Varonis Systems, Inc. filings document the regulatory record of a public cybersecurity software company focused on data and AI security. Recent Form 8-K reports furnish quarterly and annual operating results, including SaaS annual recurring revenue metrics, financial-condition disclosures, and related platform updates such as Atlas.
Proxy materials describe annual meeting matters, board elections, advisory executive-compensation votes, auditor ratification, and requests for additional shares under the Amended and Restated Varonis Systems, Inc. 2023 Omnibus Equity Incentive Plan. Other current reports include Regulation FD disclosure of acquisition-related announcements and exhibits furnished with material events.
Kess Avrohom J. reported acquisition or exercise transactions in this Form 4 filing.
Varonis Systems director Avrohom J. Kess received a grant of 7,224 restricted stock units as equity compensation. The award was granted at no cash cost on April 30, 2026. These restricted stock units will vest, and be settled in an equal number of common shares, on May 31, 2027.
Following this grant, Kess holds 56,627 shares of Varonis common stock directly. The transaction is a stock-based compensation award rather than an open-market purchase or sale.
Korkus Ohad reported acquisition or exercise transactions in this Form 4 filing.
Varonis Systems Inc. director Ohad Korkus received a compensation grant of 7,224 restricted stock units. The award was granted on April 30, 2026 and will vest on May 31, 2027, when an equal number of common shares are scheduled to be delivered. After this grant, his reported direct holdings are 122,984 shares of common stock.
VARONIS SYSTEMS INC director Thomas F. Mendoza received an equity award rather than trading shares in the market. On April 30, 2026, he acquired 7,224 restricted stock units as a compensation grant, with no cash price per share. These units will vest, and an equal number of common shares will be delivered, on May 31, 2027. Following this award, he holds 72,425 shares of common stock directly. This filing reflects routine director compensation, not an open-market purchase or sale.
Prishkolnik Rachel reported acquisition or exercise transactions in this Form 4 filing.
Varonis Systems Inc. director Rachel Prishkolnik received a grant of 7,224 shares in the form of restricted stock units. The grant was recorded at a price of $0.00 per share as equity compensation rather than a market purchase. After this award, she directly holds 32,938 shares of common stock.
According to the disclosure, these restricted stock units were granted on April 30, 2026 and will fully vest on May 31, 2027, when an equal number of common shares will be delivered to her, assuming vesting conditions are satisfied.
Segev Ofer reported acquisition or exercise transactions in this Form 4 filing.
Varonis Systems Inc. director Ofer Segev received an equity award of 7,224 restricted stock units on April 30, 2026. The units were granted at no cash cost and represent a form of stock-based compensation rather than an open-market purchase.
The footnote states these restricted stock units will vest, and an equal number of common shares will be delivered, on May 31, 2027. Following this grant, Segev is reported as beneficially owning 91,247 shares of Varonis common stock directly.
VAN DEN BOSCH FRED reported acquisition or exercise transactions in this Form 4 filing.
Varonis Systems Inc. director Fred Van Den Bosch received an equity award through restricted stock units. On April 30, 2026, he was granted 7,224 restricted stock units of common stock at a stated price of $0.00 per share.
According to the footnote, these restricted stock units will vest, and an equal number of common shares will be delivered to him, on May 31, 2027. After this grant, his directly held common stock position reported in the filing is 135,890 shares.
Varonis Systems Inc disclosed that Vanguard Capital Management reported beneficial ownership of 5,992,118 shares of common stock, representing 5.10% of the class as reported. The filing states Vanguard has sole dispositive power over 5,992,118 shares and sole voting power over 891,604 shares. The filing lists Vanguard affiliates and notes holdings include securities held for Vanguard funds and managed accounts.
Varonis Systems, Inc. reported Q1 2026 total revenues of $173.1 million, up from $136.4 million a year earlier, driven by rapid growth in its SaaS platform. SaaS revenues rose to $161.1 million, or 93% of total revenues, while legacy term license and maintenance revenues continued to decline.
The company remained unprofitable, with an operating loss of $44.5 million and a net loss of $36.9 million, matching a basic and diluted net loss per share of $0.32. Operating cash flow was positive at $55.0 million.
Varonis ended the quarter with $179.3 million in cash and cash equivalents and $681.8 million in US Treasury marketable securities split between short- and long-term holdings, alongside $452.8 million in 1.00% convertible senior notes due 2029. Remaining performance obligations were $1.10 billion.
The company continued its shift to SaaS and AI security. SaaS annual recurring revenue reached $683.2 million, up 69% year over year, and SaaS ARR excluding conversions was $522.6 million, up 29%. Varonis acquired AllTrue.ai for a preliminary purchase price of $114.5 million plus up to $65.8 million in conditional consideration, adding AI system security capabilities and contributing to an increase in goodwill and intangible assets.
Varonis Systems Inc reports passive ownership by Vanguard Portfolio Management of 7,584,217 common shares, representing 6.45% of the class. The filing states Vanguard Portfolio Management LLC exercises sole dispositive power over these shares while holding sole voting power for 101,102 shares. Ownership is reported on behalf of Vanguard funds and managed accounts as described in the filing.
Varonis Systems reported strong first-quarter 2026 results as it continues shifting to SaaS. Total revenue reached $173.1 million, up from $136.4 million a year earlier, driven by SaaS revenue of $161.1 million versus $88.6 million in 2025.
SaaS ARR was $683.2 million, up 69% year-over-year, or 29% excluding conversions. The company still posted a GAAP net loss of $36.9 million, but generated non-GAAP net income of $7.5 million and free cash flow of $49.0 million.
Varonis ended the quarter with $899.5 million in cash, equivalents, deposits and marketable securities, repurchased about 5.36 million shares for $132.1 million, and raised full-year 2026 guidance for SaaS ARR growth to 27%–32% and revenue to $731.0–$737.0 million.