Atalan Capital Partners’s Varonis Systems VRNS Stock Holding History

Atalan Capital Partners’s Portfolio VRNS Stock Details VRNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,200,000	Closed	-$65.4M	–	21
2020 Q4	$65.4M	Sell	1,200,000 -379,233	-24%	-$16.5M	5.79%	9
2020 Q3	$60.8M	Sell	1,579,233 -700,767	-31%	-$26.1M	5.3%	9
2020 Q2	$67.2M	Buy	2,280,000 +150,000	+7%	+$3.75M	6.43%	8
2020 Q1	$45.2M	Buy	2,130,000 +120,000	+6%	+$3.14M	6.4%	7
2019 Q4	$52.1M	Buy	2,010,000 +90,000	+5%	+$2.14M	5.54%	9
2019 Q3	$38.3M	Buy	1,920,000 +345,000	+22%	+$7.67M	4.61%	10
2019 Q2	$32.5M	Buy	1,575,000 +255,000	+19%	+$5.48M	4.21%	12
2019 Q1	$26.2M	Buy	+1,320,000	New	+$25M	4.08%	11

Other funds holding VRNS

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Atalan Capital Partners's VRNS Position: Q1 2021 in Review

Atalan Capital Partners sold out of Varonis Systems (VRNS) in Q1 2021, closing a stake of 1,200,000 shares — an estimated $65.4M sold.

Atalan Capital Partners first reported a position in VRNS in Q1 2019 and held it in 8 quarters. The position peaked at $67.2M in Q2 2020. 284 funds tracked by Wall St. Rank hold VRNS as of Q1 2021.

Atalan Capital Partners reported no remaining Varonis Systems position as of Q1 2021 after selling out during the quarter.
Atalan Capital Partners sold 1,200,000 Varonis Systems shares in Q1 2021, an estimated $65.4M.
Atalan Capital Partners first reported a position in Varonis Systems in Q1 2019 and held it in 8 quarters.
Atalan Capital Partners's Varonis Systems position peaked at $67.2M in Q2 2020.
284 funds tracked by Wall St. Rank held Varonis Systems as of Q1 2021.

Based on Atalan Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.