Yakov Feitelson, CEO of $VRNS, bought 26,725 shares of the company’s stock on February 9, 2026, for an estimated total of $598,907. This was noted by Quiver Quantitative based on recent SEC filings. This purchase raised their total holdings in this class of shares by about 1.2%, bringing their total to 2,185,387 shares of $VRNS.
$VRNS Insider Trading Activity
In the last six months, insiders of $VRNS have made eight transactions in the open market. Out of these, they purchased four times and sold four times.
Here’s a closer look at recent insider trades for $VRNS:
- Guy Melamed (CFO & COO) sold 58,497 shares, totaling approximately $3,405,081.
- Yakov Feitelson (CEO, President, Chairman) purchased 26,725 shares for around $598,907.
- Avrohom J. Kess bought 17,800 shares at about $396,762.
- John J. Jr Gavin acquired 5,000 shares for an estimated $112,700.
- David Bass (VP of Engineering and CTO) bought 2,980 shares at an estimated price of $69,940.
$VRNS Hedge Fund Activities
In recent months, there have been some notable portfolio changes among institutional investors regarding $VRNS. A total of 176 have added the stock, while 187 have reduced their positions.
Some significant moves include:
- ALYESKA INVESTMENT GROUP, LP cut its holdings by 2,113,314 shares (-96.2%) in Q3 2025.
- CADIAN CAPITAL MANAGEMENT, LP added 1,816,100 shares in Q3 2025.
- Goldman Sachs Group decreased its portfolio by 1,733,219 shares (-58.4%) in Q4 2025.
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed an estimated 1,632,687 shares (-99.2%) in Q4 2025.
- FULLER & THALER ASSET MANAGEMENT, INC. added 1,286,079 shares in Q3 2025.
- GREENVALE CAPITAL LLP increased its holdings by 1,275,000 shares in Q3 2025.
- PICTET ASSET MANAGEMENT HOLDING SA added 1,084,267 shares in Q4 2025.
$VRNS Revenue
For the fourth quarter of 2025, $VRNS reported revenue of $173.4 million, reflecting a growth of 9.37% compared to the same timeframe last year.
$VRNS Analyst Rating
In recent months, Wall Street analysts have given a generally positive outlook on $VRNS, with 11 firms issuing buy ratings and none recommending a sell.
Recent ratings include:
- Needham: “buy” rating on February 4, 2026.
- Barclays: “overweight” rating on January 5, 2026.
- Piper Sandler: “overweight” rating on January 5, 2026.
- RBC Capital: “outperform” rating on January 5, 2026.
- Cantor Fitzgerald: “overweight” rating on October 29, 2025.
- Susquehanna: “positive” rating on October 29, 2025.
- JP Morgan: “overweight” rating on October 27, 2025.
$VRNS Price Target
Recently, several analysts have set targets for $VRNS. In the last six months, 17 analysts have provided price targets, with a median of $41.0.
Some recent price targets include:
- DA Davidson’s Rudy Kessinger: $30.0 on February 5, 2026.
- Citigroup’s Fatima Boulani: $28.0 on February 4, 2026.
- Wedbush’s Dan Ives: $35.0 on February 4, 2026.
- Mike Sikos of Needham: $30.0 on February 4, 2026.
- Jonathan Ruycover of Cantor Fitzgerald: $35.0 on February 4, 2026.
- JP Morgan’s Brian Essex: $38.0 on February 4, 2026.
- Eric Sappiger of B. Riley Securities: $45.0 on February 4, 2026.
This article is provided for informational purposes only and should not be viewed as financial advice.
