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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 1,051 | $202.3K | 0.00% | +1,051 | New |
| Moloney Securities Asset Management, LLC | 1,049 | $202.0K | 0.03% | +14+1.4% | Added |
| Signaturefd, LLC | 1,047 | $201.6K | 0.00% | −255−19.6% | Reduced |
| Revolve Wealth Partners, LLC | 1,047 | $201.6K | 0.04% | −98−8.6% | Reduced |
| RKL Wealth Management LLC | 1,042 | $200.6K | 0.02% | −6−0.6% | Reduced |
| Spire Wealth Management | 960 | $198.2K | 0.01% | −22,022−95.8% | Reduced |
| Benjamin Edwards Inc | 915 | $176.0K | 0.04% | −28−3.0% | Reduced |
| Parallel Advisors, LLC | 897 | $172.7K | 0.01% | −81−8.3% | Reduced |
| Creekmur Asset Management LLC | 885 | $170.4K | 0.05% | +885 | New |
| Bartlett & Co. LLC | 870 | $169.0K | 0.00% | +870 | New |
| Bartlett & Co. Wealth Management LLC | 870 | $168.8K | 0.00% | +870 | New |
| Central Trust Co | 874 | $168.3K | 0.00% | +6+0.7% | Added |
| GAMMA Investing LLC | 762 | $158.0K | 0.04% | +762 | New |
| Concord Wealth Partners | 818 | $157.5K | 0.03% | +5+0.6% | Added |
| Acima Private Wealth, LLC | 792 | $152.5K | 0.06% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 771 | $148.4K | 0.03% | −7,497−90.7% | Reduced |
| Harbour Investments, Inc. | 706 | $135.9K | 0.01% | +439+164.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 696 | $134.0K | 0.06% | +696 | New |
| Steward Partners Investment Advisory, LLC | 684 | $131.7K | 0.00% | −79−10.4% | Reduced |
| Global Trust Asset Management, LLC | 683 | $131.5K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 678 | $131.0K | 0.01% | +528+352.0% | Added |
| Covestor Ltd | 669 | $129.0K | 0.09% | −66−9.0% | Reduced |
| Penserra Capital Management LLC | 657 | $126.0K | 0.00% | −107−14.0% | Reduced |
| Desjardins Global Asset Management Inc. | 601 | $115.7K | 0.01% | +8+1.3% | Added |
| Ramirez Asset Management, Inc. | 600 | $115.5K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 563 | $114.5K | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 590 | $111.2K | 0.00% | −1−0.2% | Reduced |
| First Horizon Advisors, Inc. | 560 | $107.8K | 0.00% | +28+5.3% | Added |
| Studio Investment Management LLC | 543 | $104.5K | 0.03% | −96−15.0% | Reduced |
| Quadrant Capital Group LLC | 530 | $102.0K | 0.01% | +68+14.7% | Added |
| Quintet Private Bank (Europe) S.A. | 518 | $99.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $96.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 480 | $92.4K | 0.04% | +244+103.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 470 | $91.0K | 0.00% | +28+6.3% | Added |
| Credit Agricole S A | 425 | $81.8K | 0.00% | −216−33.7% | Reduced |
| Plato Investment Management Ltd | 421 | $81.0K | 0.10% | +421 | New |
| AXS Investments LLC | 418 | $80.5K | 0.02% | +418 | New |
| HighMark Wealth Management LLC | 416 | $80.1K | 0.06% | −20−4.6% | Reduced |
| Ci Investments Inc. | 404 | $78.0K | 0.00% | −725−64.2% | Reduced |
| Washington Trust Co | 400 | $77.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $77.0K | 0.04% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 400 | $77.0K | 0.00% | +400 | New |
| Harel Insurance Investments & Financial Services Ltd. | 397 | $76.0K | 0.00% | +6+1.5% | Added |
| EntryPoint Capital, LLC | 391 | $75.3K | 0.07% | +391 | New |
| Hantz Financial Services, Inc. | 376 | $72.0K | 0.00% | −4,902−92.9% | Reduced |
| Capital Advisors, Ltd. LLC | 367 | $71.0K | 0.01% | −7−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 365 | $70.3K | 0.01% | +28+8.3% | Added |
| Kelly Financial Services LLC | 355 | $68.3K | 0.03% | +56+18.7% | Added |
