Varonis Systems Inc (VRNS) — SEC Filings
Varonis Systems Inc (VRNS) — 33 SEC filings. Latest: 4 (May 1, 2026). Includes 14 8-K, 6 10-Q, 4 4. AI-decoded analysis.
View Varonis Systems Inc on SEC EDGAR
Overview
Varonis Systems Inc (VRNS) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 4 filed on May 1, 2026: On April 30, 2026, John J. Gavin Jr. reported a change in beneficial ownership of securities for Varonis Systems Inc. The filing details transactions related to his holdings, but specific share counts and dollar amounts are not provided in this excerpt.
Sentiment Summary
Across 33 filings, the sentiment breakdown is: 1 bullish, 31 neutral, 1 mixed. The dominant filing sentiment for Varonis Systems Inc is neutral.
Filing Type Overview
Varonis Systems Inc (VRNS) has filed 4 4, 1 ARS, 1 DEFA14A, 6 10-Q, 14 8-K, 2 DEF 14A, 2 10-K, 3 SC 13G/A with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (33)
Risk Profile
Risk Assessment: Of VRNS's 26 recent filings, 0 were flagged as high-risk, 10 as medium-risk, and 16 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $450.163M |
| Net Income | -$101.549M |
| EPS | N/A |
| Debt-to-Equity | 0.87 |
| Cash Position | $157.354M |
| Operating Margin | -25.8% |
| Total Assets | $1,665.006M |
| Total Debt | $980.012M |
Key Executives
- John J. Gavin Jr.
- 0001191030
- Fred Van Den Bosch
- 0001234276
- Yechiel (Yaki) Nagar
- David R. Rowley
Industry Context
The cybersecurity market continues to be a critical and growing sector, driven by increasing digital threats and evolving regulatory landscapes. Varonis operates in the data security segment, focusing on protecting sensitive information from insider threats and external attacks. The industry is characterized by rapid technological advancements, intense competition, and a strong demand for cloud-based solutions, pushing companies like Varonis to accelerate their SaaS transitions.
Top Tags
financial-condition (4) · results-of-operations (4) · 10-Q (4) · Cybersecurity (3) · financial-reporting (3) · 8-K (3) · financials (3) · software (3) · Varonis Systems (3) · 8-k (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Period of Report | 2026-04-30 | Date of reported transactions |
| Filing Date | 2026-05-01 | Date the report was officially submitted |
| SaaS Revenue | $320.279M | Increased 134.5% for the nine months ended September 30, 2025, reflecting successful SaaS transition. |
| Term License Subscriptions | $88.674M | Decreased 52.7% for the nine months ended September 30, 2025, indicating a shift away from on-premises licenses. |
| Net Loss | $101.549M | Widened from $82.771 million in the prior year, raising profitability concerns despite revenue growth. |
| Total Revenues | $450.163M | Increased 14.7% for the nine months ended September 30, 2025, driven by SaaS growth. |
| Acquisitions | $123.514M | Net cash used for acquisitions for the nine months ended September 30, 2025, impacting cash flow. |
| Common Stock Repurchase | $100.000M | Cash used for repurchases for the nine months ended September 30, 2025, affecting cash and cash equivalents. |
| Cash and Cash Equivalents | $157.354M | Decreased from $185.585 million at December 31, 2024, due to operational losses, acquisitions, and repurchases. |
| SaaS Revenue Growth | 134.5% | Percentage increase in SaaS revenue for the nine months ended September 30, 2025, compared to 2024. |
| Term License Decline | 52.7% | Percentage decrease in term license subscriptions for the nine months ended September 30, 2025, compared to 2024. |
| Total Stockholders' Equity | $604.835M | Increased from $455.656 million at December 31, 2024, reflecting increased additional paid-in capital. |
| Total Revenue Q2 2025 | $145.2M | Increased from $128.5M in Q2 2024, a 13% year-over-year growth. |
| Net Income Q2 2025 | $12.3M | Swung from a net loss of $5.8M in Q2 2024, indicating improved profitability. |
| SaaS Revenue Q2 2025 | $110.5M | Increased from $95.1M in Q2 2024, demonstrating strong growth in subscription services. |
Forward-Looking Statements
- {"claim":"William Blair Investment Management, LLC will continue to be a significant institutional holder of Varonis Systems Inc. stock.","entity":"William Blair Investment Management, LLC","targetDate":"December 31, 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Varonis Systems Inc (VRNS)?
Varonis Systems Inc has 33 recent SEC filings from Jan 2024 to May 2026, including 14 8-K, 6 10-Q, 4 4. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of VRNS filings?
Across 33 filings, the sentiment breakdown is: 1 bullish, 31 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Varonis Systems Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Varonis Systems Inc (VRNS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Varonis Systems Inc?
Key financial highlights from Varonis Systems Inc's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for VRNS?
The investment thesis for VRNS includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Varonis Systems Inc?
Key executives identified across Varonis Systems Inc's filings include John J. Gavin Jr., 0001191030, Fred Van Den Bosch, 0001234276, Yechiel (Yaki) Nagar and 1 others.
What are the main risk factors for Varonis Systems Inc stock?
Of VRNS's 26 assessed filings, 0 were flagged high-risk, 10 medium-risk, and 16 low-risk.
What are recent predictions and forward guidance from Varonis Systems Inc?
Recent forward-looking statements from Varonis Systems Inc include guidance on {"claim":"William Blair Investment Management, LLC will continue to be a significant institutional holder of Varonis Sys.