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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quarry LP | 331 | $65.4K | 0.04% | +113+51.8% | Added |
| KB Financial Partners, LLC | 324 | $64.0K | 0.02% | −711−68.7% | Reduced |
| Kelly Financial Services LLC | 322 | $63.7K | 0.03% | +27+9.2% | Added |
| MB, Levis & Associates, LLC | 321 | $63.5K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 285 | $56.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 276 | $54.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 265 | $52.4K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 258 | $51.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 257 | $50.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 227 | $44.9K | 0.00% | −133−36.9% | Reduced |
| Hollencrest Capital Management | 226 | $44.7K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 208 | $41.1K | 0.02% | +208 | New |
| Roble, Belko & Company, Inc | 201 | $40.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $39.5K | 0.02% | 00.0% | Unchanged |
| Lansing Street Advisors | 200 | $39.5K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $39.5K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 180 | $35.0K | 0.02% | +180 | New |
| First Pacific Advisors, LP | 175 | $34.6K | 0.00% | +175 | New |
| TD Private Client Wealth LLC | 174 | $34.4K | 0.00% | +66+61.1% | Added |
| Resurgent Financial Advisors LLC | 164 | $32.4K | 0.02% | −2−1.2% | Reduced |
| Barrett & Company, Inc. | 155 | $30.6K | 0.02% | 00.0% | Unchanged |
| Nkcfo LLC | 150 | $30.0K | 0.01% | +150 | New |
| Pinnacle Bancorp, Inc. | 143 | $28.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 134 | $26.5K | 0.00% | +7+5.5% | Added |
| Colonial Trust Co | 130 | $25.4K | 0.01% | +30+30.0% | Added |
| Glassman Wealth Services | 121 | $23.9K | 0.00% | +3+2.5% | Added |
| Ridgewood Investments LLC | 120 | $23.7K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 114 | $22.5K | 0.01% | +1+0.9% | Added |
| Nemes Rush Group LLC | 103 | $20.4K | 0.00% | +103 | New |
| MV Capital Management, Inc. | 100 | $19.8K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $19.8K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 98 | $19.4K | 0.00% | −4−3.9% | Reduced |
| Cedar Wealth Management, LLC | 97 | $19.2K | 0.01% | +15+18.3% | Added |
| Lindbrook Capital, LLC | 95 | $18.8K | 0.00% | −31−24.6% | Reduced |
| Parkside Financial Bank & Trust | 94 | $18.6K | 0.00% | +2+2.2% | Added |
| Bogart Wealth, LLC | 90 | $17.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 86 | $17.0K | 0.00% | −192−69.1% | Reduced |
| Smithfield Trust Co | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $15.8K | 0.00% | +38+90.5% | Added |
| Marquette Asset Management, LLC | 79 | $15.6K | 0.00% | +79 | New |
| Tradition Wealth Management, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $14.6K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 67 | $13.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $12.9K | 0.00% | +15+30.0% | Added |
| Concord Wealth Partners | 64 | $12.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 62 | $12.3K | 0.00% | +62 | New |
| ORG Partners LLC | 58 | $11.2K | 0.00% | +58 | New |
| JJJ Advisors Inc. | 56 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 55 | $10.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 53 | $10.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $9.89K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $9.29K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 44 | $8.70K | 0.00% | +4+10.0% | Added |
| Carolinas Wealth Consulting LLC | 41 | $8.11K | 0.00% | −492−92.3% | Reduced |
| WR Wealth Planners, LLC | 40 | $7.91K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 38 | $7.51K | 0.00% | +1+2.7% | Added |
| 1832 Asset Management L.P. | 35 | $6.92K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $5.93K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 27 | $5.34K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 27 | $5.34K | 0.00% | −10−27.0% | Reduced |
| Tucker Asset Management LLC | 26 | $5.14K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 24 | $5.00K | 0.00% | +24 | New |
| Venturi Wealth Management, LLC | 25 | $4.94K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $4.94K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 25 | $4.94K | 0.00% | +25 | New |
| Colonial Trust Advisors | 25 | $4.94K | 0.00% | +25 | New |
| CGC Financial Services, LLC | 25 | $4.94K | 0.00% | +25 | New |
| GHP Investment Advisors, Inc. | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $4.75K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 23 | $4.55K | 0.00% | −24−51.1% | Reduced |
| Grove Bank & Trust | 23 | $4.55K | 0.00% | −12−34.3% | Reduced |
| Crewe Advisors LLC | 22 | $4.35K | 0.00% | −30−57.7% | Reduced |
| First Personal Financial Services | 22 | $4.35K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $4.35K | 0.00% | −2,196−99.0% | Reduced |
| MCF Advisors LLC | 21 | $4.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $4.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $3.96K | 0.00% | −3−13.0% | Reduced |
| Hallmark Capital Management Inc | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $3.76K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $3.16K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $3.16K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $3.16K | 0.00% | +5+45.5% | Added |
| ClariVest Asset Management LLC | 14 | $3.00K | 0.00% | −10−41.7% | Reduced |
| Tower View Investment Management & Research LLC | 14 | $3.00K | 0.00% | +14 | New |
| Coppell Advisory Solutions LLC | 15 | $2.93K | 0.00% | +15 | New |
| Plante Moran Financial Advisors, LLC | 14 | $2.77K | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 17 | $2.74K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 13 | $2.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.98K | 0.00% | +10 | New |
| Missouri Trust & Investment Co | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |