Hood River Capital Management’s Varonis Systems VRNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,908,011	Closed	-$110M	–	194
2025 Q3	$110M	Sell	1,908,011 -8,256	-0.4%	-$458K	1.29%	21
2025 Q2	$97.3M	Sell	1,916,267 -246,288	-11%	-$11.2M	1.36%	20
2025 Q1	$87.5M	Buy	2,162,555 +45,673	+2%	+$1.96M	1.49%	14
2024 Q4	$94.1M	Buy	2,116,882 +231,998	+12%	+$12.1M	1.39%	17
2024 Q3	$106M	Buy	1,884,884 +386,996	+26%	+$20.3M	1.72%	13
2024 Q2	$71.9M	Sell	1,497,888 -113,983	-7%	-$5.05M	1.49%	17
2024 Q1	$76M	Buy	1,611,871 +466,688	+41%	+$22.2M	1.7%	14
2023 Q4	$51.9M	Buy	+1,145,183	New	+$43.1M	1.43%	21
2019 Q1	–	Sell	-343,623	Closed	-$6.06M	–	114
2018 Q4	$6.06M	Buy	+343,623	New	+$6.78M	0.36%	84