Skip to main content

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, Q4 2023

Institutional positions in Veeva Systems Inc as of Dec 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
880
+58 vs. Q3 2023
Shares held
129.0M
−3.49M (−2.6%) vs. Q3 2023
Total value
$24.8B
−$2.13B (−7.9%) vs. Q3 2023
New holders
154
300 more added
Sold out
96
301 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 880 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 heldQ4 2023: $24.8B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q3 2023.

Institutions holding VEEV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0New
True Wealth Design, LLC1$1930.00%00.0%Unchanged
Motco1$1930.00%00.0%Unchanged
Retirement Group, LLC1$1930.00%+1New
Raleigh Capital Management Inc.1$1930.00%+1New
New Millennium Group LLC2$3850.00%00.0%Unchanged
Tfo-TDC, LLC2$3850.00%00.0%Unchanged
Delos Wealth Advisors, LLC2$3860.00%00.0%Unchanged
TFC Financial Management2$3860.00%00.0%Unchanged
Manchester Capital Management LLC3$5780.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.4$7700.00%+4New
Bruce G. Allen Investments, LLC4$7700.00%+4New
Evermay Wealth Management LLC5$9630.00%00.0%Unchanged
Gradient Investments LLC5$9630.00%00.0%Unchanged
Investors Research Corp5$9630.00%00.0%Unchanged
CVA Family Office, LLC5$9630.00%+5New
DiNuzzo Private Wealth, Inc.5$9630.00%+5New
Harvest Fund Management Co., Ltd7$1.00K0.00%−1,345−99.5%Reduced
Nalls Sherbakoff Group, LLC6$1.16K0.00%00.0%Unchanged
ORG Partners LLC7$1.35K0.00%−46−86.8%Reduced
GPS Wealth Strategies Group, LLC7$1.35K0.00%00.0%Unchanged
Abound Wealth Management7$1.38K0.00%+4+133.3%Added
ClariVest Asset Management LLC8$1.54K0.00%00.0%Unchanged
City Holding Co8$1.54K0.00%00.0%Unchanged
Missouri Trust & Investment Co9$1.73K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC10$1.93K0.00%00.0%Unchanged
Westside Investment Management, Inc.10$1.93K0.00%+10New
Abich Financial Wealth Management LLC10$1.93K0.00%+10New
Sachetta, LLC10$1.93K0.00%+10New
Transamerica Financial Advisors, Inc.9$2.00K0.00%−150−94.3%Reduced
Avion Wealth12$2.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC11$2.24K0.00%00.0%Unchanged
Larson Financial Group LLC13$2.50K0.00%−46−78.0%Reduced
First Pacific Financial13$2.50K0.00%+13New
Valued Wealth Advisors LLC14$2.85K0.00%+14New
Richardson Financial Services Inc.15$2.89K0.00%+15New
VitalStone Financial, LLC15$3.00K0.00%−2,138−99.3%Reduced
FSA Wealth Management LLC16$3.00K0.00%+16New
Ranger Investment Management, L.P.16$3.08K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC16$3.08K0.00%00.0%Unchanged
Red Tortoise LLC17$3.27K0.00%00.0%Unchanged
Tucker Asset Management LLC18$3.46K0.00%−5−21.7%Reduced
Creative Financial Designs Inc18$3.46K0.00%00.0%Unchanged
Aspire Private Capital, LLC19$3.66K0.00%00.0%Unchanged
Hallmark Capital Management Inc20$3.85K0.00%00.0%Unchanged
JNBA Financial Advisors20$3.85K0.00%00.0%Unchanged
MCF Advisors LLC21$4.04K0.00%00.0%Unchanged
Raffa Wealth Management, LLC21$4.04K0.00%00.0%Unchanged
Zions Bancorporation, N.A.22$4.24K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC22$4.24K0.00%+22New
Addison Advisors LLC23$4.43K0.00%00.0%Unchanged
Jones Financial Companies LLLP23$4.43K0.00%+2+9.5%Added
ICA Group Wealth Management, LLC23$4.43K0.00%+23New
AdvisorNet Financial, Inc24$4.62K0.00%+8+50.0%Added
Clear Investment Research, LLC24$4.62K0.01%+24New
West Branch Capital LLC24$4.62K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC25$4.81K0.00%−35−58.3%Reduced
GHP Investment Advisors, Inc.25$4.81K0.00%00.0%Unchanged
Colonial Trust Advisors25$4.81K0.00%00.0%Unchanged
CGC Financial Services, LLC25$4.81K0.00%00.0%Unchanged
City State Bank25$5.00K0.00%00.0%Unchanged
Chesapeake Asset Management LLC27$5.20K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC27$5.20K0.00%−1−3.6%Reduced
FinTrust Capital Advisors, LLC27$5.20K0.00%+27New
Venturi Wealth Management, LLC28$5.39K0.00%+3+12.0%Added
Bell Investment Advisors, Inc30$5.78K0.00%−21−41.2%Reduced
Quent Capital, LLC31$5.97K0.00%+15+93.8%Added
Bear Mountain Capital, Inc.30$6.22K0.00%+30New
1832 Asset Management L.P.35$6.74K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC41$7.89K0.00%00.0%Unchanged
Core Alternative Capital42$8.09K0.00%−2−4.5%Reduced
PSI Advisors, LLC47$9.05K0.00%00.0%Unchanged
Key Financial Inc50$9.63K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.50$9.63K0.00%+50New
Annapolis Financial Services, LLC53$10.2K0.00%00.0%Unchanged
Tortoise Investment Management, LLC55$10.6K0.00%00.0%Unchanged
JJJ Advisors Inc.56$10.8K0.00%00.0%Unchanged
Smithfield Trust Co59$11.0K0.00%−20−25.3%Reduced
Salem Investment Counselors Inc65$12.5K0.00%00.0%Unchanged
Private Wealth Management Group, LLC70$13.5K0.01%+70New
Harbor Investment Advisory, LLC72$13.9K0.00%+4+5.9%Added
Tradition Wealth Management, LLC76$15.0K0.00%00.0%Unchanged
Rothschild Investment LLC78$15.0K0.00%+78New
BKM Wealth Management, LLC80$15.4K0.01%+80New
Nemes Rush Group LLC82$15.8K0.00%−5−5.7%Reduced
Whittier Trust Co86$16.6K0.00%00.0%Unchanged
Massmutual Trust Co FSB89$17.1K0.00%+2+2.3%Added
Naples Money Management LLC89$17.1K0.02%+89New
Bogart Wealth, LLC90$17.3K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.88$18.0K0.00%+80+1,000.0%Added
Financial Avengers, Inc.100$19.3K0.01%00.0%Unchanged
Broadwater Capital Management LLC100$19.3K0.02%+100New
MV Capital Management, Inc.101$19.4K0.00%+1+1.0%Added
MidAtlantic Capital Management, Inc.103$19.8K0.02%+103New
Rakuten Investment Management, Inc.109$21.1K0.00%+109New
Glassman Wealth Services115$22.1K0.00%−2−1.7%Reduced
Ofi Invest Asset Management128$22.3K0.00%−3−2.3%Reduced
Cedar Wealth Management, LLC119$22.9K0.01%+22+22.7%Added
Lindbrook Capital, LLC126$24.3K0.00%+4+3.3%Added
Rise Advisors, LLC131$25.2K0.02%00.0%Unchanged