Verisign Inc (VRSN) 13F Positioning & Ownership Changes (Q2 2026)

VRSN ranks #574 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VRSN is a disclosed holding of Warren Buffett (Berkshire Hathaway Inc), one of the tracked superinvestors on AlphaSMO — it makes up 0.8% of that fund's own 13F portfolio.

VRSN is a top-conviction position for Hawk Ridge Capital Management LP — at 6.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VRSN belongs to Berkshire Hathaway Inc, but the position matters far more to Hawk Ridge Capital Management LP, who has 6.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ninety One UK Ltd has added to its VRSN position for two straight quarters, increasing it by $48.1M to reach $564.0M today.

Perpetual Ltd has trimmed its VRSN position for two straight quarters, cutting it by $922.2K while still holding $711.2K.

VRSN is down 0.6% today, but institutions show net buying of $9.0B this quarter — a divergence between today's price move and the underlying institutional flow.

VRSN posted net income of $851.2M over the trailing twelve months, and currently trades at a P/E of 33.3.

• Profitable — net income of $851.2M over the trailing twelve months
• Revenue grew 6.9% year over year
• Net income improved year over year, from $806.8M to $851.2M
• Generated $1.1B in positive operating cash flow
• Current ratio of 0.49x — below the conventional 1.5x liquidity buffer