Position in VRNS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,459,742
+$3,156,046 QoQ
Shares Held
153,950
+0.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#82
of 348 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NICHOLAS COMPANY, INC. holds $448,627,286 across 13 Software - Infrastructure names. VRNS ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,971 | $168,594,222 | |
| 2 | PANW |
Palo Alto Networks Inc
|
266,270 | $90,803,395 | |
| 3 | SNPS |
Synopsys Inc
|
135,282 | $60,345,241 | |
| 4 | ZS |
Zscaler, Inc.
|
209,676 | $29,595,767 | |
| 5 | OKTA |
Okta, Inc.
|
169,736 | $23,160,477 | |
| 6 | CPAY |
Corpay, Inc.
|
68,345 | $22,777,338 | |
| 7 | MDB |
MongoDB, Inc.
|
49,116 | $16,498,064 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
191,617 | $7,066,834 |
All Filings in VRNS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,459,742 | 153,950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,303,696 | 153,875 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,071,372 | 154,615 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,292,324 | 161,690 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,207,290 | 161,720 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,544,405 | 161,790 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,188,329 | 161,790 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,141,135 | 161,790 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,390,672 | 174,915 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,250,740 | 174,915 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,370,913 | 184,870 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,645,929 | 184,870 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $4,926,785 | 184,870 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $2,157,659 | 82,955 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $4,266,586 | 178,220 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $5,978,536 | 225,435 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $4,865,214 | 165,935 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $6,365,843 | 133,905 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $4,853,983 | 42,055 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,459,475 | 73,005 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,763,080 | 90,515 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||