Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,732,971
+$11,306,159 QoQ
Shares Held
732,435
+116.7% QoQ
Ownership
0.638%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 348 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 85%
None 15%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $24,953,039,825 across 62 Software - Infrastructure names. VRNS ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,603,820 | $17,757,176,933 | |
| 2 | NET |
Cloudflare, Inc.
|
4,048,753 | $993,078,133 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,774,225 | $946,066,205 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,150,519 | $600,911,048 | |
| 5 | NTAP |
NetApp, Inc.
|
3,860,019 | $597,376,537 | |
| 6 | ORCL |
Oracle Corp
|
3,436,341 | $503,595,771 | |
| 7 | XYZ |
Block, Inc.
|
4,666,205 | $354,631,580 | |
| 8 | CPAY |
Corpay, Inc.
|
920,505 | $306,776,700 |
All Filings in VRNS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,732,971 | 732,435 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $19,426,812 | 338,034 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,903,439 | 392,186 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,465,284 | 357,609 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,130,947 | 340,557 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $25,061,592 | 443,568 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $44,172,982 | 920,846 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $47,128,961 | 999,130 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,707,418 | 722,337 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $14,563,334 | 476,861 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,115,273 | 379,560 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,625,947 | 908,341 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,189,530 | 926,881 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $188,648,612 | 7,113,447 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $268,783,823 | 9,167,252 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $576,897,421 | 12,134,990 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $596,984,025 | 12,238,295 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $787,055,862 | 12,934,361 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $755,633,228 | 13,114,079 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $499,147,652 | 9,722,393 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,914,810 | 243,963 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,295,415 | 262,480 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||