Veeva Systems Inc
VEEV- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001393052
In the last 90 days, Veeva Systems Inc insiders filed 0 open-market purchases and 5 sales; 1,066 institutions reported holding it in 13F filings for Q2 2026, worth $25.7B in total; superinvestors Fundsmith and Giverny Capital hold it.
13F holders, Q3 2021
Institutional positions in Veeva Systems Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 824
- +12 vs. Q2 2021
- Shares held
- 122.0M
- +1.45M (+1.2%) vs. Q2 2021
- Total value
- $35.2B
- −$2.34B (−6.2%) vs. Q2 2021
- New holders
- 80
- 335 more added
- Sold out
- 68
- 259 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VEEV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,066 | $25.7B |
| Q1 2026 | 1,023 | $24.4B |
| Q4 2025 | 1,106 | $31.1B |
| Q3 2025 | 1,119 | $41.8B |
| Q2 2025 | 1,114 | $40.3B |
| Q1 2025 | 1,025 | $31.0B |
| Q4 2024 | 1,004 | $27.6B |
| Q3 2024 | 962 | $26.9B |
| Q2 2024 | 923 | $23.4B |
| Q1 2024 | 917 | $29.9B |
| Q4 2023 | 880 | $24.8B |
| Q3 2023 | 832 | $27.0B |
| Q2 2023 | 824 | $26.0B |
| Q1 2023 | 797 | $24.0B |
| Q4 2022 | 770 | $20.7B |
| Q3 2022 | 737 | $21.0B |
| Q2 2022 | 753 | $24.7B |
| Q1 2022 | 749 | $26.5B |
| Q4 2021 | 839 | $31.3B |
| Q3 2021 | 824 | $35.2B |
| Q2 2021 | 823 | $37.5B |
| Q1 2021 | 774 | $31.3B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 196 | $56.5K | 0.00% | +196 | New |
| Creative Financial Designs Inc | 199 | $57.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 201 | $58.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $58.0K | 0.01% | +200 | New |
| Assetmark, Inc | 209 | $60.0K | 0.00% | +209 | New |
| Bessemer Group Inc | 220 | $64.0K | 0.00% | +150+214.3% | Added |
| Tower Research Capital LLC (TRC) | 248 | $71.0K | 0.00% | −2,519−91.0% | Reduced |
| Glen Eagle Advisors, LLC | 258 | $74.3K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 264 | $76.0K | 0.04% | +264 | New |
| Financial Perspectives, Inc | 265 | $76.4K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 278 | $80.0K | 0.01% | +23+9.0% | Added |
| Ellevest, Inc. | 283 | $82.0K | 0.01% | −13−4.4% | Reduced |
| Jackson Wealth Management, LLC | 15,614 | $83.0K | 1.01% | +51+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 329 | $95.0K | 0.06% | +146+79.8% | Added |
| Harvest Fund Management Co., Ltd | 344 | $99.0K | 0.02% | −338−49.6% | Reduced |
| Brown Brothers Harriman & Co | 350 | $101.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 355 | $102.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 354 | $102.0K | 0.01% | +270+321.4% | Added |
| Newfound Research LLC | 373 | $107.0K | 0.17% | +84+29.1% | Added |
| Lloyd Advisory Services, LLC. | 375 | $108.0K | 0.06% | +154+69.7% | Added |
| SRS Capital Advisors, Inc. | 378 | $109.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 400 | $115.0K | 0.00% | −48,700−99.2% | Reduced |
| Atwood & Palmer Inc | 460 | $133.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 460 | $133.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 459 | $133.0K | 0.00% | +5+1.1% | Added |
| Global Retirement Partners, LLC | 461 | $133.0K | 0.01% | +10+2.2% | Added |
| TSFG, LLC | 467 | $135.0K | 0.05% | +22+4.9% | Added |
| Penserra Capital Management LLC | 493 | $142.0K | 0.00% | −3,664−88.1% | Reduced |
| Baldwin Brothers Inc | 500 | $144.0K | 0.02% | −300−37.5% | Reduced |
| Quadrant Capital Group LLC | 529 | $152.0K | 0.02% | −10−1.9% | Reduced |
| Allworth Financial LP | 528 | $152.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 531 | $153.0K | 0.02% | −25−4.5% | Reduced |
| Key Financial Inc | 550 | $158.0K | 0.09% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 555 | $160.0K | 0.00% | +55+11.0% | Added |
| Exane Derivatives | 597 | $172.0K | 0.04% | −100−14.3% | Reduced |
| Credit Agricole S A | 622 | $179.0K | 0.01% | −16,655−96.4% | Reduced |
| Harbor Investment Advisory, LLC | 686 | $198.0K | 0.03% | +586+586.0% | Added |
| Lake Street Financial LLC | 700 | $202.0K | 0.05% | −50−6.7% | Reduced |
| Westwood Management Corp | 700 | $202.0K | 0.02% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 700 | $202.0K | 0.04% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 700 | $202.0K | 0.01% | +700 | New |
| Migdal Insurance & Financial Holdings Ltd. | 705 | $203.0K | 0.00% | 00.0% | Unchanged |
