How many institutional investors hold VRNS?

4 tracked institutional investors disclosed a position in VRNS (VARONIS SYS INC) in their most recent 13F filing.

Who is the largest institutional holder of VRNS?

Izzy Englander, Millennium Management, holds the largest disclosed position in VRNS, valued at $117M.

Where does this VRNS ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

VRNS — VARONIS SYS INC

Name: VARONIS SYS INC (VRNS) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying VRNS?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Strong distribution · 0 buying vs 1 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their VRNS position last quarter, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Contraction regime).

Supporting evidence

+4 tracked investors reported holding VRNS at their latest filing
+Macro Health is 55/100 in a Contraction regime — historically acceptable for this sectorsource

Contradicting evidence — always shown

−1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/17/2026.

About VARONIS SYS INC (VRNS)

VARONIS SYS INC (VRNS) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $117M. Across recent filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in VRNS

/100

Institutional Accumulation

Added / Increased3

Reduced1

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track VRNS

/100

Emerging Interest

4investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

VRNS Ownership Composition

How VARONIS SYS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Multi-Strategy / Quant

93% of tracked value

Institutions

tracked investors

Total Reported

$77.2M

combined 13F value

Multi-Strategy / Quant92.7%
Macro7.3%

Multi-Strategy / Quant(3)

92.7%

Macro(1)

7.3%

Tracked investors currently reporting VRNS

1 tracked investor has since exited this position — listed separately below.

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	872.8K	$36.6M	0.01%	Jun 30, 2026
Ken Griffin	Citadel Advisors	735.7K	$30.9M	0.00%	Jun 30, 2026
George Soros	Soros Fund Management	133.7K	$5.6M	0.07%	Jun 30, 2026
Steve Cohen	Point72 Asset Management	97.7K	$4.1M	0.00%	Jun 30, 2026

Izzy EnglanderJun 30, 2026
Millennium Management
Shares
872.8K
Value
$36.6M
% Portfolio
0.01%
Ken GriffinJun 30, 2026
Citadel Advisors
Shares
735.7K
Value
$30.9M
% Portfolio
0.00%
George SorosJun 30, 2026
Soros Fund Management
Shares
133.7K
Value
$5.6M
% Portfolio
0.07%
Steve CohenJun 30, 2026
Point72 Asset Management
Shares
97.7K
Value
$4.1M
% Portfolio
0.00%

Previously held VRNS

These investors reported VRNS in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

Investor	Firm	Last reported shares	Value then	Last held
Paul Tudor Jones	Tudor Investment Corp	27.8K	$597.8K	Mar 31, 2026

Recent activity

Investor	Action	Δ %	Current value	Filing date
George Soros	Sold	-100.00%	$0	Feb 14, 2025
George Soros	New	—	$59.5M	May 15, 2026
George Soros	Reduced	-99.80%	$5.6M	Aug 14, 2026
Ken Griffin	New	—	$17.1M	Feb 17, 2026
George Soros	New	—	$2.9M	Nov 14, 2024

George Soros
Sold
$0(-100.00%)Feb 14, 2025
George Soros
New
$59.5MMay 15, 2026
George Soros
Reduced
$5.6M(-99.80%)Aug 14, 2026
Ken Griffin
New
$17.1MFeb 17, 2026
George Soros
New
$2.9MNov 14, 2024

Frequently asked questions

How many institutional investors hold VRNS?: 4 tracked institutional investors disclosed a position in VRNS (VARONIS SYS INC) in their most recent 13F filing.
Who is the largest institutional holder of VRNS?: Izzy Englander, Millennium Management, holds the largest disclosed position in VRNS, valued at $117M.
Did institutional ownership of VRNS increase or decrease?: Across recent 13F filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 1 fully exited VRNS.
Where does this VRNS ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.