VRNS Varonis Systems (VRNS) Insider Trading, Ownership & Congress Trades
Software & IT · Services-prepackaged software · CIK 0001361113
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
224
13F, latest reported quarter
Varonis Systems insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for VARONIS SYSTEMS INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 6 earlier Form 4 trades (code P or S) here by this insider (3 buys, 3 sales), the last on May 10, 2024.
- +36.1% median (+42.6% mean) 90-day return after 3 previous buys.
- The trade is 1.2% of the 2,185,387 shares held after it.
- 3 other insiders bought within 30 days.
- 224 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO, President, Chairman Faitelson Yakov bought about $598.9K of VRNS on Feb 9, 2026, the largest insider purchase at the company since 2022; 3 other insiders bought within 30 days and 224 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Feb 9, 2024.
- The trade is 0.3% of the 1,042,924 shares held after it.
- 3 other insiders bought within 30 days.
- 224 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP Engineering & CTO Bass David bought about $69.9K of VRNS on Feb 9, 2026; 3 other insiders bought within 30 days and 224 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 1.8% of the 273,666 shares held after it.
- 3 other insiders bought within 30 days.
- 224 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director GAVIN JOHN J JR bought about $112.7K of VRNS on Feb 6, 2026, the largest insider purchase at the company since 2023; 3 other insiders bought within 30 days and 224 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 buys), the last on Feb 12, 2024.
- +15.2% median (+18.7% mean) 90-day return after 6 previous buys.
- The trade is 36.0% of the 49,403 shares held after it.
- 3 other insiders bought within 30 days.
- 224 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Kess Avrohom J. bought about $396.8K of VRNS on Feb 6, 2026, the largest insider purchase at the company since 2022; 3 other insiders bought within 30 days and 224 funds added in the latest 13F quarter.Context
- 11 earlier Form 4 trades (code P or S) here by this insider (2 buys, 9 sales), the last on Aug 28, 2025.
- +44.9% median (+44.9% mean) 90-day return after 2 previous buys.
- The trade is 0.4% of the 412,105 shares held after it.
- 1 other insider sold within 30 days.
- 224 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO and COO Melamed Guy sold about $89.4K of VRNS on Aug 29, 2025; 1 other insider sold within 30 days and 224 funds added in the latest 13F quarter.78 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
224 funds bought in last quarter
more than 78% of Software & IT
Revenue
+13.2% year over year
more than 58% of Software & IT
Margin
-20.7% net margin
below 67% of Software & IT
Buybacks
$135.0M repurchased, FY to 2026-06-30
more than 63% of Software & IT
Short interest
5.7% of the float short (float per yahoo 2026-10-26) · 3.9 days to cover · settled 2026-09-30
more than 67% of Software & IT
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch VRNS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-21.2%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns VRNS: institutional holders (13F)
13F holdings, latest reported quarter
12,789,273 sh
$536.6M
7,565,214 sh
$317.4M
4,986,423 sh
$209.2M
3,749,840 sh
$157.3M
3,719,587 sh
$156.1M
Congress trades in VRNS
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
VRNS planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
VRNS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares Cybersecurity and Tech ETF
$47.2M position · as of 2026-07-31
4.6%
Tremblant Global ETF
$8.1M position · as of 2026-06-30
4.5%
WisdomTree Cybersecurity Fund
$4.5M position · as of 2026-06-30
4.4%
Global X Cybersecurity ETF
$51.0M position · as of 2026-05-31
4.3%
Amplify Cybersecurity ETF
$105.8M position · as of 2026-06-30
4.1%
VANGUARD MID-CAP GROWTH FUND
$92.9M position · as of 2026-07-31
3.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Yakov Faitelson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$14.1M
$51.0M
$4.8M
+75%
+121%
2022
$9.6M
-$8.9M
$4.7M
-8%
+33%
2021
$10.4M
$12.7M
$5.3M
+88%
+107%
2020
$6.2M
$30.0M
$4.8M
+111%
+50%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 224 funds added last quarter. Each figure is a federal filing, dated the day it went public.
