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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, Q2 2023

Institutional positions in Veeva Systems Inc as of Jun 30, 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
824
+30 vs. Q1 2023
Shares held
131.5M
+678.9K (+0.5%) vs. Q1 2023
Total value
$26.0B
+$1.95B (+8.1%) vs. Q1 2023
New holders
90
342 more added
Sold out
60
261 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 824 institutions
Q1 2021: 774 institutionsQ2 2021: 823 institutionsQ3 2021: 824 institutionsQ4 2021: 839 institutionsQ1 2022: 749 institutionsQ2 2022: 753 institutionsQ3 2022: 737 institutionsQ4 2022: 770 institutionsQ1 2023: 797 institutionsQ2 2023: 824 institutionsQ3 2023: 832 institutionsQ4 2023: 880 institutionsQ1 2024: 917 institutionsQ2 2024: 923 institutionsQ3 2024: 962 institutionsQ4 2024: 1,004 institutionsQ1 2025: 1,025 institutionsQ2 2025: 1,114 institutionsQ3 2025: 1,119 institutionsQ4 2025: 1,106 institutionsQ1 2026: 1,023 institutionsQ2 2026: 1,066 institutions
Value heldQ2 2023: $26.0B
Q1 2021: $31.3BQ2 2021: $37.5BQ3 2021: $35.2BQ4 2021: $31.3BQ1 2022: $26.5BQ2 2022: $24.7BQ3 2022: $21.0BQ4 2022: $20.7BQ1 2023: $24.0BQ2 2023: $26.0BQ3 2023: $27.0BQ4 2023: $24.8BQ1 2024: $29.9BQ2 2024: $23.4BQ3 2024: $26.9BQ4 2024: $27.6BQ1 2025: $31.0BQ2 2025: $40.3BQ3 2025: $41.8BQ4 2025: $31.1BQ1 2026: $24.4BQ2 2026: $25.7B
Institutions holding VEEV and their total value by quarter
QuarterHoldersValue
Q2 20261,066$25.7B
Q1 20261,023$24.4B
Q4 20251,106$31.1B
Q3 20251,119$41.8B
Q2 20251,114$40.3B
Q1 20251,025$31.0B
Q4 20241,004$27.6B
Q3 2024962$26.9B
Q2 2024923$23.4B
Q1 2024917$29.9B
Q4 2023880$24.8B
Q3 2023832$27.0B
Q2 2023824$26.0B
Q1 2023797$24.0B
Q4 2022770$20.7B
Q3 2022737$21.0B
Q2 2022753$24.7B
Q1 2022749$26.5B
Q4 2021839$31.3B
Q3 2021824$35.2B
Q2 2021823$37.5B
Q1 2021774$31.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q1 2023.

Institutions holding VEEV in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank29,373$40.00%+29,373New
True Wealth Design, LLC1$1980.00%00.0%Unchanged
Motco1$1980.00%+1New
Sofos Investments, Inc.198$3750.00%+198New
New Millennium Group LLC2$3950.00%00.0%Unchanged
Manchester Capital Management LLC2$3960.00%−217−99.1%Reduced
Delos Wealth Advisors, LLC2$3960.00%00.0%Unchanged
Albion Financial Group2$3960.00%+2New
TFC Financial Management2$3960.00%+2New
Financial Synergies Wealth Advisors, Inc.2$3960.00%+2New
Impact Partnership Wealth, LLC3$5930.00%+3New
Abound Wealth Management3$5940.00%+2+200.0%Added
BerganKDV Wealth Management, LLC5$9890.00%−1−16.7%Reduced
Evermay Wealth Management LLC5$9890.00%00.0%Unchanged
Investors Research Corp5$9890.00%00.0%Unchanged
CVA Family Office, LLC5$9890.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$9950.00%00.0%Unchanged
Ronald Blue Trust, Inc.6$1.00K0.00%−21−77.8%Reduced
Centerpoint Advisors, LLC4$1.00K0.00%00.0%Unchanged
Avion Wealth9$1.00K0.00%+6+200.0%Added
Private Ocean, LLC6$1.19K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC6$1.19K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC6$1.19K0.00%−4−40.0%Reduced
City Holding Co8$1.58K0.00%−200−96.2%Reduced
RFP Financial Group LLC8$1.58K0.00%00.0%Unchanged
Missouri Trust & Investment Co9$1.78K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.9$1.78K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC10$1.98K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC10$1.98K0.00%+10New
Beacon Capital Management, LLC11$2.17K0.00%00.0%Unchanged
Larson Financial Group LLC12$2.37K0.00%00.0%Unchanged
Quent Capital, LLC12$2.37K0.00%00.0%Unchanged
