Varonis SystemsVRNS
About: Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.
Employees: 2,406
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
955% more call options, than puts
Call options by funds: $119M | Put options by funds: $11.3M
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
36% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 42
25% more capital invested
Capital invested by funds: $4.68B [Q1] → $5.85B (+$1.17B) [Q2]
17% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 106
3% more funds holding
Funds holding: 316 [Q1] → 326 (+10) [Q2]
0.26% more ownership
Funds ownership: 102.71% [Q1] → 102.97% (+0.26%) [Q2]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Citigroup Fatima Boolani | 0%downside $58 | Neutral Maintained | 18 Aug 2025 |
Wells Fargo Andrew Nowinski | 20%upside $70 | Overweight Upgraded | 11 Aug 2025 |
Barclays Saket Kalia | 7%upside $62 | Overweight Maintained | 30 Jul 2025 |
UBS Roger Boyd | 12%upside $65 | Buy Maintained | 30 Jul 2025 |
RBC Capital Matthew Hedberg | 10%upside $64 | Outperform Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 9 articles about VRNS published over the past 30 days









