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Varonis Systems Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 10 Feb 2026.
Varonis Systems Inc: what insiders have been doing
Every trade that managers of Varonis Systems Inc disclose to SEC (Form 4) is tracked on this page. The company sits in the Technology sector and is based in New York City, United States. It was founded in 2005. Over the twelve months to 18 October 2026, 25 filings were filed, from 15 insiders.
The flow runs one way only: 2 insiders bought (2 purchases totalling €433k) and nobody sold on the market. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. Among those who bought: 2 senior executives. Biggest ticket of the year: €337k, bought by Kess Avrohom J. and made public on 10 February 2026.
For context, the typical company on the same exchange (median of 5,816 companies) published 19 filings over the same period, against 25 filings here. The full history, which starts in 2016, counts 13 purchases against 50 sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 623.5 m USD and net income at -129.3 m USD.
Within a 30-day window, 2 purchases overlapped with buying by a second insider. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The last insider purchase was made public on 10 February 2026, 250 days ago. Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
208
Thresholds
n/a
Buy Volume
€3M
13 ops. · all time
Sell Volume
€27M
50 ops. · all time
Who traded when
BuySaleGuy Melamed5 sales
Fred van den Bosch2 sales
Avrohom J. Kess1 buy
JOHN J. GAVIN Jr.1 buy
Since the insiders bought
- +5.9%Entry US$26.29 · Close at T+90 US$27.84
- +5.9%Entry US$26.29 · Close at T+90 US$27.84
- +93.4%Entry US$23.60 · Close at T+365 US$45.64
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 17,146 of 24,158 companies
37.6
score / 100
Value39
Quality36
FCF yld2.8%
Earn yld-2.8%
EV/EBITDA·
ROE-36%
Gross mgn79%
Net mgn-21%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$40.82
Analyst consensus
22 analysts1.75/5
US$28.00Target US$50.68(+24%)US$60.00
Income statement
RevenueUS$623.5M
Gross profitUS$491.6M79% margin
EBITDA-US$97.4M-16% margin
Net income-US$129.3M-20.5% margin
Valuation
PER (forward)98.9x
P/Book10.5x
Beta0.81
Balance sheet & cash
Market capUS$4.7B
Total debtUS$521.7M
Free Cash FlowUS$131.9M
Debt / Equity119%
Profitability & ownership
ROE-36.0%
ROA-5.7%
% insiders3.0%
% institutions101.5%
Last declaration on 1 May 2026
Declarations208 total
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029482:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029481:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029480:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029493:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029491:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029487:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029486:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029485:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029484:0
7,224 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-029483:0
20,206 shares@ US$23.1010.4% of flowCommon Stock, par value $0.001 per shareSEC:0001628280-26-014249:0
32,581 shares@ US$23.1030.9% of flowCommon Stock, par value $0.001 per shareSEC:0001628280-26-014247:0
369,576 shares@ US$23.1024.9% of flowCommon Stock, par value $0.001 per shareSEC:0001628280-26-014251:0
125,359 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-007042:0
75,056 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-007039:0
5,000 shares@ US$22.5418.6% of flowCommon Stock, par value $0.001 per shareSEC:0001628280-26-007027:0
Canonical exit: 7 May 2026 (T+90)
17,800 shares@ US$22.2962.0% of flowCommon Stock, par value $0.001 per shareSEC:0001628280-26-007023:0
Canonical exit: 7 May 2026 (T+90)
66,226 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-007045:0
315,674 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-007037:0
169,095 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-007032:0
162,460 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-005580:0
70,967 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-005579:0
63,735 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-005578:0
23,011 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-005577:0
12,497 shares0Common Stock, par value $0.001 per shareSEC:0001628280-26-005576:0
25 of 208 declarations
About Varonis Systems Inc
Varonis Systems Inc. (ticker VRNS) is a U.S.-based cybersecurity company listed on the NASDAQ in the United States (United States). Founded in 2005 by Yaki Faitelson and Ohad Korkus, Varonis was built around a clear strategic thesis: protect the data itself, not just the network perimeter. The company is headquartered in Miami, Florida, and operates with an international footprint through offices around the world.([varonis.com](https://www.varonis.com/company?hsLang=en&utm_source=openai))
Varonis focuses on data security software designed to improve visibility into sensitive information, classify data, manage permissions, detect risky or malicious behavior, and automate remediation. Over time, the company evolved from tools centered on file activity tracking and access intelligence into a broader platform spanning cloud, SaaS, hybrid, and AI-driven environments. Its core proposition is data-centric security automation: help enterprises understand where their data lives, who can access it, and how to reduce exposure at scale.([varonis.com](https://www.varonis.com/?utm_source=openai))
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From a competitive standpoint, Varonis operates in the fast-growing segment of data security and sits at the intersection of DSPM, identity-related data protection, cloud security, and threat detection. Its differentiation is based on deep data visibility, classification capability, continuous monitoring, and automated least-privilege remediation. That positions the company against a broad set of cybersecurity vendors, but with a sharper focus on securing data and access pathways rather than merely defending endpoints or infrastructure.([varonis.com](https://www.varonis.com/?utm_source=openai))
Key offerings include the Varonis Data Security Platform, Varonis Atlas for AI security, Varonis Interceptor for AI-native email and browser security, and Next-Gen Database Activity Monitoring. Recent strategic moves in 2025 and early 2026 underscore Varonis’ effort to broaden its platform: it completed the acquisition of Cyral to enhance database security, announced the acquisition of SlashNext to add AI-native email security, announced the acquisition of AllTrue.ai to extend AI governance and controls, and entered a strategic partnership with Microsoft to strengthen data protection across the Microsoft ecosystem.([varonis.com](https://www.varonis.com/blog/varonis-to-acquire-cyral-database-activity-monitoring?utm_source=openai))
For investors, Varonis remains a software growth story tied to structural demand for cybersecurity, the ongoing shift toward SaaS, and the rising security implications of enterprise AI adoption. Recent 2026 disclosures indicate continued investment in product development and a broader transition toward SaaS delivery, supported by a solid cash position. Overall, Varonis is a specialized technology company with a strong thematic tailwind, positioned to benefit from the persistent need to secure enterprise data across modern IT environments.([sec.gov](https://www.sec.gov/Archives/edgar/data/1361113/000114036126015266/ny20065926x3_ars.pdf?utm_source=openai))
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