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, Q1 2024
Institutional positions in Veeva Systems Inc as of Mar 31, 2024. 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
- 917
- +50 vs. Q4 2023
- Shares held
- 129.4M
- +719.2K (+0.6%) vs. Q4 2023
- Total value
- $29.9B
- +$5.13B (+20.7%) vs. Q4 2023
- New holders
- 131
- 351 more added
- Sold out
- 81
- 288 more reduced
13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 182 | $42.2K | 0.01% | +18+11.0% | Added |
| Johnson Financial Group, Inc. | 175 | $40.5K | 0.00% | +175 | New |
| Trust Co | 175 | $40.5K | 0.01% | +175 | New |
| Caitlin John, LLC | 170 | $39.4K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 165 | $38.2K | 0.03% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 163 | $37.8K | 0.01% | −8−4.7% | Reduced |
| Larson Financial Group LLC | 163 | $37.8K | 0.00% | +150+1,153.8% | Added |
| Cornerstone Planning Group LLC | 183 | $37.2K | 0.01% | −28−13.3% | Reduced |
| Barrett & Company, Inc. | 155 | $35.9K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 173 | $35.3K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 152 | $35.2K | 0.02% | +152 | New |
| Atticus Wealth Management, LLC | 150 | $34.8K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 158 | $33.9K | 0.00% | +30+23.4% | Added |
| Operose Advisors LLC | 142 | $32.9K | 0.01% | −112−44.1% | Reduced |
| Raleigh Capital Management Inc. | 141 | $32.7K | 0.01% | +140+14,000.0% | Added |
| Rise Advisors, LLC | 131 | $30.4K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 121 | $28.0K | 0.00% | +121 | New |
| Cedar Wealth Management, LLC | 119 | $27.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 118 | $27.3K | 0.01% | −25−17.5% | Reduced |
| MV Capital Management, Inc. | 109 | $25.3K | 0.00% | +8+7.9% | Added |
| MidAtlantic Capital Management, Inc. | 103 | $23.9K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 100 | $23.2K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $20.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 89 | $20.6K | 0.01% | +19+27.1% | Added |
| Naples Money Management LLC | 89 | $20.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 86 | $19.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 81 | $18.8K | 0.00% | +40+97.6% | Added |
| Massmutual Trust Co FSB | 80 | $18.5K | 0.00% | −9−10.1% | Reduced |
| Mather Group, LLC. | 95 | $18.3K | 0.00% | +95 | New |
| Rothschild Investment LLC | 78 | $18.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $17.1K | 0.01% | +74 | New |
| Harbor Investment Advisory, LLC | 69 | $16.0K | 0.00% | −3−4.2% | Reduced |
| JJJ Advisors Inc. | 64 | $14.8K | 0.00% | +8+14.3% | Added |
| Concord Wealth Partners | 64 | $14.8K | 0.00% | −754−92.2% | Reduced |
| Jones Financial Companies LLLP | 64 | $14.8K | 0.00% | +41+178.3% | Added |
| Smithfield Trust Co | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 55 | $12.7K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 53 | $12.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $11.6K | 0.00% | −15−23.1% | Reduced |
| Legacy Bridge, LLC | 50 | $11.6K | 0.01% | +50 | New |
| Key Financial Inc | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $11.4K | 0.00% | +22+81.5% | Added |
| Bell Investment Advisors, Inc | 47 | $10.9K | 0.00% | +17+56.7% | Added |
| PSI Advisors, LLC | 47 | $10.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 47 | $10.9K | 0.00% | +25+113.6% | Added |
| Meeder Asset Management Inc | 47 | $10.9K | 0.00% | +47 | New |
| BOK Financial Private Wealth, Inc. | 42 | $9.73K | 0.00% | +42 | New |
| Anfield Capital Management, LLC | 42 | $9.73K | 0.00% | +42 | New |
| Bessemer Group Inc | 40 | $9.00K | 0.00% | −311−88.6% | Reduced |
| Ranger Investment Management, L.P. | 36 | $8.34K | 0.00% | +20+125.0% | Added |
| 1832 Asset Management L.P. | 35 | $8.11K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $8.11K | 0.00% | +35 | New |
| Quent Capital, LLC | 34 | $7.88K | 0.00% | +3+9.7% | Added |
| Beacon Capital Management, LLC | 31 | $7.18K | 0.00% | +20+181.8% | Added |
| Venturi Wealth Management, LLC | 28 | $6.49K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $6.26K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 28 | $6.00K | 0.00% | +28 | New |
| Bear Mountain Capital, Inc. | 30 | $5.98K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $5.56K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $5.33K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 23 | $5.33K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $4.87K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $4.87K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $4.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $4.63K | 0.00% | +20 | New |
| Aspire Private Capital, LLC | 19 | $4.40K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 18 | $4.17K | 0.00% | +5+38.5% | Added |
| AdvisorNet Financial, Inc | 18 | $4.17K | 0.00% | −6−25.0% | Reduced |
| Creative Financial Designs Inc | 18 | $4.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $4.00K | 0.00% | +5+41.7% | Added |
| Red Tortoise LLC | 17 | $3.94K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 16 | $3.71K | 0.00% | +8+100.0% | Added |
| Twin Lakes Capital Management, LLC | 16 | $3.71K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $3.71K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $3.24K | 0.00% | −8−36.4% | Reduced |
| Valued Wealth Advisors LLC | 14 | $3.24K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 12 | $2.78K | 0.00% | −70−85.4% | Reduced |
| Trust Co of Vermont | 11 | $2.55K | 0.00% | +11 | New |
| GoalVest Advisory LLC | 11 | $2.55K | 0.00% | +11 | New |
| Longfellow Investment Management Co LLC | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $2.09K | 0.00% | +9 | New |
| Missouri Trust & Investment Co | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 9 | $2.08K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $1.62K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $1.62K | 0.00% | +2+40.0% | Added |
| ORG Partners LLC | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $1.39K | 0.00% | +6 | New |
| Opal Wealth Advisors, LLC | 6 | $1.39K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $1.39K | 0.00% | −321−98.2% | Reduced |