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 2023
Institutional positions in Veeva Systems Inc as of Sep 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
- 832
- +16 vs. Q2 2023
- Shares held
- 132.6M
- +1.31M (+1.0%) vs. Q2 2023
- Total value
- $27.0B
- +$1.06B (+4.1%) vs. Q2 2023
- New holders
- 81
- 295 more added
- Sold out
- 65
- 318 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motco | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $203 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $395 | 0.00% | +2 | New |
| Albion Financial Group | 2 | $407 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $407 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $418 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $610 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $611 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $611 | 0.00% | +1+50.0% | Added |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.02K | 0.00% | −11−68.8% | Reduced |
| Investors Research Corp | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $1.42K | 0.00% | +7 | New |
| City Holding Co | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $1.63K | 0.00% | +8 | New |
| Missouri Trust & Investment Co | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | −6−42.9% | Reduced |
| Avion Wealth | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Ronald Blue Trust, Inc. | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $3.25K | 0.00% | −646−97.6% | Reduced |
| Ranger Investment Management, L.P. | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $3.25K | 0.00% | +4+33.3% | Added |
| Red Tortoise LLC | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $3.66K | 0.00% | +18 | New |
| Aspire Private Capital, LLC | 19 | $3.87K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 20 | $4.07K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $4.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 21 | $4.27K | 0.00% | +21 | New |
| MCF Advisors LLC | 21 | $4.27K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 22 | $4.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $4.48K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 23 | $4.68K | 0.00% | −3−11.5% | Reduced |
| Addison Advisors LLC | 23 | $4.68K | 0.00% | +23 | New |
| West Branch Capital LLC | 24 | $4.88K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 25 | $5.09K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $5.40K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 27 | $5.49K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $5.70K | 0.00% | +8+40.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 30 | $6.10K | 0.00% | −13,205−99.8% | Reduced |
| 1832 Asset Management L.P. | 35 | $7.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $7.90K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $8.14K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 44 | $8.95K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $9.56K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $10.4K | 0.00% | +13+34.2% | Added |
| ORG Partners LLC | 53 | $10.8K | 0.00% | −5−8.6% | Reduced |
| Annapolis Financial Services, LLC | 53 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 55 | $11.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 56 | $11.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 59 | $12.0K | 0.00% | +47+391.7% | Added |
| Provenance Wealth Advisors, LLC | 60 | $12.2K | 0.00% | +60 | New |
| Silver Oak Securities, Inc | 65 | $13.2K | 0.00% | −1,897−96.7% | Reduced |
| Salem Investment Counselors Inc | 65 | $13.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 67 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 68 | $13.8K | 0.01% | −263−79.5% | Reduced |
| Harbor Investment Advisory, LLC | 68 | $13.8K | 0.00% | −66−49.3% | Reduced |
| Marquette Asset Management, LLC | 69 | $14.0K | 0.00% | −10−12.7% | Reduced |
| Tradition Wealth Management, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 78 | $15.0K | 0.00% | +78 | New |
| Riverview Trust Co | 74 | $15.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 86 | $17.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 87 | $17.7K | 0.00% | +7+8.8% | Added |
| Nemes Rush Group LLC | 87 | $17.7K | 0.00% | −16−15.5% | Reduced |
| Bogart Wealth, LLC | 90 | $18.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 97 | $19.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 98 | $19.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 116 | $23.6K | 0.01% | +54+87.1% | Added |
| Glassman Wealth Services | 117 | $23.8K | 0.00% | −4−3.3% | Reduced |
| Lindbrook Capital, LLC | 122 | $24.8K | 0.00% | +27+28.4% | Added |
| Ofi Invest Asset Management | 131 | $25.2K | 0.00% | +131 | New |
| Atlantic Trust, LLC | 125 | $25.4K | 0.01% | +125 | New |
| Rise Advisors, LLC | 131 | $26.7K | 0.02% | +106+424.0% | Added |
| Operose Advisors LLC | 142 | $28.9K | 0.01% | +142 | New |
| Pinnacle Bancorp, Inc. | 143 | $29.1K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $31.0K | 0.00% | +150 | New |
| Barrett & Company, Inc. | 155 | $31.5K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 159 | $33.0K | 0.00% | +159 | New |
| Clearstead Advisors, LLC | 167 | $34.0K | 0.00% | −60−26.4% | Reduced |
| Parkside Financial Bank & Trust | 171 | $34.8K | 0.01% | +77+81.9% | Added |