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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Varonis Systems, Inc. filed a current report to share that it issued a press release announcing the Company’s acquisition of SlashNext, Inc. on September 2, 2025. The press release is attached as Exhibit 99.1 and is incorporated by reference into the Regulation FD disclosure section of the report. The company notes that this information is being furnished, not filed, so it is not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced.
Guy Melamed, Chief Financial Officer and Chief Operating Officer of Varonis Systems, Inc. (VRNS), reported the sale of 10,400 shares of Varonis common stock on 08/22/2025. The shares were sold under a Rule 10b5-1 trading plan adopted in 2024 at a weighted-average price of $59.53 per share, with transaction prices ranging from $59.50 to $59.57. After the sale, Melamed beneficially owned 417,497 shares. The Form 4 was submitted and signed by an attorney-in-fact on 08/26/2025. The filer notes willingness to provide detailed per-price sale data upon request.
Varonis Systems, Inc. (VRNS) notice reports a proposed sale of 100,000 shares of common stock through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $5,852,000 and 112,047,109 shares outstanding. The securities were acquired as restricted stock units on 02/29/2024 and payment/settlement is recorded as N/A. The filer reports no sales in the past three months and includes a representation about absence of undisclosed material adverse information.