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 2024
Institutional positions in Veeva Systems Inc as of Jun 30, 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
- 923
- +15 vs. Q1 2024
- Shares held
- 128.0M
- −802.2K (−0.6%) vs. Q1 2024
- Total value
- $23.4B
- −$6.35B (−21.3%) vs. Q1 2024
- New holders
- 99
- 374 more added
- Sold out
- 84
- 311 more reduced
9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Field & Main Bank | 200 | $36.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 194 | $35.5K | 0.00% | −21−9.8% | Reduced |
| DT Investment Partners, LLC | 190 | $34.8K | 0.00% | +190 | New |
| Colonial Trust Co | 185 | $34.3K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 184 | $33.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 180 | $32.9K | 0.00% | −6−3.2% | Reduced |
| Trust Co | 175 | $32.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 165 | $30.2K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 155 | $28.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 152 | $27.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 150 | $27.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 142 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 148 | $25.3K | 0.00% | −10−6.3% | Reduced |
| Advisors Asset Management, Inc. | 133 | $24.3K | 0.00% | +12+9.9% | Added |
| Rise Advisors, LLC | 131 | $24.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 127 | $23.2K | 0.00% | −2,731−95.6% | Reduced |
| Parkside Financial Bank & Trust | 125 | $22.9K | 0.00% | −57−31.3% | Reduced |
| Global X Japan Co., Ltd. | 120 | $22.0K | 0.00% | −43−26.4% | Reduced |
| Ridgewood Investments LLC | 120 | $22.0K | 0.01% | +120 | New |
| Pinnacle Bancorp, Inc. | 118 | $21.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 109 | $19.9K | 0.00% | +109 | New |
| MV Capital Management, Inc. | 105 | $19.2K | 0.00% | −4−3.7% | Reduced |
| Cornerstone Planning Group LLC | 103 | $19.1K | 0.01% | −80−43.7% | Reduced |
| MidAtlantic Capital Management, Inc. | 103 | $18.9K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 103 | $18.9K | 0.02% | +103 | New |
| Broadwater Capital Management LLC | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $18.3K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $18.3K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 90 | $16.5K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 89 | $16.2K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 86 | $15.7K | 0.00% | +86 | New |
| Whittier Trust Co | 86 | $15.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 74 | $13.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 74 | $13.5K | 0.00% | +74 | New |
| Caitlin John, LLC | 71 | $13.0K | 0.01% | −99−58.2% | Reduced |
| Harbor Investment Advisory, LLC | 71 | $13.0K | 0.00% | +2+2.9% | Added |
| Massmutual Trust Co FSB | 62 | $11.3K | 0.00% | −18−22.5% | Reduced |
| JJJ Advisors Inc. | 55 | $10.1K | 0.00% | −9−14.1% | Reduced |
| Tortoise Investment Management, LLC | 55 | $10.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $10.0K | 0.00% | −4−6.8% | Reduced |
| Annapolis Financial Services, LLC | 53 | $9.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $9.33K | 0.00% | +2+4.1% | Added |
| Salem Investment Counselors Inc | 50 | $9.15K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $9.15K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 50 | $9.15K | 0.00% | +3+6.4% | Added |
| Hartford Financial Management Inc. | 50 | $9.15K | 0.00% | +50 | New |
| Key Financial Inc | 50 | $9.15K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 47 | $8.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $7.87K | 0.00% | −46−51.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 42 | $7.69K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $7.50K | 0.00% | −40−49.4% | Reduced |
| Asset Dedication, LLC | 41 | $7.50K | 0.00% | +41 | New |
| Global Financial Private Client, LLC | 41 | $7.50K | 0.00% | −405−90.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 40 | $7.32K | 0.00% | +40 | New |
| Cultivar Capital, Inc. | 40 | $7.32K | 0.01% | +40 | New |
| Zions Bancorporation, N.A. | 40 | $7.32K | 0.00% | −7−14.9% | Reduced |
| WR Wealth Planners, LLC | 39 | $7.14K | 0.00% | +4+11.4% | Added |
| Ranger Investment Management, L.P. | 36 | $6.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $6.41K | 0.00% | −12−25.5% | Reduced |
| 1832 Asset Management L.P. | 35 | $6.41K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 34 | $6.22K | 0.00% | −85−71.4% | Reduced |
| Quent Capital, LLC | 34 | $6.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $5.67K | 0.00% | +31 | New |
| GPS Wealth Strategies Group, LLC | 28 | $5.12K | 0.00% | +21+300.0% | Added |
| FinTrust Capital Advisors, LLC | 27 | $4.94K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $4.94K | 0.00% | +24+800.0% | Added |
| Beacon Capital Management, LLC | 26 | $4.76K | 0.00% | −5−16.1% | Reduced |
| GHP Investment Advisors, Inc. | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $4.58K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $4.39K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $4.21K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $3.84K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 21 | $3.84K | 0.00% | +3+16.7% | Added |
| Raffa Wealth Management, LLC | 21 | $3.84K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $3.48K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $3.29K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $2.93K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 16 | $2.93K | 0.00% | +16 | New |
| Richardson Financial Services Inc. | 15 | $2.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.75K | 0.00% | +8+114.3% | Added |
| Valued Wealth Advisors LLC | 14 | $2.56K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 14 | $2.56K | 0.00% | +14 | New |
| Family Firm, Inc. | 14 | $2.56K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 13 | $2.38K | 0.00% | −5−27.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 13 | $2.38K | 0.00% | −1−7.1% | Reduced |
| Versant Capital Management, Inc | 13 | $2.38K | 0.00% | +13 | New |
| Gradient Investments LLC | 12 | $2.20K | 0.00% | +12 | New |
| Castleview Partners, LLC | 12 | $2.20K | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $1.83K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $1.65K | 0.00% | −3−25.0% | Reduced |
| Missouri Trust & Investment Co | 9 | $1.65K | 0.00% | 00.0% | Unchanged |