NASDAQ · Technology

VERISIGN INC VRSN

VeriSign, Inc., together with its subsidiaries, provides internet infrastructure and domain name registry services that enables internet navigation for various recognized domain names worldwide. The company provides root zone maintainer services, operating two of thirteen internet root servers; and offering registration services and authoritative resolution for the.com and.net domains, which supports global e-commerce.

EDP Services

Company profile

Business mix

  • The company provides root zone maintainer services, operating two of thirteen internet root servers; and offering registration services and authoritative resolution for the.com and.net domains, which supports global e-commerce.
  • It operates directory for.name and.cc; and back-end systems for.edu, domain names. The company was incorporated in 1995 and is headquartered in Reston, Virginia.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 32.59 FCF 3.9% Buyback 3.75%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Berkshire Hathaway Warren Buffett 0.8% $2.2B 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $33.8M 2026-03-31
Fundsmith Terry Smith 0.2% $28.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $18.8M Estimated from net added shares
Reduction amount $1.2B Estimated from net reduced shares
Net share change / base shares -34.4% -4,839,259 / 14,082,983
Berkshire Hathaway Warren Buffett 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -32.4% 13F value change -$1.3B
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 13,289,880 Last 4 periods -4,300,000 (-32.4%) Total shares 8,989,880 Value $2.2B
Fundsmith Terry Smith 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -52.5% 13F value change -$66.6M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -58.1% 13F value change -$37.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 570,035 Last 4 periods -456,568 (-80.1%) Total shares 113,467 Value $28.2M
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 42.5% 13F value change +$25.6M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 24.8% 13F value change +$13.9M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -47.2% 13F value change -$43.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -97.1% 13F value change -$36.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 162,570 Last 4 periods -158,208 (-97.3%) Total shares 4,362 Value $1.1M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 25.4% 13F value change +$6.6M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 38.0% 13F value change +$7.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 90.6% 13F value change +$19.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -31.9% 13F value change -$14.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 60,498 Last 4 periods +75,517 (+124.8%) Total shares 136,015 Value $33.8M

Recent mentions

No public mentions.