| Homrich & Berg | 713 | $205.0K | 0.00% | +22+3.2% | Added |
| Mid Atlantic Financial Management Inc | 716 | $206.0K | 0.01% | −201−21.9% | Reduced |
| EP Wealth Advisors, LLC | 716 | $206.0K | 0.01% | −173−19.5% | Reduced |
| Brookstone Capital Management | 692 | $207.0K | 0.00% | +692 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 721 | $207.8K | 0.25% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 721 | $208.0K | 0.05% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 725 | $208.9K | 0.16% | +22+3.1% | Added |
| Claraphi Advisory Network, LLC | 730 | $210.0K | 0.07% | −1,736−70.4% | Reduced |
| Vigilare Wealth Management | 728 | $210.0K | 0.13% | 00.0% | Unchanged |
| MAI Capital Management | 729 | $210.0K | 0.00% | +729 | New |
| Castle Rock Wealth Management, LLC | 658 | $211.0K | 0.07% | −8−1.2% | Reduced |
| Zhang Financial LLC | 735 | $212.0K | 0.05% | +735 | New |
| Voloridge Investment Management, LLC | 744 | $214.0K | 0.00% | −15,310−95.4% | Reduced |
| Private Capital Group, LLC | 744 | $214.0K | 0.05% | +5+0.7% | Added |
| Independent Advisor Alliance | 743 | $214.0K | 0.01% | +21+2.9% | Added |
| Wealthfront Advisers LLC | 747 | $215.0K | 0.00% | −1,373−64.8% | Reduced |
| CIBC Private Wealth Group, LLC | 749 | $216.0K | 0.00% | −3,426−82.1% | Reduced |
| Prio Wealth Limited Partnership | 750 | $216.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 749 | $216.0K | 0.01% | +749 | New |
| Engine No. 1 LLC | 751 | $216.0K | 0.06% | +751 | New |
| SeaCrest Wealth Management, LLC | 752 | $217.0K | 0.03% | +80+11.9% | Added |
| Pacer Advisors, Inc. | 763 | $220.0K | 0.00% | +763 | New |
| Capital Advisory Group Advisory Services, LLC | 771 | $222.0K | 0.08% | −34−4.2% | Reduced |
| Arlington Financial Advisors, LLC | 770 | $222.0K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 779 | $224.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 796 | $229.0K | 0.00% | −3−0.4% | Reduced |
| Canal Capital Management, LLC | 800 | $231.0K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 805 | $232.0K | 0.02% | −27−3.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 805 | $232.0K | 0.01% | +805 | New |
| Southland Equity Partners LLC | 807 | $232.6K | 0.11% | +22+2.8% | Added |
| Quilter Plc | 812 | $234.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 814 | $235.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 819 | $236.0K | 0.03% | −12−1.4% | Reduced |
| Connolly Sarah T. | 820 | $236.0K | 0.19% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 823 | $237.0K | 0.03% | −1,039−55.8% | Reduced |
| Davy Global Fund Management Ltd | 824 | $237.0K | 0.04% | −290−26.0% | Reduced |
| Valley National Advisers Inc | 826 | $238.0K | 0.04% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 846 | $243.0K | 0.12% | +846 | New |
| West Family Investments, Inc. | 846 | $244.0K | 0.06% | +109+14.8% | Added |
| Avantax Advisory Services, Inc. | 847 | $245.0K | 0.00% | −23−2.6% | Reduced |
| United Capital Financial Advisers, LLC | 857 | $247.0K | 0.00% | +49+6.1% | Added |
| Pachira Investments Inc. | 856 | $247.0K | 0.18% | +856 | New |
| Eqis Capital Management, Inc. | 870 | $251.0K | 0.02% | −8−0.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 873 | $252.0K | 0.09% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 879 | $253.0K | 0.17% | −21−2.3% | Reduced |
| Great Lakes Advisors, LLC | 882 | $254.0K | 0.00% | +65+8.0% | Added |
| Wendell David Associates Inc | 889 | $256.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 889 | $256.0K | 0.02% | +7+0.8% | Added |
| Endurance Wealth Management, Inc. | 891 | $257.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 899 | $259.0K | 0.01% | −1,684−65.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 900 | $259.0K | 0.08% | −500−35.7% | Reduced |
| Compagnie Lombard Odier SCmA | 900 | $259.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 898 | $259.0K | 0.01% | +22+2.5% | Added |
| Sandbox Financial Partners, LLC | 901 | $260.0K | 0.19% | −127−12.4% | Reduced |
| HighPoint Advisor Group LLC | 910 | $262.0K | 0.03% | +24+2.7% | Added |
| GWM Advisors LLC | 928 | $267.0K | 0.01% | −489−34.5% | Reduced |
| Zions Bancorporation, N.A. | 932 | $269.0K | 0.03% | −2−0.2% | Reduced |
| Cutler Group LP | 942 | $271.0K | 0.02% | −2,286−70.8% | Reduced |