VARONIS SYSTEMS INC (VRNS) — Institutional Holders, Q2 2026
351 institutional investment managers reported a VRNS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VRNS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- CADIAN CAPITAL MANAGEMENTNew · +1,585,693 sh+$66.5M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +1,539,949 sh+$64.6M
- BlackRockAdded · +1,484,140 sh+$62.3M
- VOYA INVESTMENT MANAGEMENTAdded · +1,305,978 sh+$54.8M
- FRANKLIN RESOURCESAdded · +1,211,696 sh+$50.8M
Biggest sellers
- Pictet Asset Management Holding SATrimmed · -3,106,115 sh-$130.3M
- Alyeska Investment Group, L.P.Trimmed · -2,324,088 sh-$97.5M
- CITADEL ADVISORSTrimmed · -1,542,864 sh-$64.7M
- BAMCOSold out · -1,239,294 sh-$52.0M
- TWO SIGMA INVESTMENTSTrimmed · -1,017,479 sh-$42.7M
VRNS 13F holders ranked 1–100 of 351
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 12,789,273 sh | 12,789,273 | $536.6M | <0.01% | +13.1% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 7,565,214 sh | 7,565,214 | $317.4M | 0.01% | +1.1% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 4,986,423 sh | 4,986,423 | $209.2M | <0.01% | -2.2% |
| 4 | TREMBLANT CAPITAL GROUP#4 · 3,749,840 sh | 3,749,840 | $157.3M | 4.52% | +4.8% |
| 5 | VOYA INVESTMENT MANAGEMENT#5 · 3,719,587 sh | 3,719,587 | $156.1M | 0.14% | +54.1% |
| 6 | JACOBS LEVY EQUITY MANAGEMENT#6 · 3,331,623 sh | 3,331,623 | $139.8M | 0.50% | +29.0% |
| 7 | FIRST ADVISORS#7 · 3,198,578 sh | 3,198,578 | $134.2M | 0.08% | +14.1% |
| 8 | Neuberger Berman Group#8 · 3,112,411 sh | 3,112,411 | $130.2M | 0.09% | +43.7% |
| 9 | STATE STREET#9 · 3,062,788 sh | 3,062,788 | $128.5M | <0.01% | +5.3% |
| 10 | GEODE CAPITAL MANAGEMENT#10 · 2,995,352 sh | 2,995,352 | $125.7M | <0.01% | +3.9% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#11 · 2,949,436 sh | 2,949,436 | $123.8M | 0.05% | +109.3% |
| 12 | Penserra Capital Management#12 · 2,520,324 sh | 2,520,324 | $105.8M | 0.81% | -12.8% |
| 13 | BNP Paribas Asset Management Holding S.A.#13 · 2,416,864 sh | 2,416,864 | $101.4M | 0.10% | +12.1% |
| 14 | Clearbridge Investments#14 · 2,335,072 sh | 2,335,072 | $98.0M | 0.08% | -1.1% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL#15 · 2,270,501 sh | 2,270,501 | $95.3M | 0.14% | +5.4% |
| 16 | AMERICAN CAPITAL MANAGEMENT#16 · 2,241,704 sh | 2,241,704 | $94.1M | 4.22% | -3.7% |
| 17 | Stephens Investment Management Group#17 · 2,158,912 sh | 2,158,912 | $90.6M | 0.97% | +8.3% |
| 18 | GOLDMAN SACHS GROUP#18 · 1,888,868 sh | 1,888,868 | $79.3M | <0.01% | -14.1% |
| 19 | JPMORGAN CHASE#19 · 1,734,551 sh | 1,734,551 | $70.0M | <0.01% | +21.4% |
| 20 | MIRAE ASSET GLOBAL ETFS Ltd.#20 · 1,613,598 sh | 1,613,598 | $67.7M | 0.08% | +2.7% |
| 21 | CADIAN CAPITAL MANAGEMENT#21 · 1,585,693 sh | 1,585,693 | $66.5M | 5.04% | New |
| 22 | AQR CAPITAL MANAGEMENT#22 · 1,575,917 sh | 1,575,917 | $66.1M | 0.02% | +41.8% |
| 23 | Nuveen#23 · 1,471,371 sh | 1,471,371 | $61.7M | 0.01% | +386.5% |
