Varonis Systems INC

Market Movers (8-K)

NASDAQ
Varonis Systems announced its second quarter 2026 financial results, showcasing significant growth in SaaS ARR and raising its full-year financial outlook.
Better than expected
NASDAQ
Varonis Systems, Inc. reported on its 2026 Annual Meeting of Stockholders, where directors were elected, executive compensation was approved, auditors were ratified, and an increase in shares for the equity incentive plan was authorized.
NASDAQ
Varonis Systems announced strong first quarter 2026 results, with total SaaS ARR growing 69% year-over-year and the company raising its full-year guidance.
Better than expected
NASDAQ
Varonis Systems reports strong SaaS ARR growth and positive free cash flow for Q4 and full-year 2025, despite widening GAAP operating losses during its cloud transition.
Worse than expected
NASDAQ
Varonis Systems reported mixed Q3 2025 results, with strong SaaS growth but lower-than-expected renewals in on-premise business, leading to reduced full-year guidance.
Worse than expected
NASDAQ
Varonis Systems, Inc. announced the acquisition of AI-native email security provider SlashNext to enhance its data breach prevention capabilities and expand its market.
Worse than expected

Quarterly Earnings (10-Q)

NASDAQ
Varonis Systems, Inc. announced its second quarter 2026 financial results, showcasing significant growth in SaaS revenue driven by its strategic transition to a subscription-based model.
Worse than expected
NASDAQ
Varonis Systems Inc. reported a 27% increase in total revenues for the first quarter of 2026, driven by an 82% surge in SaaS revenues, despite a net loss.
NASDAQ
Varonis Systems reports strong SaaS revenue growth and increased ARR, but net losses expanded and gross margins declined during its strategic shift away from term licenses.
Worse than expected
NASDAQ
Varonis Systems, Inc. announced its second-quarter 2025 results, showing significant SaaS revenue growth and a 19% increase in Annual Recurring Revenue, despite widening net losses and operating losses as it continues its strategic transition to a SaaS delivery model.
Worse than expected
NASDAQ
Varonis Systems' Q1 2025 results show a 20% increase in total revenue, driven by a significant surge in SaaS revenue as the company progresses in its transition to a SaaS delivery model.
NASDAQ
Varonis Systems saw a 14% increase in total revenue year-over-year for the nine months ended September 30, 2024, driven by a significant surge in SaaS revenue, despite headwinds from the transition to a SaaS-based business model.
Worse than expected
Capital raise

Annual Reports (10-K)

NASDAQ
Varonis Systems, Inc. reports significant SaaS revenue growth and strategic acquisitions in 2025, alongside continued net losses and a full transition to a SaaS delivery model by end of 2026.
Capital raise
Worse than expected
NASDAQ
Varonis Systems' 2024 10-K filing highlights the company's ongoing transition to a SaaS delivery model and its impact on financial performance.
Worse than expected
NASDAQ
Varonis Systems outlines the characteristics of its common stock and various anti-takeover measures in its Exhibit 4.1 filing.

Insider Trading (Form 4)

NASDAQ
Dov Gottlieb, EVP and General Counsel of Varonis Systems, reported a transaction involving the withholding of shares to cover tax obligations on vested restricted stock units.
NASDAQ
CFO and COO Guy Melamed reported the withholding of 104,440 shares to satisfy tax obligations related to equity vesting.
NASDAQ
Director Carlos Aued acquired 7,224 restricted stock units in Varonis Systems, Inc. as part of a standard equity grant.
NASDAQ
Director Kevin Comolli acquired 7,224 restricted stock units in Varonis Systems, Inc. as part of a standard equity grant.
NASDAQ
Director John J. Gavin Jr. was granted 7,224 restricted stock units by Varonis Systems, Inc.
NASDAQ
Varonis Systems director Gili Iohan was granted 7,224 restricted stock units vesting in May 2027.

Proxy Statements (Def-14A)

NASDAQ
Varonis Systems, Inc. announces its 2026 Annual Meeting of Shareholders, focusing on director elections, executive compensation, and a request for 6.4 million additional shares for its equity incentive plan.
NASDAQ
Varonis Systems, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NASDAQ
Varonis Systems announces its 2025 Annual Meeting of Shareholders to be held virtually on June 5, 2025, including proposals for director elections, executive compensation approval, auditor ratification, and approval of a new employee stock purchase plan and additional shares for the equity incentive plan.
Better than expected
NASDAQ
Varonis Systems, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NASDAQ
Varonis Systems is holding its 2024 Annual Meeting of Shareholders virtually on June 3, 2024, to vote on key proposals including director elections and an amended equity incentive plan.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Capital Management has reported beneficial ownership of 5,992,118 shares, representing 5.1% of Varonis Systems Inc.'s common stock, as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 6.45% in Varonis Systems Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in Varonis Systems Inc. following an internal realignment.
NASDAQ
The Vanguard Group has increased its beneficial ownership in Varonis Systems Inc. to 12,595,348 shares, representing 11.24% of the common stock.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 9.1% of Varonis Systems, Inc.'s common stock as of June 30, 2025.