VRNS · Varonis Systems Inc · Shareholders & Ownership

$48.68 -0.02 (-0.04%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$5.59B

114.86M

Volume · Oct 20 7.36M Avg daily vol (3M) 2.46M

Every disclosed holder of VRNS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns VRNS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	353	111,525,959	97.10%	Yes
Insiders (Forms 3, 4, 5)	16	5,390,917	4.69%	Yes
13D/G-only blocks	1	3,249,245	2.83%	Yes
Remaining	—	5,305,636	-4.62%	Negative
Registered funds (N-PORT, not summed)	271	48,637,034	42.34%	No

Shares outstanding: 114,860,485, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of VRNS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,789,273	11.13%	+1,484,140	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,933,928	2.55%	+85,642	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Cybersecurity and Tech ETF Fund S000065015 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,181,614	1.03%	+112,893	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,055,144	0.92%	+108,535	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	586,350	0.51%	+66,421	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	210,730	0.18%	+19,800	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,565,214	6.59%	+82,099	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,986,423	4.34%	-114,091	Jun 30, 2026	carried, not yet filed for the newest quarter
4	TREMBLANT CAPITAL GROUP 13F CIK 1353312 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,749,840	3.26%	+170,172	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Tremblant Global ETF Fund S000084649 · Registered fund · Jun 30, 2026 Managed Portfolio Series, not summed	192,236	0.17%	+2,672	Jun 30, 2026	Managed Portfolio Series, not summed
5	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,719,587	3.24%	+1,305,978	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,462,097	3.01%	-126,561	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,331,623	2.90%	+749,476	Jun 30, 2026	carried, not yet filed for the newest quarter
8	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13G CIK 1644956 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	3,249,245	2.83%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
9	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,198,578	2.78%	+394,591	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	123,114	0.11%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	41,579	0.04%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	11,153	0.01%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.4	First Trust Multi-Manager Small Cap Opportunities ETF Fund S000073489 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	8,292	0.01%	+620	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
10	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,112,411	2.71%	+945,997	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	591,070	0.51%	+51,284	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
10.2	Mid Cap Intrinsic Value Portfolio Fund S000008201 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	58,213	0.05%	+4,916	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
10.3	Neuberger Mid Cap Intrinsic Value Fund Fund S000007846 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	27,359	0.02%	+4,597	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,062,788	2.67%	+154,191	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	105,012	0.09%	+30,303	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	89,281	0.08%	-33,005	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) S&P Kensho Future Security ETF Fund S000059702 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	58,436	0.05%	+12,532	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	40,705	0.04%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,803	0.00%	+32	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,995,352	2.61%	+111,220	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,949,436	2.57%	+1,539,949	Jun 30, 2026	carried, not yet filed for the newest quarter
14	First Trust Nasdaq Cybersecurity ETF Fund S000050385 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	2,820,834	2.46%	+369,191	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
15	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,814,049	2.45%	+9,842	May 31, 2026	VANGUARD WORLD FUND, not summed
16	Amplify Cybersecurity ETF Fund S000082278 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	2,520,324	2.19%	-371,138	Jun 30, 2026	Amplify ETF Trust, not summed
17	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,520,324	2.19%	-371,138	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,503,587	2.18%	-71,851	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,416,864	2.10%	+260,286	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,335,072	2.03%	-25,735	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD MID-CAP GROWTH FUND Fund S000004408 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	2,326,154	2.03%	-434,760	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
22	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,270,501	1.98%	+115,570	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,613,388	1.40%	+151,772	May 29, 2026	Delaware Group Equity Funds V, not summed
22.2	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	92,072	0.08%	+18,577	Jun 30, 2026	IVY FUNDS, not summed
22.3	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	91,155	0.08%	-13,989	Jun 30, 2026	Optimum Fund Trust, not summed
22.4	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	50,698	0.04%	+10,786	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
22.5	Nomura VIP Opportunity Series Fund S000065938 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	20,185	0.02%	+4,696	Jun 30, 2026	Delaware VIP Trust, not summed
23	AMERICAN CAPITAL MANAGEMENT INC 13F CIK 1320168 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,241,704	1.95%	-86,675	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,158,912	1.88%	+166,152	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,888,868	1.64%	-311,173	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	22,312	0.02%	-16,181	Jul 31, 2026	Goldman Sachs Trust, not summed
