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VRNS Varonis Systems Inc.

Information Technology, filed as VARONIS SYS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.0%
  • $3.4M
  • 1 new 1 exit

In 2026 Q2 George Soros opened a position in Varonis Systems, while Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (George Soros, Soros Fund Management). Not free-float ownership.

  1. George Soros New 0.04%

Who owns VRNS

Sorted by value, long equity only, as of 2026 Q2.

History
George Soros, Soros Fund Management 0.04% New 0.04% 80,000 $3.4M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.08% Exit −0.08% 1,239,294 $27M History

1 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by VRNS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All VRNS insider trades
  • $1.2M bought by 4 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Yakov Faitelson CEO
    Buy
    $599K 26,725 shares at $22.41 +1.2% to stake
    Traded Feb 9 Filed Feb 10
    ↗
  2. David Bass EVP Engineering & CTO
    Buy
    $70K 2,980 shares at $23.47 +0.3% to stake
    Traded Feb 9 Filed Feb 10
    ↗
  3. John J Gavin Jr. Director
    Buy
    $113K 5,000 shares at $22.54 +1.9% to stake
    Traded Feb 6 Filed Feb 10
    ↗
  4. Avrohom J. Kess Director
    Buy
    $397K 17,800 shares at $22.29 +56% to stake
    Traded Feb 6 Filed Feb 10
    ↗

Also filed in the last 12 months, not counted as buying or selling: 20 stock grants, 5 share withholdings for taxes, and 3 gifts.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
DEFA14A SOLICITING MATERIAL UNDER 240.14A-12 Filing Doc
DEFA14A SOLICITING MATERIAL UNDER 240.14A-12 Filing Doc
DEFA14A SOLICITING MATERIAL UNDER 240.14A-12 Filing Doc
DEFA14A SOLICITING MATERIAL UNDER 240.14A-12 Filing Doc
DEFA14A CURRENT REPORT Filing Doc
8-K 1.01,5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated about 6 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 $0.767B $0.878B $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 -$0.837M
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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.