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Disclosery

CADIAN CAPITAL MANAGEMENT, LP: VRNS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CADIAN CAPITAL MANAGEMENT, LP on VRNS, newest first. How the timeline and the estimate are built.

CADIAN CAPITAL MANAGEMENT, LP held 1,585,693 VRNS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,585,693 shares
    Change vs previous 13F +1,585,693 shares

    5.04% of the 13F portfolio, value $66,535,678.

    13F-HR 0001423686-26-000006 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,282,581 shares

    13F-HR 0001423686-26-000005 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,282,581 shares
    Change vs previous 13F +466,481 shares

    5.41% of the 13F portfolio, value $74,868,657.

    13F-HR 0001423686-26-000003 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,816,100 shares
    Change vs previous 13F +1,816,100 shares

    6.2% of the 13F portfolio, value $104,371,267.

    13F-HR 0001423686-25-000004 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001085146-24-005779 filed by CADIAN CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.