DA Davidson Forecast 15%-20% ARR Growth For Varonis Systems, Inc. (VRNS) with Margin Rebound by 2027
TheFly reported on February 5 that DA Davidson analyst Rudy Kessinger upgraded VRNS from Neutral to Buy and raised the price target to $30 from $25.
Varonis Systems Inc (VRNS)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tremblant Capital Brett Barakett | 3,509,649 | $115,116,487 | +678% | 2.94% |
| 2. | Cadian Capital Eric Bannasch | 2,282,581 | $74,868,657 | +26% | 5.41% |
| 3. | SoMa Equity Partners Gil Simon | 2,255,117 | $73,967,838 | +5% | 4.07% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 837,000 | $27,453,600 | -55% | 0.05% |
| 5. | 28,668,000 | $26,697,075 | 1.95% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.41 | 26,725 | $598,907.25 | 2,185,387 | 2026-02-09 | Filing | |
| $23.47 | 2,980 | $69,940.60 | 1,042,924 | 2026-02-09 | Filing | |
| $22.54 | 5,000 | $112,700.00 | 273,666 | 2026-02-06 | Filing | |
| $22.29 | 17,800 | $396,762.00 | 49,403 | 2026-02-06 | Filing | |
| $51.75 | 230 | $11,902.50 | 23,262 | 2024-02-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $59.59 | 1,500 | $89,385.00 | 412,105 | 2025-08-29 | Filing | |
| $59.52 | 3,892 | $231,651.84 | 413,605 | 2025-08-28 | Filing | |
| $59.53 | 10,400 | $619,112.00 | 417,497 | 2025-08-22 | Filing | |
| $57.72 | 42,705 | $2,464,932.60 | 427,897 | 2025-08-13 | Filing | |
| $55.10 | 51,889 | $2,859,083.90 | 470,602 | 2025-08-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,418,273 | $440,119,354 | 0.01% | |
| 2. | 11,226,717 | $368,236,324 | 0.01% | |
| 3. | 4,427,245 | $145,213,636 | 0.11% | |
| 4. | 3,471,503 | $113,865,298 | 0.11% | |
| 5. | 2,835,650 | $93,009,320 | 0% |
News See All
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Varonis Systems, Inc. (NASDAQ:VRNS) Q4 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Varonis Systems, Inc. Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
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