| 24 | Clal Insurance Enterprises Ltd#24 · 1,460,000 sh | 1,460,000 | $61.3M | 0.27% | 0.0% |
| 25 | PRINCIPAL FINANCIAL GROUP#25 · 1,296,694 sh | 1,296,694 | $54.4M | 0.03% | -7.6% |
| 26 | FMR#26 · 1,280,816 sh | 1,280,816 | $53.7M | <0.01% | +15.0% |
| 27 | Senvest Management#27 · 1,270,877 sh | 1,270,877 | $53.3M | 1.56% | -12.3% |
| 28 | FRANKLIN RESOURCES#28 · 1,243,424 sh | 1,243,424 | $52.2M | 0.01% | +3819.0% |
| 29 | TWO SIGMA INVESTMENTS#29 · 1,129,540 sh | 1,129,540 | $47.4M | 0.03% | -47.4% |
| 30 | NORTHERN#30 · 1,127,795 sh | 1,127,795 | $47.3M | <0.01% | +6.0% |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 1,031,804 sh | 1,031,804 | $43.3M | <0.01% | -0.1% |
| 32 | BANK OF AMERICA#32 · 944,993 sh | 944,993 | $39.7M | <0.01% | +10.9% |
| 33 | MORGAN STANLEY#33 · 865,830 sh | 865,830 | $36.3M | <0.01% | -24.4% |
| 34 | EMERALD ADVISERS#34 · 841,193 sh | 841,193 | $35.3M | 0.83% | -3.2% |
| 35 | VANGUARD FIDUCIARY#35 · 816,494 sh | 816,494 | $34.3M | <0.01% | +0.7% |
| 36 | MILLENNIUM MANAGEMENT#36 · 775,295 sh | 775,295 | $32.5M | 0.01% | New |
| 37 | WELLINGTON MANAGEMENT GROUP LLP#37 · 732,435 sh | 732,435 | $30.7M | <0.01% | New |
| 38 | Russell Investments Group, Ltd.#38 · 714,870 sh | 714,870 | $29.9M | 0.03% | +37.1% |
| 39 | ACADIAN ASSET MANAGEMENT#39 · 610,126 sh | 610,126 | $25.6M | 0.03% | +2963.0% |
| 40 | Connor, Clark & Lunn Investment Management Ltd.#40 · 565,087 sh | 565,087 | $23.7M | 0.04% | +105.9% |
| 41 | EMERALD MUTUAL FUND ADVISERS#41 · 555,882 sh | 555,882 | $23.3M | 0.82% | 0.0% |
| 42 | UBS Group AG#42 · 541,561 sh | 541,561 | $22.7M | <0.01% | -16.0% |
| 43 | BALYASNY ASSET MANAGEMENT L.P.#43 · 533,522 sh | 533,522 | $22.4M | 0.03% | +1794.6% |
| 44 | Bank of New York Mellon#44 · 532,076 sh | 532,076 | $22.3M | <0.01% | -3.6% |
| 45 | Verition Fund Management#45 · 495,126 sh | 495,126 | $20.8M | 0.03% | +38.3% |
| 46 | HRT FINANCIAL#46 · 479,906 sh | 479,906 | $20.1M | 0.05% | +162.4% |
| 47 | BANK OF MONTREAL#47 · 464,240 sh | 464,240 | $19.5M | <0.01% | 0.0% |
| 48 | CITADEL ADVISORS#48 · 463,597 sh | 463,597 | $19.5M | <0.01% | -76.9% |
| 49 | GREAT WEST LIFE ASSURANCE#49 · 459,441 sh | 459,441 | $19.3M | 0.03% | -14.5% |
| 50 | WELLS FARGO & COMPANY#50 · 455,650 sh | 455,650 | $19.1M | <0.01% | +30.8% |
| 51 | Oribel Capital Management#51 · 444,100 sh | 444,100 | $18.6M | 0.57% | +168.7% |
| 52 | ROYCE & ASSOCIATES#52 · 384,416 sh | 384,416 | $16.1M | 0.13% | New |
| 53 | Kopion Asset Management#53 · 382,088 sh | 382,088 | $16.0M | — | -22.9% |
| 54 | THAMES CAPITAL MANAGEMENT#54 · 381,281 sh | 381,281 | $16.0M | 1.32% | New |
| 55 | Herald Investment Management Ltd#55 · 380,834 sh | 380,834 | $16.0M | — | -17.8% |
| 56 | ROYAL BANK OF CANADA#56 · 358,667 sh | 358,667 | $15.1M | <0.01% | +0.1% |
| 57 | MARSHALL WACE, LLP#57 · 335,736 sh | 335,736 | $14.1M | 0.01% | +52.6% |
| 58 | BARCLAYS PLC#58 · 313,476 sh | 313,476 | $13.2M | <0.01% | +26.5% |
