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 6 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 2026
Institutional positions in Veeva Systems Inc as of Mar 31, 2026. 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
- 1,023
- −68 vs. Q4 2025
- Shares held
- 137.4M
- +15.3M (+12.5%) vs. Q4 2025
- Total value
- $24.4B
- −$2.85B (−10.5%) vs. Q4 2025
- New holders
- 132
- 399 more added
- Sold out
- 200
- 366 more reduced
15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Veeva Systems Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Birchwood Financial Partners, Inc. | 68 | $11.9K | 0.01% | −1−1.4% | Reduced |
| Lodestone Wealth Management LLC | 68 | $11.9K | 0.00% | +38+126.7% | Added |
| Vanguard National Trust Co | 67 | $11.8K | 0.00% | +67 | New |
| Anchor Investment Management, LLC | 65 | $11.4K | 0.00% | +30+85.7% | Added |
| Salomon & Ludwin, LLC | 63 | $11.0K | 0.00% | +60+2,000.0% | Added |
| Legacy Wealth Managment, LLC | 62 | $10.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 62 | $10.9K | 0.00% | +5+8.8% | Added |
| Avalon Trust Co | 62 | $10.9K | 0.00% | +62 | New |
| Kemnay Advisory Services Inc. | 60 | $10.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 60 | $10.5K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $9.84K | 0.00% | +24+75.0% | Added |
| Bell Investment Advisors, Inc | 55 | $9.66K | 0.00% | +20+57.1% | Added |
| Salem Investment Counselors Inc | 55 | $9.66K | 0.00% | +55 | New |
| Tower Research Capital LLC (TRC) | 54 | $9.49K | 0.00% | −1,522−96.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 52 | $9.13K | 0.00% | −229−81.5% | Reduced |
| Private Wealth Management Group, LLC | 51 | $8.96K | 0.00% | −16−23.9% | Reduced |
| Signature Equity Partners, LLC | 51 | $8.96K | 0.00% | +3+6.3% | Added |
| Hartford Financial Management Inc. | 50 | $8.78K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $8.78K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $8.78K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 50 | $8.78K | 0.00% | +50 | New |
| Tradewinds Capital Management, LLC | 50 | $8.78K | 0.00% | +50 | New |
| Golden State Equity Partners | 49 | $8.61K | 0.00% | +49 | New |
| Virtus ETF Advisers LLC | 47 | $8.26K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 47 | $8.26K | 0.00% | +2+4.4% | Added |
| Umb Bank N A | 46 | $8.08K | 0.00% | −193−80.8% | Reduced |
| Hanson & Doremus Investment Management | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 45 | $7.91K | 0.00% | +45 | New |
| Innovative Asset Advisors Group, LLC | 45 | $7.91K | 0.00% | +45 | New |
| Crewe Advisors LLC | 44 | $7.73K | 0.00% | +8+22.2% | Added |
| Colonial Trust Advisors | 40 | $7.03K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 40 | $7.03K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $7.00K | 0.00% | +16+55.2% | Added |
| Marquette Asset Management, LLC | 37 | $6.50K | 0.00% | +7+23.3% | Added |
| Bayban | 37 | $6.50K | 0.01% | +37 | New |
| Eastern Bank | 35 | $6.15K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 35 | $6.15K | 0.00% | +35 | New |
| Compagnie Lombard Odier SCmA | 35 | $6.15K | 0.00% | +35 | New |
| Torren Management, LLC | 34 | $5.97K | 0.00% | −28−45.2% | Reduced |
| Richardson Capital Management LLC | 33 | $5.80K | 0.00% | +33 | New |
| JNBA Financial Advisors | 32 | $5.62K | 0.00% | +25+357.1% | Added |
| Kerr Financial Planning Corp | 33 | $5.30K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 30 | $5.27K | 0.00% | −15−33.3% | Reduced |
| First Pacific Financial | 29 | $5.09K | 0.00% | +4+16.0% | Added |
| Cornerstone Financial Management LLC | 29 | $5.09K | 0.00% | +15+107.1% | Added |
| Financial Freedom, LLC | 29 | $5.09K | 0.00% | +29 | New |
| Albion Financial Group | 28 | $4.92K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $4.92K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 28 | $4.92K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 27 | $4.74K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $4.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $4.74K | 0.00% | +1+3.8% | Added |
| City State Bank | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 25 | $4.26K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 24 | $4.22K | 0.00% | +2+9.1% | Added |
| Sachetta, LLC | 23 | $4.04K | 0.00% | −6−20.7% | Reduced |
| Curio Wealth, LLC | 22 | $3.87K | 0.00% | +1+4.8% | Added |
| JFS Wealth Advisors, LLC | 21 | $3.69K | 0.00% | −26−55.3% | Reduced |
| MCF Advisors LLC | 21 | $3.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $3.69K | 0.00% | +8+61.5% | Added |
| Dogwood Wealth Management LLC | 20 | $3.51K | 0.00% | +2+11.1% | Added |
| North Star Investment Management Corp. | 20 | $3.51K | 0.00% | +8+66.7% | Added |
| Sound Income Strategies, LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 18 | $3.16K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 17 | $2.99K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.99K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 16 | $2.81K | 0.00% | +16 | New |
| Retirement Wealth Solutions LLC | 14 | $2.46K | 0.00% | −78−84.8% | Reduced |
| Valued Wealth Advisors LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 14 | $2.46K | 0.00% | −31−68.9% | Reduced |
| Country Trust Bank | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $2.46K | 0.00% | +9+180.0% | Added |
| Nemes Rush Group LLC | 13 | $2.28K | 0.00% | −2−13.3% | Reduced |
| Copia Wealth Management | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 13 | $2.28K | 0.00% | +13 | New |
| Hantz Financial Services, Inc. | 13 | $2.00K | 0.00% | −1,890−99.3% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $1.76K | 0.00% | +10 | New |
| Pension & Wealth Management Advisors, Inc. | 10 | $1.76K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.58K | 0.00% | −3−25.0% | Reduced |
| Missouri Trust & Investment Co | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.58K | 0.00% | +6+200.0% | Added |
| Cromwell Holdings LLC | 8 | $1.41K | 0.00% | −16−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $1.41K | 0.00% | −4−33.3% | Reduced |
| Horizon Investments, LLC | 8 | $1.41K | 0.00% | +7+700.0% | Added |
| Rakuten Securities, Inc. | 7 | $1.23K | 0.00% | −45−86.5% | Reduced |
| Fortitude Family Office, LLC | 7 | $1.23K | 0.00% | −12−63.2% | Reduced |
| Creative Financial Designs Inc | 7 | $1.23K | 0.00% | +4+133.3% | Added |
| Evolution Wealth Management Inc. | 7 | $1.23K | 0.00% | +7 | New |
| Purpose Unlimited Inc. | 7 | $1.23K | 0.00% | +7 | New |
| Whipplewood Advisors, LLC | 6 | $1.05K | 0.00% | −594−99.0% | Reduced |
| Wilkerson Advisory Group LLC | 6 | $1.05K | 0.00% | −7−53.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.05K | 0.00% | +3+100.0% | Added |