Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Varonis Systems VRNS Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$1.41M Buy
65,590
+47,409
+261% +$1.29M ﹤0.01% 1363
2025
Q4 		$596K Sell
18,181
-14,513
-44% -$609K ﹤0.01% 1809
2025
Q3 		$1.88M Buy
32,694
+13,947
+74% +$774K 0.01% 1115
2025
Q2 		$951K Buy
18,747
+5,974
+47% +$272K ﹤0.01% 1261
2025
Q1 		$517K Buy
12,773
+9,279
+266% +$399K ﹤0.01% 1430
2024
Q4 		$155K Sell
3,494
-38,900
-92% -$2.02M ﹤0.01% 1998
2024
Q3 		$2.4M Sell
42,394
-14,973
-26% -$787K 0.01% 645
2024
Q2 		$2.75M Sell
57,367
-12,719
-18% -$563K 0.01% 559
2024
Q1 		$3.31M Sell
70,086
-20,559
-23% -$979K 0.02% 508
2023
Q4 		$4.1M Sell
90,645
-5,251
-5% -$198K 0.02% 435
2023
Q3 		$2.93M Sell
95,896
-4,228
-4% -$125K 0.02% 461
2023
Q2 		$2.67M Sell
100,124
-4,268
-4% -$107K 0.02% 469
2023
Q1 		$2.71M Sell
104,392
-4,190
-4% -$109K 0.02% 433
2022
Q4 		$2.6M Sell
108,582
-20,199
-16% -$462K 0.02% 412
2022
Q3 		$3.42M Sell
128,781
-5,754
-4% -$164K 0.03% 338
2022
Q2 		$3.94M Sell
134,535
-19,720
-13% -$733K 0.03% 327
2022
Q1 		$7.33M Sell
154,255
-24,291
-14% -$995K 0.05% 249
2021
Q4 		$8.71M Buy
+178,546
New +$10.2M 0.06% 228
2021
Q2 		$14.5M Hold
251,944
– – 0.12% 168
2021
Q1 		$14.5M Sell
251,944
-503,888
-67% -$29.9M 0.12% 168
2020
Q4 		$14.5M Hold
755,832
– – 0.12% 168
2020
Q3 		$14.5M Hold
755,832
– – 0.12% 168
2020
Q2 		$14.5M Hold
755,832
– – 0.12% 168
2020
Q1 		$14.5M Hold
755,832
– – 0.12% 168
2019
Q4 		$14.5M Hold
755,832
– – 0.12% 168
2019
Q3 		$14.5M Hold
755,832
– – 0.12% 168
2019
Q2 		$14.5M Hold
755,832
– – 0.12% 168
2019
Q1 		$14.5M Buy
+755,832
New +$14.3M 0.12% 168
2018
Q4 		– Sell
-18
Closed – – 2260
2018
Q3 		$0 Buy
+18
New +$437 ﹤0.01% 2006

Other funds holding VRNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VRNS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Varonis Systems (VRNS) stake by 261% in Q1 2026, buying an estimated $1.29M and bringing the position to 65,590 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Carson Wealth (CWM LLC) first reported a position in VRNS in Q3 2018 and has held it in 29 quarters since. The position peaked at $14.5M in Q2 2021. 302 funds tracked by Wall St. Rank hold VRNS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 65,590 shares of Varonis Systems worth $1.41M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47,409 Varonis Systems shares in Q1 2026, an estimated $1.29M.
  • Varonis Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1363 holding.
  • Carson Wealth (CWM LLC) first reported a position in Varonis Systems in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Varonis Systems position peaked at $14.5M in Q2 2021.
  • 302 funds tracked by Wall St. Rank held Varonis Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.