VRNS financials
Revenue growth
+13.2%
XBRL, annual
Net margin
-20.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$688.1M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM VRNS
| FY Dec 2025 | $623.5M |
| FY Dec 2024 | $551.0M |
| FY Dec 2023 | $499.2M |
| FY Dec 2022 | $473.6M |
| FY Dec 2021 | $390.1M |
| Jun 2026 | $180.0M |
| Mar 2026 | $173.1M |
| Dec 2025 | $173.4M |
| Sep 2025 | $161.6M |
| Jun 2025 | $152.2M |
| Mar 2025 | $136.4M |
| Dec 2024 | $158.5M |
| Sep 2024 | $148.1M |
At each fiscal year end
Single quarter
Net margin, TTM
-20.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM VRNS
| FY Dec 2025 | -20.7% |
| FY Dec 2024 | -17.4% |
| FY Dec 2023 | -20.2% |
| FY Dec 2022 | -26.3% |
| FY Dec 2021 | -30.0% |
| Jun 2026 | -26.0% |
| Mar 2026 | -21.3% |
| Dec 2025 | -16.0% |
| Sep 2025 | -18.5% |
| Jun 2025 | -23.5% |
| Mar 2025 | -26.2% |
| Dec 2024 | -8.2% |
| Sep 2024 | -12.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$121.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM VRNS
| FY Dec 2025 | $134.8M |
| FY Dec 2024 | $108.5M |
| FY Dec 2023 | $54.3M |
| FY Dec 2022 | $475.0K |
| FY Dec 2021 | -$3.3M |
| Jun 2026 | $20.7M |
| Mar 2026 | $50.1M |
| Dec 2025 | $20.7M |
| Sep 2025 | $30.4M |
| Jun 2025 | $18.0M |
| Mar 2025 | $65.7M |
| Dec 2024 | $19.9M |
| Sep 2024 | $21.3M |
At each fiscal year end
Single quarter
Debt to equity
1.02x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity VRNS
| FY Dec 2025 | 0.76x |
| FY Dec 2024 | 0.99x |
| FY Dec 2023 | 0.51x |
| FY Dec 2022 | 0.50x |
| FY Dec 2021 | 0.38x |
| Jun 2026 | 1.02x |
| Mar 2026 | 1.00x |
| Dec 2025 | 0.76x |
| Sep 2025 | 0.75x |
| Jun 2025 | 1.32x |
| Mar 2025 | 1.23x |
| Dec 2024 | 0.99x |
| Sep 2024 | 1.05x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.30x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt VRNS
| FY Dec 2025 | 0.33x |
| FY Dec 2024 | 0.26x |
| FY Dec 2023 | 0.24x |
| FY Dec 2022 | 0.05x |
| FY Dec 2021 | 0.03x |
| Jun 2026 | 0.30x |
| Mar 2026 | 0.30x |
| Dec 2025 | 0.33x |
| Sep 2025 | 0.33x |
| Jun 2025 | 0.30x |
| Mar 2025 | 0.28x |
| Dec 2024 | 0.26x |
| Sep 2024 | 0.23x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-36.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity VRNS
| FY Dec 2025 | -24.5% |
| FY Dec 2024 | -20.3% |
| FY Dec 2023 | -20.4% |
| FY Dec 2022 | -22.7% |
| FY Dec 2021 | -33.8% |
| Jun 2026 | -36.0% |
| Mar 2026 | -31.8% |
| Dec 2025 | -24.5% |
| Sep 2025 | -22.2% |
| Jun 2025 | -25.7% |
| Mar 2025 | -22.2% |
| Dec 2024 | -20.3% |
| Sep 2024 | -19.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-8.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets VRNS
| FY Dec 2025 | -7.5% |
| FY Dec 2024 | -6.9% |
| FY Dec 2023 | -9.4% |
| FY Dec 2022 | -11.6% |
| FY Dec 2021 | -14.0% |
| Jun 2026 | -8.6% |
| Mar 2026 | -8.1% |
| Dec 2025 | -7.5% |
| Sep 2025 | -7.2% |
| Jun 2025 | -7.6% |
| Mar 2025 | -6.9% |
| Dec 2024 | -6.9% |
| Sep 2024 | -6.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital VRNS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-16.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed VRNS
| FY Dec 2025 | -14.0% |
| FY Dec 2024 | -13.4% |
| FY Dec 2023 | -14.5% |
| FY Dec 2022 | -14.2% |
| FY Dec 2021 | -15.5% |
| Jun 2026 | -16.0% |
| Mar 2026 | -15.8% |
| Dec 2025 | -14.0% |
| Sep 2025 | -13.0% |
| Jun 2025 | -15.2% |
| Mar 2025 | -14.0% |
| Dec 2024 | -13.4% |
| Sep 2024 | -12.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing VRNS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$5.9B
market value at close 2026-10-27 on 2026-07-24 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value VRNS
| FY Dec 2025 | $4.1B |
| FY Dec 2024 | $5.3B |
| FY Dec 2023 | $5.0B |
| FY Dec 2022 | $2.5B |
| FY Dec 2021 | $4.7B |
| Jun 2026 | $5.0B |
| Mar 2026 | $2.8B |
| Dec 2025 | $4.1B |
| Sep 2025 | $6.7B |
| Jun 2025 | $5.9B |
| Mar 2025 | $4.9B |
| Dec 2024 | $5.3B |
| Sep 2024 | $6.5B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+2.2%
TTM free cash flow over market value at close 2026-10-27
FCF yield VRNS
| FY Dec 2025 | +3.5% |
| FY Dec 2024 | +2.2% |
| FY Dec 2023 | +1.1% |
| FY Dec 2022 | +0.0% |
| FY Dec 2021 | -0.1% |
| Jun 2026 | +2.5% |
| Mar 2026 | +4.7% |
| Dec 2025 | +3.5% |
| Sep 2025 | +2.1% |
| Jun 2025 | +2.2% |
| Mar 2025 | +2.6% |
| Dec 2024 | +2.2% |
| Sep 2024 | +1.5% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing VRNS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $623.5M | $551.0M | $499.2M | $473.6M |
| Gross profit | $491.6M | $457.1M | $427.4M | $403.8M |
| Operating income | -$146.5M | -$117.7M | -$117.2M | -$121.2M |
| Net income | -$129.3M | -$95.8M | -$100.9M | -$124.5M |
| EPS (diluted) | -1.13 | -0.86 | -0.92 | -1.14 |
| Operating cash flow | $147.4M | $115.2M | $59.4M | $11.9M |
| Cash | $202.5M | $185.6M | $230.7M | $367.8M |
| Long-term debt | $452.3M | $450.2M | $250.5M | $249.0M |
| Buybacks | $115.0M | $0 | $43.5M | $56.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
VRNS Stock Sonar score 5/7 axes
Find similar shapesCompareVRNS ranks highest on institutional and government (78th percentile) and growth (65th), and lowest on profitability (33rd), among Software & IT peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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