VRNS

Varonis Systems, Inc.

DOUBTFUL — SCREEN DOES NOT PASSstock

Is VRNS Halal?

Data-security SaaS is generally permissible, but liquidity and disclosed interest-income screens fail the latest filing.

What You Should Know

Varonis's March 31, 2026 Form 10-Q reports $1,634.577M of assets, $452.769M of convertible-note debt, $179.339M of cash, $720.184M of interest-bearing securities, $156.617M of receivables and $173.126M of quarterly revenue. Liquidity/assets is 55.03% and interest income/revenue is 5.85%, producing failures under the examined methods. Data-security SaaS remains qualitatively permissible, while customer end markets and the SaaS transition remain separate context.

⚠️ Concerns

  • Liquidity/assets is 55.03%, above the examined FTSE, MSCI and Malaysia limits
  • Interest income/revenue is 5.85%, above the examined FTSE limit
  • Convertible senior notes are material
  • The filing does not provide a universal prohibited-revenue numerator
  • The company remains in a GAAP-loss SaaS transition

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-13.

USD · millions
Interest-bearing debt / assets
27.70%Within limit
Below 33.333% under FTSE Yasaar

452.769 / 1,634.577

Cash + interest-bearing securities / assets
55.03%Above limit
Below 33.333% under FTSE Yasaar

899.523 / 1,634.577

Receivables + cash / assets
20.55%Within limit
Below 50% under FTSE Yasaar

335.956 / 1,634.577

Non-compliant income / revenue
5.85%Above limit
No more than 5% under FTSE Yasaar

10.123 / 173.126

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt/assets is 27.70% and receivables plus cash/assets is 20.55%, but liquidity/assets is 55.03% and interest income/revenue is 5.85%, above FTSE limits.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Liquidity/assets is 55.03%, above the examined MSCI limit; debt/assets and receivables plus cash/assets are below their limits.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Liquidity/assets is 55.03%, above the examined Malaysia SAC limit; debt/assets is 27.70%.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Fails

No licensed historical market-cap series is stored; the asset-based screens fail on liquidity and income.

Business-activity disclosure

Varonis provides data discovery, access governance, data detection and response, insider-threat protection and SaaS posture management. General-purpose cybersecurity is generally permissible, while customer end markets remain qualitative context.

Limitation: The filing does not allocate revenue into a universal prohibited-activity numerator, so no percentage is invented.

Purification

The filing discloses $10.123 million of interest income; ZakatInvest does not prescribe a fixed scholar-approved purification percentage.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Varonis's March 31, 2026 Form 10-Q.
  • Interest-bearing securities include short-term marketable securities, short-term deposits and long-term marketable securities; accounts receivable is reported net.
  • Convertible senior notes were $452.769 million net; quarterly revenue was $173.126 million and disclosed interest income was $10.123 million.
  • Varonis provides data-security and data-access-governance SaaS; the filing does not provide a universal prohibited-revenue numerator.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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