This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VRNS/capital-change-brief"
Use Arkolith's capital_change_brief for VRNS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $242.7M | 11.3M | ▲+0.7% Added · +78K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $160.7M | 7.5M | ▲New +7.5M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $109.5M | 5.1M | ▲New +5.1M sh | Q1 2026 | |
| 4 | TREMBLANT CAPITAL GROUP | $76.9M | 3.6M | ▲+2.0% Added · +70K sh | Q1 2026 | |
| 5 | Pictet Asset Management Holding SA | $67.0M | 3.1M | ▲+43% Added · +945K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $62.4M | 2.9M | ▲+2.6% Added · +73K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $61.9M | 2.9M | ▲+1.8% Added · +51K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $60.2M | 2.8M | ▼−37% Reduced · −1.6M sh | Q1 2026 | |
| 9 | Alyeska Investment Group, L.P. | $56.4M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | $55.4M | 2.6M | ▲+75% Added · +1.1M sh | Q1 2026 | |
| 11 | VOYA INVESTMENT MANAGEMENT LLC | $51.8M | 2.4M | ▼−30% Reduced · −1.1M sh | Q1 2026 | |
| 12 | Clearbridge Investments, LLC | $50.7M | 2.4M | ▼−7.2% Reduced · −183K sh | Q1 2026 | |
| 13 | AMERICAN CAPITAL MANAGEMENT INC | $50.0M | 2.3M | ▲+54% Added · +819K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $47.2M | 2.2M | ▲+78% Added · +967K sh | Q1 2026 | |
| 15 | Neuberger Berman Group LLC | $46.5M | 2.2M | ▲+81% Added · +968K sh | Q1 2026 | |
| 16 | BNP Paribas Asset Management Holding S.A. | $46.3M | 2.2M | ▼−21% Reduced · −576K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $46.1M | 2.1M | ▲+203% Added · +1.4M sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $43.1M | 2.0M | ▲+720% Added · +1.8M sh | Q1 2026 | |
| 19 | Stephens Investment Management Group LLC | $42.8M | 2.0M | ▲+18% Added · +302K sh | Q1 2026 | |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $33.7M | 1.6M | ▲+6.8% Added · +100K sh | Q1 2026 | |
| 21 | Senvest Management, LLC | $31.1M | 1.4M | ▲+406% Added · +1.2M sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $30.3M | 1.4M | ▲+20% Added · +234K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $30.3M | 1.4M | ▲+218% Added · +967K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $30.1M | 1.4M | ▼−0.6% Reduced · −8K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $24.6M | 1.1M | ▼−26% Reduced · −403K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 31, 2026 | Gottlieb Dov | EVP and General Counsel | Tax withholding (F) | 9K | $316K |
| May 22, 2026 | Melamed Guy | CFO and COO | Tax withholding (F) | 104K | $2.4M |
| Apr 30, 2026 | Segev Ofer | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | Prishkolnik Rachel | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | Iohan Gili | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | MENDOZA THOMAS F | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | GAVIN JOHN J JR | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | VAN DEN BOSCH FRED | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | Korkus Ohad | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | COMOLLI KEVIN E | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | Kess Avrohom J. | Director | Grant (A) | 7K | $0 |
| Apr 30, 2026 | Aued Carlos | Director | Grant (A) | 7K | $0 |
| Class | 13F holders | Value held |
|---|---|---|
| VRNSthis pagecs | 225 funds | $2.1B |
| VRNS 1 09/15/29NOTE 1.000% 9/1 | 30 funds | $214.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 103 funds | $40.7B |
| MICROSOFT CORPMSFT | 101 funds | $48.9B |
| ALPHABET INC-CL AGOOGL | 100 funds | $32.3B |
| META PLATFORMS INC-CLASS AMETA | 100 funds | $22.8B |
| BROADCOM INCAVGO | 99 funds | $25.8B |
| NVIDIA CORPNVDA | 98 funds | $72.6B |
| ELI LILLY & COLLY | 98 funds | $12.4B |
| APPLE INCAAPL | 97 funds | $56.9B |
| SERVICENOW INCNOW | 97 funds | $3.7B |
| VISA INC-CLASS A SHARESV | 95 funds | $9.3B |
| MASTERCARD INC - AMA | 95 funds | $8.9B |
| JPMORGAN CHASE & COJPM | 94 funds | $15.1B |
Ranked by how many of VRNS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VRNS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.