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Why One Fund Amassed a $99 Million Varonis Stake That Ranks Among Its Top 5 Holdings
The Motley Fool· 2025-12-30 06:01
With cash piling up, ARR still climbing, and a massive SaaS transition underway, this move hints at what matters more than the stock’s rough year.On November 14, London-based Greenvale Capital disclosed a purchase of 1.28 million shares of Varonis (VRNS 0.74%), raising its position by approximately $76.30 million.What HappenedAccording to a filing with the Securities and Exchange Commission (SEC) dated November 14, Greenvale Capital increased its stake in Varonis (VRNS 0.74%) by 1.28 million shares during t ...