2020-03-31	$2,885,771	45,324	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.