| Bessemer Group Inc | 351 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 348 | $67.0K | 0.03% | +280+411.8% | Added |
| Rakuten Securities, Inc. | 327 | $63.0K | 0.05% | +327 | New |
| MB, Levis & Associates, LLC | 321 | $61.8K | 0.04% | 00.0% | Unchanged |
| Tobam | 314 | $60.0K | 0.01% | −653−67.5% | Reduced |
| Coppell Advisory Solutions LLC | 274 | $52.8K | 0.01% | +274 | New |
| Financial Perspectives, Inc | 265 | $51.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 260 | $50.1K | 0.01% | −14−5.1% | Reduced |
| Glen Eagle Advisors, LLC | 258 | $49.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 257 | $49.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 254 | $48.9K | 0.02% | +112+78.9% | Added |
| Western Pacific Wealth Management, LP | 249 | $47.9K | 0.04% | −138−35.7% | Reduced |
| Resurgent Financial Advisors LLC | 244 | $47.0K | 0.03% | −16−6.2% | Reduced |
| Private Trust Co NA | 226 | $43.5K | 0.01% | −180−44.3% | Reduced |
| Hollencrest Capital Management | 226 | $43.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 211 | $40.6K | 0.01% | −44−17.3% | Reduced |
| Roble, Belko & Company, Inc | 201 | $39.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $38.5K | 0.02% | −8−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $38.5K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $38.5K | 0.02% | 00.0% | Unchanged |
| American National Bank | 187 | $36.0K | 0.01% | +187 | New |
| Colonial Trust Co | 185 | $35.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 173 | $33.3K | 0.00% | +6+3.6% | Added |
| Global X Japan Co., Ltd. | 171 | $32.9K | 0.02% | +171 | New |
| Caitlin John, LLC | 170 | $32.7K | 0.03% | +170 | New |
| Vermillion & White Wealth Management Group, LLC | 165 | $31.8K | 0.03% | +165 | New |
| Parkside Financial Bank & Trust | 164 | $31.6K | 0.01% | −7−4.1% | Reduced |
| Barrett & Company, Inc. | 155 | $29.8K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 152 | $29.3K | 0.00% | +152 | New |
| Atticus Wealth Management, LLC | 150 | $28.9K | 0.01% | −30−16.7% | Reduced |
| Pinnacle Bancorp, Inc. | 143 | $27.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 131 | $25.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 126 | $24.3K | 0.00% | +4+3.3% | Added |
| Cedar Wealth Management, LLC | 119 | $22.9K | 0.01% | +22+22.7% | Added |
| Ofi Invest Asset Management | 128 | $22.3K | 0.00% | −3−2.3% | Reduced |
| Glassman Wealth Services | 115 | $22.1K | 0.00% | −2−1.7% | Reduced |
| Rakuten Investment Management, Inc. | 109 | $21.1K | 0.00% | +109 | New |
| MidAtlantic Capital Management, Inc. | 103 | $19.8K | 0.02% | +103 | New |
| MV Capital Management, Inc. | 101 | $19.4K | 0.00% | +1+1.0% | Added |
| Financial Avengers, Inc. | 100 | $19.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 100 | $19.3K | 0.02% | +100 | New |
| Ronald Blue Trust, Inc. | 88 | $18.0K | 0.00% | +80+1,000.0% | Added |
| Bogart Wealth, LLC | 90 | $17.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $17.1K | 0.00% | +2+2.3% | Added |
| Naples Money Management LLC | 89 | $17.1K | 0.02% | +89 | New |
| Whittier Trust Co | 86 | $16.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 82 | $15.8K | 0.00% | −5−5.7% | Reduced |
| BKM Wealth Management, LLC | 80 | $15.4K | 0.01% | +80 | New |
| Rothschild Investment LLC | 78 | $15.0K | 0.00% | +78 | New |
| Tradition Wealth Management, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 72 | $13.9K | 0.00% | +4+5.9% | Added |
| Private Wealth Management Group, LLC | 70 | $13.5K | 0.01% | +70 | New |