25.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	15,549	0.01%	-54,569	Jul 31, 2026	Goldman Sachs Trust, not summed
25.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,059	0.01%	-10,051	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.4	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,958	0.00%	-1,129	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	4,899	0.00%	-13,665	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
26	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,734,551	1.51%	+305,339	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Faitelson Yakov Insider CIK 1601074 · Feb 27, 2026 Director, CEO, President, Chairman, issuer-wide	1,729,251	1.51%	—	Feb 27, 2026	Director, CEO, President, Chairman, issuer-wide
28	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,613,598	1.40%	+41,664	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Global X Cybersecurity ETF Fund S000066713 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,492,368	1.30%	+106,912	May 31, 2026	GLOBAL X FUNDS, not summed
28.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	54,724	0.05%	+4,253	Jul 31, 2026	GLOBAL X FUNDS, not summed
29	CADIAN CAPITAL MANAGEMENT, LP 13F CIK 1423686 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,585,693	1.38%	+1,585,693	Jun 30, 2026	carried, not yet filed for the newest quarter
30	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575,917	1.37%	+464,492	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,471,371	1.28%	+1,168,909	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	540,530	0.47%	+520,220	Jun 30, 2026	College Retirement Equities Fund, not summed
31.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	300,100	0.26%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
31.3	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	234,360	0.20%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
31.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	151,107	0.13%	+11,008	Jul 31, 2026	TIAA-CREF Funds, not summed
31.5	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	108,519	0.09%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
32	Clal Insurance Enterprises Holdings Ltd 13F CIK 1376192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,460,000	1.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,441,663	1.26%	+2,978	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,317,336	1.15%	+8,201	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,694	1.13%	-106,372	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	539,800	0.47%	-23,300	Jul 31, 2026	Principal Funds, Inc, not summed
35.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	243,168	0.21%	+24,611	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	49,400	0.04%	-1,200	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
36	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,280,816	1.12%	+167,428	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,249,485	1.09%	+98,811	Jul 31, 2026	Fidelity Salem Street Trust, not summed
36.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	608,687	0.53%	-57,629	May 31, 2026	Fidelity Concord Street Trust, not summed
36.3	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	313,357	0.27%	+5,725	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
36.4	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	284,453	0.25%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
36.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	223,683	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
37	Senvest Management, LLC 13F CIK 1328785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,877	1.11%	-178,066	Jun 30, 2026	carried, not yet filed for the newest quarter
38	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,243,424	1.08%	+1,211,696	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	697,923	0.61%	—	Jun 30, 2026	Putnam Funds Trust, not summed
38.2	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	10,705	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
39	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,129,540	0.98%	-1,017,479	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,795	0.98%	+63,792	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	57,647	0.05%	+4,223	Jun 30, 2026	Northern Funds, not summed
40.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,062	0.01%	+5,596	Jun 30, 2026	Northern Funds, not summed
40.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,431	0.00%	+214	Jul 31, 2026	FlexShares Trust, not summed
41	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,117,132	0.97%	+83,192	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
42	Bass David Insider CIK 1733035 · Feb 9, 2026 EVP Engineering & CTO, issuer-wide	1,042,924	0.91%	+172,075	Feb 9, 2026	EVP Engineering & CTO, issuer-wide
43	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,804	0.90%	-1,403	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	562,728	0.49%	-8,755	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	277,116	0.24%	+21,979	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	71,700	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	71,326	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	36,589	0.03%	+51	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	944,993	0.82%	+92,783	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ClearBridge Small Cap Growth Fund Fund S000016663 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	877,949	0.76%	-64,882	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
46	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	865,830	0.75%	-280,148	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	374	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
47	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	841,193	0.73%	-27,828	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	816,494	0.71%	+5,751	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,295	0.68%	+775,295	Jun 30, 2026	carried, not yet filed for the newest quarter
50	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	732,435	0.64%	+732,435	Jun 30, 2026	carried, not yet filed for the newest quarter

44 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1361113 CUSIP 922280102 13F (30d) 36 filings 35 filers Visit website