Position in VRNS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$128,514,584
+$66,067,007 QoQ
Shares Held
3,062,788
+5.3% QoQ
Ownership
2.67%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STATE STREET CORP holds $191,570,680,724 across 132 Software - Infrastructure names. VRNS ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
315,653,206 | $117,744,958,902 | |
| 2 | PANW |
Palo Alto Networks Inc
|
36,979,497 | $12,610,748,066 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
104,490,468 | $12,190,902,901 | |
| 4 | ORCL |
Oracle Corp
|
78,645,193 | $11,525,453,034 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
46,335,400 | $8,840,099,289 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,630,652 | $4,551,860,760 | |
| 7 | SNPS |
Synopsys Inc
|
9,073,873 | $4,047,582,529 | |
| 8 | NET |
Cloudflare, Inc.
|
7,420,765 | $1,820,165,239 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,514,584 | 3,062,788 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $62,447,577 | 2,908,597 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $93,009,320 | 2,835,650 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $156,702,472 | 2,726,683 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $140,377,240 | 2,766,054 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $111,670,112 | 2,760,695 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $124,889,619 | 2,810,930 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $152,017,148 | 2,690,569 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $129,183,545 | 2,693,007 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $124,437,431 | 2,638,063 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $117,866,420 | 2,603,057 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $76,457,867 | 2,503,532 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $66,931,981 | 2,511,519 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $62,588,929 | 2,406,341 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $56,220,504 | 2,348,392 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $61,779,506 | 2,329,544 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $67,740,869 | 2,310,398 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $109,153,789 | 2,296,041 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $108,698,669 | 2,228,345 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $135,479,239 | 2,226,446 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $127,493,584 | 2,212,662 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $104,725,899 | 2,039,850 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $109,385,131 | 668,572 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $77,323,369 | 669,931 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $61,757,466 | 697,983 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $41,833,798 | 657,042 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||