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Varonis Sys Inc SEC Filings

VRNS NASDAQ

Welcome to our dedicated page for Varonis Sys SEC filings (Ticker: VRNS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Varonis Systems, Inc. (Nasdaq: VRNS) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures, including current reports on material events and financial results. As a public data security company, Varonis uses filings such as Form 8-K to announce quarterly earnings, acquisitions, and other significant corporate developments.

Recent 8-K filings have covered the release of financial results for specific quarters and the acquisition of SlashNext, an AI-native email security provider. These documents reference press releases that detail revenues, annual recurring revenues (ARR), cash generation, non-GAAP operating income or loss, and updated financial outlooks. They also explain Varonis’ use of non-GAAP financial measures and key performance indicators, including how ARR and free cash flow are defined and why management considers them useful.

Through this page, you can also monitor filings that describe share repurchase authorizations and other capital allocation decisions, as well as disclosures related to acquisitions that expand Varonis’ data security capabilities. Each filing is sourced directly from the SEC’s EDGAR system and is updated as new reports are submitted.

Stock Titan enhances these filings with AI-powered summaries that help explain complex sections, highlight key metrics, and clarify the implications of items such as non-GAAP adjustments, ARR definitions, and acquisition-related disclosures. Users can quickly locate quarterly reports (10-Q), annual reports (10-K), and insider transaction reports (Form 4) when they are available, while relying on AI-generated insights to understand how Varonis’ data-first security strategy and financial profile are reflected in its regulatory reporting.

Rhea-AI Summary

Varonis Systems CEO Yakov Faitelson reported a stock award tied to performance goals. On February 2, 2026, he acquired 162,460 shares of common stock at no cost, earned from 2025 performance-vesting restricted stock units granted under the company’s 2023 Omnibus Equity Incentive Plan.

The 2025 performance stock units will vest on February 29, 2028, if he remains employed through that date. After this award, he directly holds 1,842,988 common shares, with additional indirect holdings of 253,384 shares through a trust and 36,869 shares through his spouse.

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Rhea-AI Summary

Varonis Systems CFO and COO Guy Melamed reported the acquisition of 70,967 shares of Varonis Systems common stock on February 2, 2026. These shares were earned for no cash consideration under performance-vesting restricted stock units tied to 2025 fiscal-year goals.

After this award, Melamed beneficially owns 483,303 shares of common stock, held directly. This total includes 231 shares previously purchased under Varonis Systems’ 2015 Employee Stock Purchase Plan. The earned performance stock units will vest in three equal annual installments beginning on February 27, 2026, subject to his continued employment.

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Rhea-AI Summary

Varonis Systems executive David Bass reported an equity award tied to 2025 performance goals. On February 2, 2026, he acquired 63,735 shares of common stock at a price of $0.00, earned from performance-vesting restricted stock units granted under the company’s 2023 Omnibus Equity Incentive Plan.

The 2025 PSUs were earned after the compensation committee certified achievement of 2025 fiscal year performance goals. These units will vest, and an equal number of shares will be delivered, in three equal annual installments on the last calendar day of February beginning on February 27, 2026, contingent on his continued employment. Following this award, Bass beneficially owns 870,849 shares directly.

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Rhea-AI Summary

Varonis Systems SVP Greg Pomeroy reported an equity award of 23,011 common shares on February 2, 2026, recorded at a price of $0 per share. These shares were earned under performance-vesting restricted stock units (the 2025 PSUs) tied to 2025 fiscal year goals.

The compensation committee certified achievement of the performance goals on February 2, 2026. The 2025 PSUs will vest, and an equal number of shares will be delivered, in three equal annual installments on the last calendar day of February starting on February 27, 2026, conditional on Pomeroy’s continued employment. After this award, he beneficially owns 238,393 common shares, including 238 shares purchased under the 2015 Employee Stock Purchase Plan.

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Rhea-AI Summary

Varonis Systems vice president and general counsel Dov Gottlieb reported an equity award tied to performance for 2025. On February 2, 2026, he acquired 12,497 shares of common stock at a price of $0, earned from performance-vesting restricted stock units granted under the company’s Amended and Restated 2023 Omnibus Equity Incentive Plan.

