Thames Capital Management’s Varonis Systems VRNS Stock Holding History

Thames Capital Management’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 Q2	$16M	Buy	+381,281	New	+$11.2M	1.32%	32

Other funds holding VRNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thames Capital Management's VRNS Position: Q2 2026 in Review

Thames Capital Management opened a new position in Varonis Systems (VRNS) in Q2 2026: 381,281 shares worth $16M. The stake represents 1.32% of the portfolio and ranks #32 among its holdings.

351 funds tracked by Wall St. Rank hold VRNS as of Q2 2026.

Thames Capital Management held 381,281 shares of Varonis Systems worth $16M as of Q2 2026.
Varonis Systems was a new Thames Capital Management position in Q2 2026.
Varonis Systems made up 1.32% of Thames Capital Management's portfolio in Q2 2026, its #32 holding.
351 funds tracked by Wall St. Rank held Varonis Systems as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.