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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $67.58 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $35.23 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 848.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Varonis Systems, Inc. (VRNS)
Major holders include Cliff Asness ($23.86 M), Steven Cohen ($14.09 M), Renaissance Technologies (RenTech) ($8.26 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.18 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.23 M, with 4 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in VRNS during the most recent reporting period.
Yes, 2 managers opened new positions in VRNS, and 2 increased their existing holdings. The total reported buy value was $35.23 M.