SEC 13F Intelligence

Soma Equity Partners LP / VRNS

Soma Equity Partners LP’s Varonis Sys Inc Position

Does Soma Equity Partners LP own Varonis Sys Inc (VRNS)? Not currently — the last reported position was 2.26M shares worth $74M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$74M
Q4 2025
Shares
2.26M
% of Portfolio
+4.07%
Quarters Held
21
position exited

Position History VRNS

Reported value by quarter
Q1 ’19: $36MQ1 ’19Q2 ’19: $65MQ3 ’19: $66MQ4 ’19: $87MQ4 ’19Q1 ’20: $79MQ2 ’20: $115MQ2 ’22: $62MQ2 ’22Q3 ’22: $73MQ4 ’22: $84MQ1 ’23: $91MQ1 ’23Q2 ’23: $93MQ3 ’23: $96MQ4 ’23: $112MQ4 ’23Q1 ’24: $117MQ2 ’24: $118MQ3 ’24: $132MQ3 ’24Q4 ’24: $99MQ1 ’25: $110MQ2 ’25: $143MQ2 ’25Q3 ’25: $124MQ4 ’25: $74Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.26M$74M+4.07%
Q3 20252.15M$124M+6.21%
Q2 20252.82M$143M+7.11%
Q1 20252.73M$110M+6.45%
Q4 20242.23M$99M+5.47%
Q3 20242.34M$132M+7.58%
Q2 20242.46M$118M+6.80%
Q1 20242.47M$117M+6.84%
Q4 20232.47M$112M+6.38%
Q3 20233.14M$96M+5.58%
Q2 20233.50M$93M+5.06%
Q1 20233.50M$91M+4.58%
Q4 20223.50M$84M+4.62%
Q3 20222.75M$73M+3.76%
Q2 20222.10M$62M+3.26%
Q2 20201.30M$115M+4.49%
Q1 20201.24M$79M+4.43%
Q4 20191.11M$87M+5.35%
Q3 20191.10M$66M+4.65%
Q2 20191.05M$65M+4.88%
Q1 2019600.0K$36M+3.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soma Equity Partners LP’s full portfolio or all institutional holders of VRNS.