David Bass, the EVP Engineering & CTO of $VRNS, bought 2,980 shares of the company on 02-09-2026 for an estimated $69,940. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately 0.3%. Following this trade, they now own 1,042,924 shares of this class of $VRNS stock.
$VRNS Insider Trading Activity
$VRNS insiders have traded $VRNS stock on the open market 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $VRNS stock by insiders over the last 6 months:
- GUY MELAMED (CFO and COO) has made 0 purchases and 4 sales selling 58,497 shares for an estimated $3,405,081.
- AVROHOM J. KESS purchased 17,800 shares for an estimated $396,762
- JOHN J JR GAVIN purchased 5,000 shares for an estimated $112,700
- DAVID BASS (EVP Engineering & CTO) purchased 2,980 shares for an estimated $69,940
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$VRNS Hedge Fund Activity
We have seen 176 institutional investors add shares of $VRNS stock to their portfolio, and 187 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. removed 2,113,314 shares (-96.2%) from their portfolio in Q3 2025, for an estimated $121,452,155
- CADIAN CAPITAL MANAGEMENT, LP added 1,816,100 shares (+inf%) to their portfolio in Q3 2025, for an estimated $104,371,267
- GOLDMAN SACHS GROUP INC removed 1,733,219 shares (-58.4%) from their portfolio in Q4 2025, for an estimated $56,849,583
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 1,632,687 shares (-99.2%) from their portfolio in Q4 2025, for an estimated $53,552,133
- FULLER & THALER ASSET MANAGEMENT, INC. added 1,286,079 shares (+inf%) to their portfolio in Q3 2025, for an estimated $73,910,960
- GREENVALE CAPITAL LLP added 1,275,000 shares (+283.3%) to their portfolio in Q3 2025, for an estimated $73,274,250
- PICTET ASSET MANAGEMENT HOLDING SA added 1,084,267 shares (+99.1%) to their portfolio in Q4 2025, for an estimated $35,563,957
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$VRNS Revenue
$VRNS had revenues of $173.4M in Q4 2025. This is an increase of 9.37% from the same period in the prior year.
You can track VRNS financials on Quiver Quantitative's VRNS stock page.
$VRNS Analyst Ratings
Wall Street analysts have issued reports on $VRNS in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/04/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Barclays issued a "Overweight" rating on 01/05/2026
- Piper Sandler issued a "Overweight" rating on 01/05/2026
- Susquehanna issued a "Positive" rating on 10/29/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/29/2025
- JP Morgan issued a "Overweight" rating on 10/27/2025
To track analyst ratings and price targets for $VRNS, check out Quiver Quantitative's $VRNS forecast page.
$VRNS Price Targets
Multiple analysts have issued price targets for $VRNS recently. We have seen 17 analysts offer price targets for $VRNS in the last 6 months, with a median target of $41.0.
Here are some recent targets:
- Rudy Kessinger from DA Davidson set a target price of $30.0 on 02/05/2026
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $35.0 on 02/04/2026
- Erik Suppiger from B. Riley Securities set a target price of $45.0 on 02/04/2026
- Mike Cikos from Needham set a target price of $30.0 on 02/04/2026
- Junaid Siddiqui from Truist Securities set a target price of $34.0 on 02/04/2026
- Dan Ives from Wedbush set a target price of $35.0 on 02/04/2026
- Fatima Boolani from Citigroup set a target price of $28.0 on 02/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
