P.J. Schmidt Investment Management (PJS)’s Varonis Systems VRNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $430K | Hold |
10,250
| – | – | 0.07% | 147 |
|
|
2026
Q1 | $220K | Hold |
10,250
| – | – | 0.04% | 199 |
|
|
2025
Q4 | $336K | Hold |
10,250
| – | – | 0.05% | 162 |
|
|
2025
Q3 | $589K | Hold |
10,250
| – | – | 0.1% | 108 |
|
|
2025
Q2 | $520K | Hold |
10,250
| – | – | 0.09% | 115 |
|
|
2025
Q1 | $415K | Hold |
10,250
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $455K | Hold |
10,250
| – | – | 0.08% | 117 |
|
|
2024
Q3 | $579K | Hold |
10,250
| – | – | 0.1% | 101 |
|
|
2024
Q2 | $492K | Hold |
10,250
| – | – | 0.09% | 110 |
|
|
2024
Q1 | $483K | Hold |
10,250
| – | – | 0.09% | 111 |
|
|
2023
Q4 | $464K | Hold |
10,250
| – | – | 0.09% | 116 |
|
|
2023
Q3 | $338K | Hold |
10,250
| – | – | 0.07% | 132 |
|
|
2023
Q2 | $276K | Hold |
10,250
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $236K | Hold |
10,250
| – | – | 0.05% | 157 |
|
|
2022
Q4 | $245K | Sell |
10,250
-5,580
| -35% | -$128K | 0.06% | 156 |
|
|
2022
Q3 | $422K | Hold |
15,830
| – | – | 0.1% | 112 |
|
|
2022
Q2 | $455K | Hold |
15,830
| – | – | 0.1% | 113 |
|
|
2022
Q1 | $684K | Hold |
15,830
| – | – | 0.15% | 101 |
|
|
2021
Q4 | $590K | Sell |
15,830
-370
| -2% | -$21.1K | 0.12% | 112 |
|
|
2021
Q3 | $1.06M | Hold |
16,200
| – | – | 0.21% | 81 |
|
|
2021
Q2 | $1.02M | Hold |
16,200
| – | – | 0.2% | 83 |
|
|
2021
Q1 | $883K | Hold |
16,200
| – | – | 0.18% | 89 |
|
|
2020
Q4 | $955K | Hold |
16,200
| – | – | 0.22% | 82 |
|
|
2020
Q3 | $662K | Hold |
16,200
| – | – | 0.16% | 91 |
|
|
2020
Q2 | $478K | Hold |
16,200
| – | – | 0.14% | 80 |
|
|
2020
Q1 | $344K | Hold |
16,200
| – | – | 0.12% | 93 |
|
|
2019
Q4 | $420K | Hold |
16,200
| – | – | 0.11% | 104 |
|
|
2019
Q3 | $323K | Hold |
16,200
| – | – | 0.09% | 114 |
|
|
2019
Q2 | $334K | Hold |
16,200
| – | – | 0.1% | 114 |
|
|
2019
Q1 | $322K | Hold |
16,200
| – | – | 0.09% | 112 |
|
|
2018
Q4 | $286K | Sell |
16,200
-1,200
| -7% | -$23.7K | 0.09% | 113 |
|
|
2018
Q3 | $425K | Hold |
17,400
| – | – | 0.12% | 102 |
|
|
2018
Q2 | $432K | Hold |
17,400
| – | – | 0.13% | 98 |
|
|
2018
Q1 | $351K | Hold |
17,400
| – | – | 0.1% | 103 |
|
|
2017
Q4 | $282K | Hold |
17,400
| – | – | 0.08% | 118 |
|
|
2017
Q3 | $243K | Buy |
+17,400
| New | +$225K | 0.07% | 119 |
|
Other funds holding VRNS
TCG
P.J. Schmidt Investment Management (PJS)'s VRNS Position: Q2 2026 in Review
P.J. Schmidt Investment Management (PJS) held its Varonis Systems (VRNS) position steady in Q2 2026 at 10,250 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #147.
P.J. Schmidt Investment Management (PJS) first reported a position in VRNS in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.06M in Q3 2021. 352 funds tracked by Wall St. Rank hold VRNS as of Q2 2026.
- P.J. Schmidt Investment Management (PJS) held 10,250 shares of Varonis Systems worth $430K as of Q2 2026.
- P.J. Schmidt Investment Management (PJS) left its Varonis Systems share count unchanged in Q2 2026.
- Varonis Systems made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #147 holding.
- P.J. Schmidt Investment Management (PJS) first reported a position in Varonis Systems in Q3 2017 and has held it in 36 quarters since.
- P.J. Schmidt Investment Management (PJS)'s Varonis Systems position peaked at $1.06M in Q3 2021.
- 352 funds tracked by Wall St. Rank held Varonis Systems as of Q2 2026.
Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.