Follow-The-Filings

Security · featured owners

VRNS Varonis Sys Inc.

COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.0%
  • $3M
  • 1 new 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (George Soros - Soros Fund...) · not free-float ownership

  1. George Soros new 0.04%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
George Soros - Soros Fund Management 2026 Q2 0.04% New 0.04% 80,000 $3M history
Ron Baron - Bamco Inc. (Baron Capital) exited 2026 Q2 last 2026 Q1 0.08% Exit −0.08 pp 1,239,294 $27M history

1 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $499.16M $550.95M $623.53M
Gross profit $427.41M $457.1M $491.56M
Gross margin * 85.6% 83.0% 78.8%
Net income -$100.92M -$95.76M -$129.32M
Net margin * -20.2% -17.4% -20.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $767.16M $878.07M $1.3B
Total non-current assets $336.75M $786.2M $493.06M
Total assets $1.1B $1.66B $1.79B
Total current liabilities $306.78M $709.88M $658.96M
Total non-current liabilities $307.48M $498.73M $534M
Total equity $489.65M $455.66M $598.66M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $59.42M $115.2M $147.43M
Cash from investing -$143.08M -$532.26M -$837,000
Cash from financing -$53.4M $371.9M -$129.7M
Net change in cash -$137.06M -$45.16M $16.9M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders