WAVEMAN · COMPANY

VRNS · Varonis Systems Inc

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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VRNS

Name: VARONIS SYSTEMS INC (VRNS) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

VARONIS SYSTEMS INC

SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001361113

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

223

13F, latest reported quarter

REVENUE GROWTH

+13.2%

XBRL, annual

NET MARGIN

-20.7%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

223 funds added or opened last quarter

more than 77% of Software & IT

REVENUE

+13.2% year over year

more than 60% of Software & IT

MARGIN

-20.7% net margin

below 71% of Software & IT

BUYBACKS

$135.0M repurchased, FY to 2026-06-30

more than 64% of Software & IT

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

223 funds added or opened positions in the latest 13F quarter, of 353 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -17.7%

-17.7%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 223 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred 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 2026-09-05.

INSIDER

FILED

VALUE

Faitelson Yakov

CEO, President, Chairman

BUY

2026-02-09

26,725.0

$598.9K

Bass David

EVP Engineering & CTO

BUY

2026-02-09

2,980.0

$69.9K

GAVIN JOHN J JR

Director

BUY

2026-02-06

5,000.0

$112.7K

Kess Avrohom J.

Director

BUY

2026-02-06

17,800.0

$396.8K

Melamed Guy

CFO and COO

SELL

2025-08-29

1,500.0

$89.4K

78 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 73 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

12,789,273.0 sh

$536.6M

VANGUARD PORTFOLIO MANAGEMENT LLC

7,565,214.0 sh

$317.4M

VANGUARD CAPITAL MANAGEMENT LLC

4,986,423.0 sh

$209.2M

TREMBLANT CAPITAL GROUP

3,749,840.0 sh

$157.3M

VOYA INVESTMENT MANAGEMENT LLC

3,719,587.0 sh

$156.1M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Global X Cybersecurity ETF

$32.0M POSITION · AS OF 2026-02-28

4.0%

iShares Cybersecurity and Tech ETF

$28.1M POSITION · AS OF 2026-04-30

3.8%

Amplify Cybersecurity ETF

$62.1M POSITION · AS OF 2026-03-31

3.3%

WisdomTree Cybersecurity Fund

$2.4M POSITION · AS OF 2026-03-31

3.3%

Tremblant Global ETF

$4.1M POSITION · AS OF 2026-03-31

2.6%

VANGUARD MID-CAP GROWTH FUND

$72.6M POSITION · AS OF 2026-04-30

2.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Yakov Faitelson

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs 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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	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
BUYBACKS	$115.0M	$0	$43.5M	$56.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE