298 tracked 13F filers disclose a position in VRNS as of the latest SEC 13F filings, a combined $2.5B in reported value. 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.
| # | 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 | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $109.5M | 5.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | TREMBLANT CAPITAL GROUP | $157.3M | 3.7M | ▲+4.8% Added · +170K sh | Q2 2026 | |
| 5 | Pictet Asset Management Holding SA | $67.0M | 3.1M | ▲+43% Added · +945K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $128.5M | 3.1M | ▲+5.3% Added · +154K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $125.7M | 3.0M | ▲+3.9% Added · +111K sh | Q2 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 | Stephens Investment Management Group LLC | $90.6M | 2.2M | ▲+8.3% Added · +166K sh | Q2 2026 | |
| 17 | BNP Paribas Asset Management Holding S.A. | $46.3M | 2.2M | ▼−21% Reduced · −576K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $46.1M | 2.1M | ▲+203% Added · +1.4M sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $43.1M | 2.0M | ▲+720% Added · +1.8M 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.
Last quarter, 7 funds opened a new position in VRNS and 36 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 170 funds | $171.1B |
| MICROSOFT CORPMSFT | 167 funds | $223.0B |
| META PLATFORMS INC-CLASS AMETA | 167 funds | $91.9B |
| NVIDIA CORPNVDA | 164 funds | $325.2B |
| BROADCOM INCAVGO | 162 funds | $133.2B |
| APPLE INCAAPL | 160 funds | $245.0B |
| ELI LILLY & COLLY | 160 funds | $65.2B |
| JPMORGAN CHASE & COJPM | 159 funds | $49.5B |
| TESLA INCTSLA | 158 funds | $59.0B |
| MICRON TECHNOLOGY INCMU | 158 funds | $34.8B |
| ALPHABET INC-CL AGOOGL | 157 funds | $131.5B |
| ADVANCED MICRO DEVICESAMD | 157 funds | $31.6B |
Ranked by how many of VRNS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 9, 2026 | Bass David | EVP Engineering & CTO | Buy (P) | 3K | $70K |
| Feb 9, 2026 | Faitelson Yakov | CEO, President, Chairman, Director | Buy (P) | 27K | $599K |
| Feb 6, 2026 | Kess Avrohom J. | Director | Buy (P) | 18K | $397K |
| Feb 6, 2026 | GAVIN JOHN J JR | Director | Buy (P) | 5K | $113K |
| Aug 29, 2025 | Melamed Guy | CFO and COO | Sell (S) | 2K | $89K |
| Aug 28, 2025 | Melamed Guy | CFO and COO | Sell (S) | 4K | $232K |
| Aug 22, 2025 | Melamed Guy | CFO and COO | Sell (S) | 10K | $619K |
| Aug 13, 2025 | Melamed Guy | CFO and COO | Sell (S) | 43K | $2.5M |
| Aug 1, 2025 | VAN DEN BOSCH FRED | Director | Sell (S) | 3K | $165K |
| Aug 1, 2025 | Melamed Guy | CFO and COO | Sell (S) | 52K | $2.9M |
| Jun 4, 2025 | VAN DEN BOSCH FRED | Director | Sell (S) | 6K | $300K |
| Nov 13, 2024 | Melamed Guy | CFO and COO | Sell (S) | 25K | $1.3M |
| Class | 13F holders | Value held |
|---|---|---|
| VRNSthis pagecs | 298 funds | $2.6B |
| VRNS 1 09/15/29NOTE 1.000% 9/1 | 35 funds | $295.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for VRNS
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.
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.