SEC 13F Intelligence

Hood River Capital Management LLC / VRNS

Hood River Capital Management LLC’s Varonis Sys Inc Position

Does Hood River Capital Management LLC own Varonis Sys Inc (VRNS)? Not currently — the last reported position was 1.91M shares worth $110M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$110M
Q3 2025
Shares
1.91M
% of Portfolio
+1.29%
Quarters Held
9
position exited

Position History VRNS

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q4 ’23: $52MQ1 ’24: $76MQ1 ’24Q2 ’24: $72MQ3 ’24: $106MQ3 ’24Q4 ’24: $94MQ1 ’25: $87MQ1 ’25Q2 ’25: $97MQ3 ’25: $110MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20251.91M$110M+1.29%
Q2 20251.92M$97M+1.36%
Q1 20252.16M$87M+1.49%
Q4 20242.12M$94M+1.39%
Q3 20241.88M$106M+1.72%
Q2 20241.50M$72M+1.49%
Q1 20241.61M$76M+1.70%
Q4 20231.15M$52M+1.43%
Q4 2018114.5K$6M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hood River Capital Management LLC’s full portfolio or all institutional holders of VRNS.