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Disclosery

TREMBLANT CAPITAL GROUP: VRNS position timeline

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

TREMBLANT CAPITAL GROUP held 3,749,840 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 3,749,840 shares
    Change vs previous 13F +170,172 shares

    4.52% of the 13F portfolio, value $157,343,286.

    13F-HR 0001214659-26-010338 filed by TREMBLANT CAPITAL GROUP
    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 3,579,668 shares
    Change vs previous 13F +70,019 shares

    2.47% of the 13F portfolio, value $76,855,472.

    13F-HR 0001214659-26-006414 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,509,649 shares
    Change vs previous 13F +3,058,524 shares

    2.94% of the 13F portfolio, value $115,116,487.

    13F-HR 0001214659-26-001896 filed by TREMBLANT CAPITAL GROUP
    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 451,125 shares
    Change vs previous 13F -202,572 shares

    2.68% of the 13F portfolio, value $25,926,154.

    13F-HR 0001214659-25-016493 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 653,697 shares
    Change vs previous 13F +34,007 shares

    3.21% of the 13F portfolio, value $33,175,123.

    13F-HR 0001214659-25-012118 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 619,690 shares
    Change vs previous 13F +21,419 shares

    3.07% of the 13F portfolio, value $25,066,461.

    13F-HR 0001214659-25-007796 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 598,271 shares
    Change vs previous 13F +13,300 shares

    2.79% of the 13F portfolio, value $26,581,181.

    13F-HR 0001214659-25-002775 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 584,971 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $33,050,862.

    13F-HR 0001214659-24-018939 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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