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Disclosery

Thematics Asset Management: VRNS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thematics Asset Management on VRNS, newest first. How the timeline and the estimate are built.

Thematics Asset Management held 434,697 VRNS shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 434,697 shares
    Change vs previous 13F -38,151 shares

    1.13% of the 13F portfolio, value $24,982,037.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 472,848 shares
    Change vs previous 13F -25,381 shares

    1.08% of the 13F portfolio, value $23,997,036.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 498,229 shares
    Change vs previous 13F +46,229 shares

    1.02% of the 13F portfolio, value $20,153,363.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 452,000 shares
    Change vs previous 13F -78,000 shares

    0.88% of the 13F portfolio, value $20,082,360.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    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 530,000 shares
    Change vs previous 13F +152,000 shares

    1.18% of the 13F portfolio, value $29,945,000.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 378,000 shares
    Change vs previous 13F -38,000 shares

    0.74% of the 13F portfolio, value $18,132,660.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 416,000 shares
    Change vs previous 13F -98,000 shares

    0.82% of the 13F portfolio, value $19,622,720.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 514,000 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $23,273,920.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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