Guru Ownership Trend
Guru Analysis for Varonis Systems, Inc. (VRNS)
Varonis Systems, Inc. (VRNS), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $12.15 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $17.5 M net outflow during the quarter.
On the selling side, Renaissance Technologies (RenTech) reduced exposure by 80.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Varonis Systems, Inc. (VRNS)
Major holders include Cliff Asness ($16.35 M), Renaissance Technologies (RenTech) ($1.33 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 539,122 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $17.5 M, with 0 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited VRNS. The total reported sell value was $17.5 M.
No tracked managers opened new positions or increased their holdings in VRNS during the most recent reporting period.