Position
Fidelity in Varonis Sys Inc
Back to the book · All holders of VARONIS SYS INC
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $22.8M$21.47 → $41.96
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.96M | $97.1M | — | — | — | 0.0% |
| Q1 2026 | 1.11M | $23.9M | $21.47 | −$12.6M | −$60.5M | 0.0% |
| Q2 2026 | 1.28M | $53.7M | $41.96 | $22.8M | $7.03M | 0.0% |