25 LLC13$2.71K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC17$2.74K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC14$2.77K0.00%+14New
Coppell Advisory Solutions LLC15$2.93K0.00%+15New
ClariVest Asset Management LLC14$3.00K0.00%−10−41.7%Reduced
Tower View Investment Management & Research LLC14$3.00K0.00%+14New
Ranger Investment Management, L.P.16$3.16K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC16$3.16K0.00%00.0%Unchanged
Gradient Investments LLC16$3.16K0.00%+5+45.5%Added
Red Tortoise LLC17$3.36K0.00%00.0%Unchanged
NewSquare Capital LLC18$3.56K0.00%00.0%Unchanged
Aspire Private Capital, LLC19$3.76K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$3.96K0.00%−3−13.0%Reduced
Hallmark Capital Management Inc20$3.96K0.00%00.0%Unchanged
JNBA Financial Advisors20$3.96K0.00%00.0%Unchanged
Raffa Wealth Management, LLC21$4.15K0.00%00.0%Unchanged
MCF Advisors LLC21$4.15K0.00%00.0%Unchanged
Zions Bancorporation, N.A.22$4.35K0.00%−2,196−99.0%Reduced
Crewe Advisors LLC22$4.35K0.00%−30−57.7%Reduced
First Personal Financial Services22$4.35K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC23$4.55K0.00%−24−51.1%Reduced
Grove Bank & Trust23$4.55K0.00%−12−34.3%Reduced
West Branch Capital LLC24$4.75K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.25$4.85K0.00%00.0%Unchanged
Rise Advisors, LLC25$4.94K0.00%00.0%Unchanged
St Germain D J Co Inc25$4.94K0.00%+25New
Colonial Trust Advisors25$4.94K0.00%+25New
CGC Financial Services, LLC25$4.94K0.00%+25New
Venturi Wealth Management, LLC25$4.94K0.00%00.0%Unchanged
City State Bank25$5.00K0.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc24$5.00K0.00%+24New
Tucker Asset Management LLC26$5.14K0.00%00.0%Unchanged
Chesapeake Asset Management LLC27$5.34K0.00%−10−27.0%Reduced
Heritage Wealth Advisors27$5.34K0.00%00.0%Unchanged
Atticus Wealth Management, LLC30$5.93K0.00%00.0%Unchanged
1832 Asset Management L.P.35$6.92K0.00%00.0%Unchanged
Bell Investment Advisors, Inc38$7.51K0.00%+1+2.7%Added
WR Wealth Planners, LLC40$7.91K0.00%+40New
Carolinas Wealth Consulting LLC41$8.11K0.00%−492−92.3%Reduced
Core Alternative Capital44$8.70K0.00%+4+10.0%Added
PSI Advisors, LLC47$9.29K0.00%00.0%Unchanged
Key Financial Inc50$9.89K0.00%00.0%Unchanged
Annapolis Financial Services, LLC53$10.5K0.00%00.0%Unchanged
Tortoise Investment Management, LLC55$10.9K0.00%00.0%Unchanged
JJJ Advisors Inc.56$11.1K0.00%00.0%Unchanged
ORG Partners LLC58$11.2K0.00%+58New
Global Wealth Management Investment Advisory, Inc.62$12.3K0.00%+62New
Concord Wealth Partners64$12.7K0.00%00.0%Unchanged
Salem Investment Counselors Inc65$12.9K0.00%+15+30.0%Added
Earnest Partners LLC67$13.2K0.00%00.0%Unchanged
Riverview Trust Co74$14.6K0.01%00.0%Unchanged
Tradition Wealth Management, LLC76$15.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC79$15.6K0.00%+79New
Massmutual Trust Co FSB80$15.8K0.00%+38+90.5%Added
Smithfield Trust Co79$16.0K0.00%00.0%Unchanged
Whittier Trust Co86$17.0K0.00%−192−69.1%Reduced
Bogart Wealth, LLC90$17.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust94$18.6K0.00%+2+2.2%Added
Lindbrook Capital, LLC95$18.8K0.00%−31−24.6%Reduced
Cedar Wealth Management, LLC97$19.2K0.01%+15+18.3%Added
Baker Avenue Asset Management, LP98$19.4K0.00%−4−3.9%Reduced
MV Capital Management, Inc.100$19.8K0.00%00.0%Unchanged
Financial Avengers, Inc.100$19.8K0.01%00.0%Unchanged
Nemes Rush Group LLC103$20.4K0.00%+103New
Disciplined Investments, LLC114$22.5K0.01%+1+0.9%Added
Ridgewood Investments LLC120$23.7K0.01%00.0%Unchanged
Glassman Wealth Services121$23.9K0.00%+3+2.5%Added
Colonial Trust Co130$25.4K0.01%+30+30.0%Added