| 59 | SEI INVESTMENTS#59 · 309,439 sh | 309,439 | $13.0M | 0.01% | +12.0% |
| 60 | Alyeska Investment Group, L.P.#60 · 301,098 sh | 301,098 | $12.6M | 0.03% | -88.5% |
| 61 | CAPITAL FUND MANAGEMENT S.A.#61 · 293,922 sh | 293,922 | $12.3M | 0.05% | +341.2% |
| 62 | DEUTSCHE BANK AG\#62 · 287,111 sh | 287,111 | $12.0M | <0.01% | +6.4% |
| 63 | IEQ CAPITAL#63 · 285,113 sh | 285,113 | $12.0M | 0.06% | +37.5% |
| 64 | PEREGRINE CAPITAL MANAGEMENT#64 · 279,309 sh | 279,309 | $11.7M | 0.38% | -14.4% |
| 65 | Qube Research & Technologies Ltd#65 · 274,297 sh | 274,297 | $11.5M | 0.01% | +42.6% |
| 66 | Vident Advisory#66 · 249,561 sh | 249,561 | $10.5M | 0.08% | +13.9% |
| 67 | DIMENSIONAL FUND ADVISORS#67 · 236,121 sh | 236,121 | $9.9M | <0.01% | +16.3% |
| 68 | Swiss National Bank#68 · 223,954 sh | 223,954 | $9.4M | <0.01% | -4.0% |
| 69 | VICTORY CAPITAL MANAGEMENT#69 · 202,302 sh | 202,302 | $8.5M | <0.01% | +45.9% |
| 70 | PUBLIC SECTOR PENSION INVESTMENT BOARD#70 · 200,500 sh | 200,500 | $8.4M | 0.02% | -50.0% |
| 71 | Man Group plc#71 · 197,531 sh | 197,531 | $8.3M | 0.01% | -18.4% |
| 72 | Schonfeld Strategic Advisors#72 · 186,671 sh | 186,671 | $7.8M | 0.03% | +929.6% |
| 73 | Erste Asset Management GmbH#73 · 190,000 sh | 190,000 | $7.7M | 0.06% | New |
| 74 | BW Gestao de Investimentos Ltda.#74 · 178,338 sh | 178,338 | $7.5M | 0.15% | +3.9% |
| 75 | Creative Planning#75 · 171,559 sh | 171,559 | $7.2M | <0.01% | +57.0% |
| 76 | Universal- Beteiligungs- und Servicegesellschaft mbH#76 · 171,270 sh | 171,270 | $7.2M | 0.01% | +85.9% |
| 77 | STATE OF WISCONSIN INVESTMENT BOARD#77 · 169,055 sh | 169,055 | $7.1M | 0.01% | -17.4% |
| 78 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#78 · 166,079 sh | 166,079 | $7.0M | <0.01% | -13.5% |
| 79 | CITIGROUP#79 · 165,472 sh | 165,472 | $6.9M | <0.01% | +156.0% |
| 80 | PRICE T ROWE ASSOCIATES#80 · 158,755 sh | 158,755 | $6.7M | <0.01% | +17.5% |
| 81 | PANAGORA ASSET MANAGEMENT#81 · 155,568 sh | 155,568 | $6.5M | 0.02% | +2.1% |
| 82 | NICHOLAS COMPANY#82 · 153,950 sh | 153,950 | $6.5M | 0.12% | 0.0% |
| 83 | MIROVA#83 · 150,000 sh | 150,000 | $6.3M | 0.23% | New |
| 84 | RHUMBLINE ADVISERS#84 · 149,977 sh | 149,977 | $6.3M | <0.01% | +3.8% |
| 85 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd#85 · 148,542 sh | 148,542 | $6.2M | 0.40% | +15.8% |
| 86 | Jupiter Topco#86 · 140,714 sh | 140,714 | $5.9M | <0.01% | — |
| 87 | ALGERT GLOBAL#87 · 137,760 sh | 137,760 | $5.8M | 0.07% | New |
| 88 | JANE STREET GROUP#88 · 136,275 sh | 136,275 | $5.7M | <0.01% | -81.8% |
| 89 | Invesco Ltd.#89 · 136,236 sh | 136,236 | $5.7M | <0.01% | -7.8% |
| 90 | PINEBRIDGE INVESTMENTS#90 · 130,795 sh | 130,795 | $5.5M | 0.05% | New |
| 91 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#91 · 124,700 sh | 124,700 | $5.2M | <0.01% | New |
| 92 | KORNITZER CAPITAL MANAGEMENT#92 · 120,151 sh | 120,151 | $5.0M | 0.11% | -1.6% |
