Stocks Technology VRNS
NASDAQ · TechnologyVaronis Systems Inc (VRNS)
Varonis Systems Inc brought in $716M of revenue over the twelve months to September 30, 2026, up 17.6% from a year earlier. It posted a net loss of $153.1M. Operating cash flow minus capital spending left $134.8M of free cash flow in fiscal 2025. At September 30, 2026 it held $271M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Varonis Systems Inc
- Net worth
- Varonis Systems Inc has a market value (market cap) of $5.6B at the latest share price, and shareholders' equity of $433.9M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $623.5M (+13.2% year on year), with a net loss of $129.3M. Over the 12 months to September 30, 2026: revenue $716M, net loss $153.1M.
- Cash flow
- In fiscal 2025 operations brought in $147.4M of cash; after $12.6M of capital spending, free cash flow was $134.8M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Varonis Systems Inc's next report is expected around February 2, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Varonis Systems Inc does
Varonis Systems Inc is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker VRNS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $623.5M | -$129.3M | -$1.13 | $134.8M |
| 2024 | $551M | -$95.8M | -$0.86 | $108.5M |
| 2023 | $499.2M | -$100.9M | -$0.92 | $54.3M |
| 2022 | $473.6M | -$124.5M | -$1.14 | $475K |
| 2021 | $390.1M | -$116.9M | -$1.11 | -$3.3M |
| 2020 | $292.7M | -$94M | -$1.00 | -$16M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where VRNS ranks in Technology
Latest SEC filings
What Varonis Systems Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Form PREM14A filing PREM14A
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 17% to $189.5M versus the same quarter last year; diluted EPS -$0.36 versus -$0.26.
- November 3, 2026
- October 22, 2026Additional proxy material DEFA14A
- October 19, 2026Additional proxy material DEFA14A
- October 16, 2026Additional proxy material DEFA14A
- October 16, 2026Additional proxy material DEFA14A
- October 15, 2026Additional proxy material DEFA14A
- October 15, 2026
- July 29, 2026
What is VRNS worth? A DCF from its reported cash flow
Insider trades
What the people running Varonis Systems Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 31, 2026 | Gottlieb DovEVP and General Counsel | Shares withheld for tax | 9,264 | $316.4K |
| May 22, 2026 | Melamed GuyCFO and COO | Shares withheld for tax | 104,440 | $2.4M |
| April 30, 2026 | Van Den Bosch FredDirector | Received as pay | 7,224 | - |
| April 30, 2026 | Segev OferDirector | Received as pay | 7,224 | - |
| April 30, 2026 | Prishkolnik RachelDirector | Received as pay | 7,224 | - |
| April 30, 2026 | Mendoza Thomas FDirector | Received as pay | 7,224 | - |
| April 30, 2026 | Korkus OhadDirector | Received as pay | 7,224 | - |
| April 30, 2026 | Kess Avrohom J.Director | Received as pay | 7,224 | - |
Who owns VRNS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 6.45% | April 29, 2026 |
| Vanguard Capital Management13G, passive | 5.1% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 351 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 12,789,273 | +1,484,140 |
| Vanguard Portfolio Management LLC | 7,565,214 | +82,099 |
| Vanguard Capital Management LLC | 4,986,423 | -114,091 |
| Tremblant Capital Group | 3,749,840 | +170,172 |
| Voya Investment Management LLC | 3,719,587 | +1,305,978 |
| Jacobs Levy Equity Management, Inc | 3,331,623 | +749,476 |
| First Trust Advisors LP | 3,198,578 | +394,591 |
| Neuberger Berman Group LLC | 3,112,411 | +945,997 |
| State Street Corp | 3,062,788 | +154,191 |
| Geode Capital Management, LLC | 2,995,352 | +111,220 |
| Arrowstreet Capital, Limited Partnership | 2,949,436 | +1,539,949 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,416,864 | +260,286 |
| Clearbridge Investments, LLC | 2,335,072 | -25,735 |
| Nomura Asset Management International Inc. | 2,270,501 | +115,570 |
| American Capital Management Inc | 2,241,704 | -86,675 |
| Stephens Investment Management Group LLC | 2,158,912 | +166,152 |
| Goldman Sachs Group Inc | 1,888,868 | -311,173 |
| Jpmorgan Chase & Co | 1,734,551 | +305,339 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,613,598 | +41,664 |
| Cadian Capital Management, LP | 1,585,693 | new |
Insiders
15 insiders reported holding 4,793,469 shares in total, about $234.7M at the last price.
| Holder | Shares |
|---|---|
| Faitelson YakovCEO, President, Chairman, Director | 1,794,492285,312 held indirectly |
| Bass DavidEVP Engineering & CTO | 1,042,924 |
| Melamed GuyCFO and COO | 504,662 |
| Pomeroy GregSVP, Worldwide Sales | 281,313 |
| Gavin John J JrDirector | 280,890 |
| Gottlieb DovEVP and General Counsel | 265,774 |
| Van Den Bosch FredDirector | 135,890 |
| Korkus OhadDirector | 122,984 |
| Segev OferDirector | 91,247 |
| Mendoza Thomas FDirector | 72,425 |
Questions about VRNS
What does Varonis Systems Inc do?
Varonis Systems Inc is a company in the Technology sector, listed on NASDAQ as VRNS. Its shares trade on NASDAQ under the ticker VRNS.
What is Varonis Systems Inc's net worth?
Varonis Systems Inc has a market value (market cap) of $5.6B at the latest share price, and shareholders' equity of $433.9M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Varonis Systems Inc profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $153.1M on revenue of $716M.
How much revenue does Varonis Systems Inc make?
Over the twelve months to September 30, 2026 Varonis Systems Inc reported revenue of $716M. That is 17.6% more than a year earlier.
When did Varonis Systems Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the form PREM14A filing from November 6, 2026.
When is Varonis Systems Inc's next earnings report?
Varonis Systems Inc's next report is expected around February 2, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Varonis Systems Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.