Tremblant Capital Group’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 | $157M | Buy |
3,749,840
+170,172
| +5% | +$4.99M | 4.52% | 1 |
|
|
2026
Q1 | $76.9M | Buy |
3,579,668
+70,019
| +2% | +$1.9M | 2.47% | 15 |
|
|
2025
Q4 | $115M | Buy |
3,509,649
+3,058,524
| +678% | +$128M | 2.94% | 6 |
|
|
2025
Q3 | $25.9M | Sell |
451,125
-202,572
| -31% | -$11.2M | 2.68% | 18 |
|
|
2025
Q2 | $33.2M | Buy |
653,697
+34,007
| +5% | +$1.55M | 3.2% | 14 |
|
|
2025
Q1 | $25.1M | Buy |
619,690
+21,419
| +4% | +$921K | 2.82% | 14 |
|
|
2024
Q4 | $26.6M | Buy |
598,271
+13,300
| +2% | +$692K | 2.75% | 16 |
|
|
2024
Q3 | $33.1M | Sell |
584,971
-15,263
| -3% | -$803K | 3.64% | 13 |
|
|
2024
Q2 | $28.8M | Sell |
600,234
-27,866
| -4% | -$1.23M | 3.12% | 16 |
|
|
2024
Q1 | $29.6M | Buy |
628,100
+972
| +0.2% | +$46.3K | 3.2% | 17 |
|
|
2023
Q4 | $28.4M | Sell |
627,128
-771,946
| -55% | -$29M | 3.21% | 19 |
|
|
2023
Q3 | $42.7M | Buy |
1,399,074
+160,648
| +13% | +$4.74M | 4.49% | 6 |
|
|
2023
Q2 | $33M | Buy |
1,238,426
+290,283
| +31% | +$7.25M | 3.2% | 16 |
|
|
2023
Q1 | $24.7M | Sell |
948,143
-1,641,903
| -63% | -$42.8M | 2.61% | 21 |
|
|
2022
Q4 | $62M | Sell |
2,590,046
-595,677
| -19% | -$13.6M | 5.31% | 7 |
|
|
2022
Q3 | $84.5M | Buy |
3,185,723
+772,318
| +32% | +$22M | 5.13% | 2 |
|
|
2022
Q2 | $70.8M | Buy |
2,413,405
+58,960
| +3% | +$2.19M | 4.29% | 9 |
|
|
2022
Q1 | $112M | Buy |
2,354,445
+502,826
| +27% | +$20.6M | 3.98% | 8 |
|
|
2021
Q4 | $90.3M | Buy |
1,851,619
+618,545
| +50% | +$35.2M | 3.24% | 17 |
|
|
2021
Q3 | $75M | Sell |
1,233,074
-156,443
| -11% | -$9.81M | 2.38% | 21 |
|
|
2021
Q2 | $80.1M | Sell |
1,389,517
-55,340
| -4% | -$2.88M | 2.17% | 21 |
|
|
2021
Q1 | $74.2M | Buy |
1,444,857
+330,057
| +30% | +$19.6M | 2.15% | 21 |
|
|
2020
Q4 | $60.8M | Sell |
1,114,800
-469,566
| -30% | -$20.4M | 1.71% | 27 |
|
|
2020
Q3 | $61M | Sell |
1,584,366
-428,049
| -21% | -$16M | 2.31% | 22 |
|
|
2020
Q2 | $59.4M | Sell |
2,012,415
-165,942
| -8% | -$4.15M | 2.5% | 17 |
|
|
2020
Q1 | $46.2M | Buy |
2,178,357
+456,375
| +27% | +$12M | 2.91% | 14 |
|
|
2019
Q4 | $44.6M | Buy |
1,721,982
+84,903
| +5% | +$2.02M | 2.22% | 22 |
|
|
2019
Q3 | $32.6M | Buy |
1,637,079
+450,699
| +38% | +$10M | 1.88% | 22 |
|
|
2019
Q2 | $24.5M | Buy |
1,186,380
+334,863
| +39% | +$7.19M | 1.5% | 25 |
|
|
2019
Q1 | $16.9M | Buy |
+851,517
| New | +$16.2M | 0.98% | 29 |
|
Other funds holding VRNS
Tremblant Capital Group's VRNS Position: Q2 2026 in Review
Tremblant Capital Group increased its Varonis Systems (VRNS) stake by 4.8% in Q2 2026, buying an estimated $4.99M and bringing the position to 3,749,840 shares worth $157M. The position accounts for 4.52% of the portfolio, ranked #1.
Tremblant Capital Group first reported a position in VRNS in Q1 2019 and has held it in 30 quarters since. 352 funds tracked by Wall St. Rank hold VRNS as of Q2 2026.
- Tremblant Capital Group held 3,749,840 shares of Varonis Systems worth $157M as of Q2 2026.
- Tremblant Capital Group bought 170,172 Varonis Systems shares in Q2 2026, an estimated $4.99M.
- Varonis Systems made up 4.52% of Tremblant Capital Group's portfolio in Q2 2026, its #1 holding.
- Tremblant Capital Group first reported a position in Varonis Systems in Q1 2019 and has held it in 30 quarters since.
- 352 funds tracked by Wall St. Rank held Varonis Systems as of Q2 2026.
Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.