JO
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John Overdeck’s Varonis Systems VRNS Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-12,200
Closed -$595K – 4396
2021
Q4 		$595K Buy
12,200
+8,200
+205% +$467K ﹤0.01% 3079
2021
Q3 		$243K Sell
4,000
-4,700
-54% -$295K ﹤0.01% 3827
2021
Q2 		$501K Buy
+8,700
New +$453K ﹤0.01% 3099

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's VRNS Position: Q2 2026 in Review

John Overdeck reduced its Varonis Systems (VRNS) stake by 47% in Q2 2026, selling an estimated $29.8M and leaving 1,129,540 shares worth $47.4M. The position accounts for 0.03% of the portfolio, ranked #580.

John Overdeck first reported a position in VRNS in Q1 2016 and has held it in 41 quarters since. The position peaked at $94.9M in Q2 2025. 348 funds tracked by Wall St. Rank hold VRNS as of Q2 2026.

  • John Overdeck held 1,129,540 shares of Varonis Systems worth $47.4M as of Q2 2026.
  • John Overdeck sold 1,017,479 Varonis Systems shares in Q2 2026, an estimated $29.8M.
  • Varonis Systems made up 0.03% of John Overdeck's portfolio in Q2 2026, its #580 holding.
  • John Overdeck first reported a position in Varonis Systems in Q1 2016 and has held it in 41 quarters since.
  • John Overdeck's Varonis Systems position peaked at $94.9M in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Varonis Systems as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.