What smart money is saying about Varonis Systems
VRNS
No fund has written a full thesis on Varonis Systems in our archive, but 2 fund letters report a position in it — most recently Clearbridge Small Cap Growth Strategy in December 2025.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2025 and Q4 2025, 2 fund letters reported a position in Varonis Systems, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- December 2025
“We saw this in several of our software investments, particularly security software company Varonis and Wix.com, a website and application creation platform, both of which had minor disappointments that led to material stock price overreactions.”
Varonis Systems - June 2025
“TOP TEN EQUITY HOLDINGS (%) Sterling Infrastructure, Inc. 2.1 Kratos Defense & Security Solutions, Inc. 2.0 ESCO Technologies Inc. 2.0 MACOM Technology Solutions Holdings, Inc. 2.0 Construction Partners, Inc. 1.8 RBC Bearings Incorporated 1.7 Casella Waste Systems, Inc. 1.6 Intapp, Inc. 1.6 Verona Pharma Plc 1.6 Varonis Systems, Inc. 1.6”
Varonis Systems
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