AAS
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Avantax Advisory Services’s Varonis Systems VRNS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$336K Sell
6,616
-807
-11% -$36.7K ﹤0.01% 1829
2025
Q1 		$300K Buy
7,423
+469
+7% +$20.2K ﹤0.01% 1826
2024
Q4 		$309K Sell
6,954
-872
-11% -$45.4K ﹤0.01% 1762
2024
Q3 		$442K Buy
7,826
+906
+13% +$47.6K ﹤0.01% 1494
2024
Q2 		$332K Buy
+6,920
New +$306K ﹤0.01% 1626

Other funds holding VRNS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avantax Advisory Services's VRNS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Varonis Systems (VRNS) stake by 11% in Q2 2025, selling an estimated $36.7K and leaving 6,616 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Avantax Advisory Services first reported a position in VRNS in Q2 2024 and has held it in 5 quarters since. The position peaked at $442K in Q3 2024. 332 funds tracked by Wall St. Rank hold VRNS as of Q2 2025.

  • Avantax Advisory Services held 6,616 shares of Varonis Systems worth $336K as of Q2 2025.
  • Avantax Advisory Services sold 807 Varonis Systems shares in Q2 2025, an estimated $36.7K.
  • Varonis Systems made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1829 holding.
  • Avantax Advisory Services first reported a position in Varonis Systems in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Varonis Systems position peaked at $442K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Varonis Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.