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, Q1 2023
Institutional positions in Veeva Systems Inc as of Mar 31, 2023. 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
- 797
- +39 vs. Q4 2022
- Shares held
- 130.8M
- +2.60M (+2.0%) vs. Q4 2022
- Total value
- $24.0B
- +$3.33B (+16.1%) vs. Q4 2022
- New holders
- 112
- 341 more added
- Sold out
- 73
- 216 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $184 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $367 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $368 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $368 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 4 | $735 | 0.00% | +4 | New |
| Evermay Wealth Management LLC | 5 | $919 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $919 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $919 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $919 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 6 | $1.07K | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6 | $1.10K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 6 | $1.10K | 0.00% | +6 | New |
| RFP Financial Group LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 9 | $1.65K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $1.84K | 0.00% | −1−9.1% | Reduced |
| Longfellow Investment Management Co LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.84K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $2.02K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11 | $2.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $2.21K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 13 | $2.31K | 0.00% | +13 | New |
| Credential Qtrade Securities Inc. | 14 | $2.57K | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 17 | $2.74K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $2.94K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $2.94K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.12K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $3.31K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $3.49K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $3.49K | 0.00% | +19 | New |
| Hallmark Capital Management Inc | 20 | $3.68K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $3.68K | 0.00% | +20 | New |
| MCF Advisors LLC | 21 | $3.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $3.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27 | $4.00K | 0.00% | −72−72.7% | Reduced |
| ClariVest Asset Management LLC | 24 | $4.00K | 0.00% | −2−7.7% | Reduced |
| First Personal Financial Services | 22 | $4.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $4.23K | 0.00% | +3+15.0% | Added |
| West Branch Capital LLC | 24 | $4.41K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $4.59K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $4.59K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 25 | $4.59K | 0.00% | +25 | New |
| Values First Advisors, Inc. | 26 | $4.71K | 0.00% | +26 | New |
| Tucker Asset Management LLC | 26 | $4.78K | 0.00% | −2−7.1% | Reduced |
| Heritage Wealth Advisors | 27 | $4.96K | 0.00% | −61−69.3% | Reduced |
| Ancora Advisors, LLC | 27 | $4.96K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $5.51K | 0.00% | −1,022−97.1% | Reduced |
| Raleigh Capital Management Inc. | 32 | $5.88K | 0.00% | +32 | New |
| HHM Wealth Advisors, LLC | 34 | $6.25K | 0.00% | +34 | New |
| 1832 Asset Management L.P. | 35 | $6.43K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 35 | $6.43K | 0.00% | +35 | New |
| Silicon Valley Capital Partners | 35 | $6.43K | 0.00% | +35 | New |
| Chesapeake Asset Management LLC | 37 | $6.80K | 0.01% | +37 | New |
| Bell Investment Advisors, Inc | 37 | $6.80K | 0.00% | −33−47.1% | Reduced |
| Creative Financial Designs Inc | 40 | $7.35K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 40 | $7.35K | 0.00% | +2+5.3% | Added |
| Massmutual Trust Co FSB | 42 | $7.72K | 0.00% | +10+31.3% | Added |
| PSI Advisors, LLC | 47 | $8.64K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 47 | $8.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $9.19K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $9.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 52 | $9.56K | 0.00% | −14−21.2% | Reduced |
| Annapolis Financial Services, LLC | 53 | $9.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $10.0K | 0.00% | −319−85.8% | Reduced |
| JJJ Advisors Inc. | 56 | $10.0K | 0.00% | +28+100.0% | Added |
| Tortoise Investment Management, LLC | 55 | $10.1K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 55 | $10.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 64 | $11.8K | 0.00% | +64 | New |
| Moisand Fitzgerald Tamayo, LLC | 66 | $12.1K | 0.00% | +66 | New |
| Earnest Partners LLC | 67 | $12.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $13.6K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 75 | $13.8K | 0.01% | +75 | New |
| Tradition Wealth Management, LLC | 76 | $14.0K | 0.00% | +1+1.3% | Added |
| TCI Wealth Advisors, Inc. | 77 | $14.2K | 0.00% | −48−38.4% | Reduced |
| Smithfield Trust Co | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 82 | $15.1K | 0.01% | +7+9.3% | Added |
| Bogart Wealth, LLC | 90 | $16.5K | 0.00% | +74+462.5% | Added |
| Parkside Financial Bank & Trust | 92 | $16.9K | 0.00% | −4−4.2% | Reduced |
| Colonial Trust Co | 100 | $17.9K | 0.00% | +15+17.6% | Added |
| MV Capital Management, Inc. | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 102 | $18.7K | 0.00% | +9+9.7% | Added |
| TD Private Client Wealth LLC | 108 | $19.8K | 0.00% | −1−0.9% | Reduced |
| Disciplined Investments, LLC | 113 | $20.8K | 0.01% | −1−0.9% | Reduced |
| Glassman Wealth Services | 118 | $21.7K | 0.00% | +1+0.9% | Added |
| Ridgewood Investments LLC | 120 | $22.1K | 0.01% | +120 | New |
| Lindbrook Capital, LLC | 126 | $23.2K | 0.00% | −66−34.4% | Reduced |
| Harbor Investment Advisory, LLC | 127 | $23.3K | 0.00% | −28−18.1% | Reduced |
| Ameritas Advisory Services, LLC | 130 | $24.0K | 0.00% | +130 | New |
| Jackson, Grant Investment Advisers, Inc. | 132 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 134 | $24.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 143 | $26.3K | 0.01% | +143 | New |
| Ahrens Investment Partners LLC | 144 | $26.5K | 0.01% | +144 | New |
| HM Payson & Co | 153 | $28.1K | 0.00% | −37−19.5% | Reduced |