Varonis Systems (VRNS) Share-based Compensation (2013 - 2026)
Varonis Systems' (VRNS) quarterly Share-based Compensation came in at $33.7 million in Q1 2026, up 9118.31% year-on-year from $366000.0 in Q1 2025, and up 142.95% quarter-over-quarter from -$78.5 million in Q4 2025.
Varonis Systems (VRNS) Share-based Compensation (2013 - 2026) Analysis & Trends
Varonis Systems' Share-based Compensation history runs 14 years deep, the most recent figure standing at $33.7 million for Q1 2026.
- On a quarterly basis, Share-based Compensation rose 9118.31% year-over-year to $33.7 million in Q1 2026; TTM through Mar 2026 was $52.5 million, a 43.06% decrease from a year earlier, with the FY2025 full-year figure at $19.1 million, down 84.91% from the prior year.
- Share-based Compensation improved to $33.7 million in Q1 2026 per VRNS's latest filing, from -$78.5 million in the prior quarter.
- Across five years, Share-based Compensation topped out at $106.6 million in Q3 2022 and bottomed at -$78.5 million in Q4 2025.
- The 5-year median for Share-based Compensation is $31.6 million (2023), against an average of $20.6 million.
- Across the five-year window, Share-based Compensation plunged 132822.41% in 2022 and soared 14339.92% in 2023, its largest moves.
- Year by year, Share-based Compensation stood at -$77.0 million in 2022, then jumped by 141.11% to $31.6 million in 2023, then soared by 182.58% to $89.4 million in 2024, then plunged by 187.84% to -$78.5 million in 2025, then surged by 142.95% to $33.7 million in 2026.
- Per Business Quant, the three latest VRNS Share-based Compensation figures stand at $33.7 million (Q1 2026), -$78.5 million (Q4 2025), and $97.0 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,921.46 Bn | 2,797.02 Bn | 56.06 Bn | 3.08 Bn |
| 2 | PagSeguro Digital | 2,686.70 Bn | 2,686.70 Bn | 358.92 Mn | 6.84 Mn |
| 3 | Oracle | 344.13 Bn | 312.24 Bn | - | 4.70 Bn |
| 4 | Repay Holdings | 342.29 Bn | 342.15 Bn | - | - |
| 5 | Palantir Technologies | 294.57 Bn | 286.54 Bn | 1.42 Bn | 201.59 Mn |
| 6 | Palo Alto Networks | 224.46 Bn | 219.93 Bn | 1.91 Bn | -261.00 Mn |
| 7 | CrowdStrike Holdings | 182.52 Bn | 179.42 Bn | 993.68 Mn | 1.09 Bn |
| 8 | Fortinet | 111.29 Bn | 107.99 Bn | 1.49 Bn | 72.50 Mn |
| 9 | Cloudflare | 93.63 Bn | 92.68 Bn | 455.60 Mn | 15.07 Mn |
| 10 | Varonis Systems | 5.19 Bn | 4.97 Bn | 131.56 Mn | 33.74 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 33.74 Mn |
| Mar 31, 2026 | 33.74 Mn |
| Dec 31, 2025 | -78.55 Mn |
| Dec 31, 2025 | -78.55 Mn |
| Sep 30, 2025 | 96.96 Mn |
| Sep 30, 2025 | 96.96 Mn |
| Jun 30, 2025 | 336,000.00 |
| Jun 30, 2025 | 336,000.00 |
| Mar 31, 2025 | 366,000.00 |
| Mar 31, 2025 | 366,000.00 |
| Dec 31, 2024 | 89.42 Mn |
| Dec 31, 2024 | 89.42 Mn |
| Sep 30, 2024 | 36.98 Mn |
| Sep 30, 2024 | 36.98 Mn |
| Jun 30, 2024 | -34.58 Mn |
| Jun 30, 2024 | -34.58 Mn |
| Mar 31, 2024 | 34.86 Mn |
| Mar 31, 2024 | 34.86 Mn |
| Dec 31, 2023 | 31.64 Mn |
| Dec 31, 2023 | 31.64 Mn |