Senvest Management LLC increased its position in Varonis Systems, Inc. by 406.1% during the first quarter, according to a July 25, 2026 report. The firm acquired an additional 1,162,651 shares of the data security company.
Senvest now holds 1,448,943 total shares, representing a 1.26% stake in Varonis. The investment was valued at over $31 million at the end of the reporting period.
Varonis now ranks as one of Senvest's top 30 largest positions. Other hedge funds have also recently increased their holdings in the company.