| 93 | RENAISSANCE TECHNOLOGIES#93 · 117,800 sh | 117,800 | $4.9M | <0.01% | -69.4% |
| 94 | Focus Partners Wealth#94 · 117,455 sh | 117,455 | $4.9M | <0.01% | +10.5% |
| 95 | Jain Global#95 · 116,672 sh | 116,672 | $4.9M | 0.02% | New |
| 96 | SG Americas Securities#96 · 110,731 sh | 110,731 | $4.6M | <0.01% | -66.3% |
| 97 | RAYMOND JAMES FINANCIAL#97 · 109,526 sh | 109,526 | $4.6M | <0.01% | -71.5% |
| 98 | Mariner#98 · 104,425 sh | 104,425 | $4.4M | <0.01% | +40.2% |
| 99 | VANGUARD ASSET MANAGEMENT, Ltd#99 · 104,312 sh | 104,312 | $4.4M | <0.01% | 0.0% |
| 100 | Quantinno Capital Management#100 · 101,502 sh | 101,502 | $4.3M | <0.01% | +32.1% |
Funds that sold out of VRNS in Q2 2026 (41)
Held VRNS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| BAMCO1,239,294 sh | 1,239,294 | $26.6M |
| Point72 Asset Management, L.P.656,239 sh | 656,239 | $14.1M |
| Phoenix Financial Ltd.557,836 sh | 557,836 | $12.0M |
| Trexquant Investment343,905 sh | 343,905 | $7.4M |
| Cinctive Capital Management169,722 sh | 169,722 | $3.6M |
| AGF MANAGEMENT LTD154,960 sh | 154,960 | $3.3M |
| CenterBook Partners147,763 sh | 147,763 | $3.2M |
| Harvey Partners140,000 sh | 140,000 | $3.0M |
| XTX Topco Ltd94,730 sh | 94,730 | $2.0M |
| OCCUDO QUANTITATIVE STRATEGIES59,471 sh | 59,471 | $1.6M |
| Blackstone63,442 sh | 63,442 | $1.4M |
| FORA Capital53,068 sh | 53,068 | $1.1M |
| FOX RUN MANAGEMENT, L.L.C.34,045 sh | 34,045 | $720.7K |
| Compass Wealth Management31,023 sh | 31,023 | $666.1K |
| TWO SIGMA SECURITIES29,193 sh | 29,193 | $626.8K |
| TUDOR INVESTMENT ET AL27,843 sh | 27,843 | $597.8K |
| Migdal Insurance & Financial Ltd.27,000 sh | 27,000 | $579.7K |
| BANK OF NOVA SCOTIA19,000 sh | 19,000 | $407.9K |
| Holocene Advisors18,288 sh | 18,288 | $392.6K |
| GSA CAPITAL PARTNERS LLP17,664 sh | 17,664 | $379.0K |
| E. Ohman J:or Asset Management AB15,700 sh | 15,700 | $337.1K |
| VARCOV15,005 sh | 15,005 | $322.2K |
| Allspring Global Investments13,573 sh | 13,573 | $295.1K |
| Virtu Financial11,188 sh | 11,188 | $240.0K |
| Pathstone9,329 sh | 9,329 | $200.3K |
| GROUP ONE TRADING, L.P.7,254 sh | 7,254 | $155.7K |
| Caitong International Asset Management , Ltd3,872 sh | 3,872 | $83.1K |
| QUADRANT CAPITAL GROUP2,952 sh | 2,952 | $80.7K |
| PRIVATE NA1,600 sh | 1,600 | $34.4K |
| Advisory Services Network1,394 sh | 1,394 | $29.9K |
| VEGA INVESTMENT SOLUTIONS1,038 sh | 1,038 | $22.3K |
| SUMMIT SECURITIES GROUP925 sh | 925 | $19.9K |
| Root Financial Partners783 sh | 783 | $16.8K |
| Cassaday & Wealth Management762 sh | 762 | $16.4K |
| Destiny Wealth Partners695 sh | 695 | $14.9K |
| Marquette Asset Management132 sh | 132 | $2.8K |
| Wealth Preservation Advisors86 sh | 86 | $1.8K |
| James T. Borello RIA59 sh | 59 | $1.3K |
| TWIN PEAKS WEALTH ADVISORS51 sh | 51 | $1.1K |
| TopTier Wealth Management10 sh | 10 | $215.00 |
| CENTRAL6 sh | 6 | $129.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.