VRNS VARONIS SYSTEMS INC

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Automated data security platform protecting enterprise data across cloud, SaaS, and on-premises environments
• • New emphasis on SaaS delivery model with end-of-life for self-hosted products by Dec 31, 2026, accelerating cloud deployment and automation
• • Introduction of Athena AI generative AI layer for enhanced security operations assistance and two acquisitions: Cyral (database monitoring), SlashNext (AI-based email security)
• • Renewal rate over 90% in 2025, supporting strong customer retention amid strategic SaaS transition
• • Unique focus on AI-driven data access risk (blast radius) and automated least privilege enforcement addressing novel AI adoption challenges

Risk Factors

• • Regulatory risk from U.S. tax reform: Impact of the One Big Beautiful Bill Act (OBBBA) enacted July 4, 2025, affecting R&D expensing and foreign profit taxation
• • Geopolitical exposure: 71% of revenues from U.S., 21% from EMEA, 8% from Rest of World, with international expansion risks including economic and political conditions
• • Operational risk: Increased third-party hosting costs by $19.7M in 2025 due to SaaS delivery transition and increased customer success headcount for SaaS and MDDR support
• • Competitive risk: Growing demand driven by generative AI tools integration and automated SaaS security, competing with AI-native email security firms like SlashNext (acquired 2025)
• • Financial risk: Operating losses widened to $146.5M in 2025 with growing R&D expenses (+20.9%) and increased sales and marketing spend as SaaS revenues grow rapidly

Management Discussion & Analysis

• • Net cash from operating activities increased to $147.4M in 2025 from $115.2M in 2024
• • Investing cash use sharply reduced to $0.8M in 2025 vs $532.3M in 2024, driven by acquisition and capital expenditure during 2025
• • Financing cash used $129.7M in 2025 mainly due to $115.0M stock repurchases, compared to $371.9M provided in 2024 from convertible notes issuance
• • Share repurchase programs authorized $250M total in 2025, with $135M capacity remaining at year-end
• • Management expects existing $921M liquidity plus cash flow sufficient for 12+ months operations; cautious on capital needs tied to growth and acquisitions

What are the latest VRNS SEC filings in 2026?

VARONIS SYSTEMS INC (VRNS) has filed a 10-K annual report on February 4, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did VRNS file its most recent 10-K annual report?

VARONIS SYSTEMS INC (VRNS) filed its most recent 10-K annual report on February 4, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view VRNS 10-Q quarterly reports?

VARONIS SYSTEMS INC (VRNS)'s most recent 10-Q quarterly report was filed on April 29, 2026. SignalX displays every VRNS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has VRNS filed recently?

VARONIS SYSTEMS INC (VRNS)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find VRNS insider trading activity (Form 4)?

SignalX aggregates every VRNS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does VRNS file with the SEC?

VARONIS SYSTEMS INC (VRNS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new VRNS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for VARONIS SYSTEMS INC (VRNS).

What is VRNS's SEC CIK number?

VARONIS SYSTEMS INC (VRNS)'s SEC CIK (Central Index Key) number is 1361113. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1361113 to look up all VRNS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find VRNS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from VARONIS SYSTEMS INC (VRNS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.