The 2025 performance stock units were earned after the compensation committee certified achievement of performance goals for the 2025 fiscal year and will vest in three equal annual installments on the last calendar day of February, beginning on February 27, 2026, assuming continued employment. Following this transaction, Gottlieb beneficially owned 228,636 shares of common stock, including 204 shares purchased through the 2015 Employee Stock Purchase Plan.

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Rhea-AI Summary

Varonis Systems, Inc. is a Delaware-based data security company focused on protecting enterprise data across cloud, SaaS and on‑premises environments. Its Varonis Data Security Platform uses metadata, automation, machine learning and AI to reduce unnecessary access, detect threats and limit the "blast radius" of incidents.

The company is shifting from self‑hosted products to a SaaS model and plans to end-of-life on‑premises subscriptions on December 31, 2026. It reported net losses of $129.3 million in 2025, $95.8 million in 2024 and $100.9 million in 2023, while maintaining renewal rates over 90%.

As of June 30, 2025, Varonis’ non‑affiliate equity market value was about $5.56 billion, and as of January 30, 2026 it had 117,447,726 common shares outstanding. The company had 2,658 employees and 116 issued U.S. patents as of December 31, 2025, and highlights extensive regulatory, competitive, cybersecurity and macroeconomic risks.

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annual report
Rhea-AI Summary

Varonis Systems, Inc. furnished a current report to share that it issued a press release with its financial results for the fourth quarter and full year ended December 31, 2025. The press release, dated February 3, 2026, is attached as Exhibit 99.1 and incorporated by reference for those detailed results.

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Rhea-AI Summary

Varonis Systems (VRNS) filed its Q3 2025 10‑Q. Revenue rose to $161.6M from $148.1M a year ago as SaaS grew to $125.8M while term licenses declined to $24.8M. Gross profit was $126.4M versus $124.1M. Operating expenses increased, leading to a larger operating loss of $35.9M and a net loss of $29.9M (vs. $18.3M).

The shift to subscriptions continued: deferred revenues reached $341.5M (current and long‑term combined), and remaining performance obligations were $930.7M, with about 54% expected over the next 12 months. Cash from operating activities for the first nine months was $122.7M.

Liquidity remained solid with cash and cash equivalents of $157.4M, current marketable securities of $513.9M, and long‑term marketable securities of $395.7M. The company settled its 2025 converts and had $451.8M net carrying amount of 2029 notes outstanding. It completed a $100M buyback earlier in 2025 and authorized a new $150M program in October 2025. Acquisitions of Cyral and SlashNext added technology and customers, increasing goodwill to $135.2M. Shares outstanding were 117,897,308 as of October 24, 2025.

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quarterly report
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Rhea-AI Summary

Varonis Systems (VRNS) furnished an 8-K announcing financial results for the third quarter ended September 30, 2025, via a press release attached as Exhibit 99.1. The company notes the information is furnished and not filed under the Exchange Act, and it is incorporated by reference only if expressly stated in a future filing.

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current report
Rhea-AI Summary

Guy Melamed, identified as CFO and COO of Varonis Systems, Inc. (VRNS), reported two sales of common stock under a Rule 10b5-1 trading plan. On 08/28/2025 he sold 3,892 shares at a weighted average price of $59.52, leaving him with 413,605 shares. On 08/29/2025 he sold 1,500 shares at a weighted average price of $59.59, leaving 412,105 shares beneficially owned.

The filing states the trades were executed pursuant to a 10b5-1 plan adopted in 2024 and discloses weighted average price ranges for the transactions. The form is signed by an attorney-in-fact on behalf of the reporting person.

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FAQ

What is the current stock price of Varonis Sys (VRNS)?

The current stock price of Varonis Sys (VRNS) is $24.39 as of March 6, 2026.

What is the market cap of Varonis Sys (VRNS)?

The market cap of Varonis Sys (VRNS) is approximately 2.8B.

VRNS Rankings

VRNS Stock Data

2.80B
113.04M
Software - Infrastructure
Services-prepackaged Software
Link
United States
MIAMI

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