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Veeva Systems Inc.

VEEV Healthcare
$243.75 $-8.89 (-3.52%)
Market Cap: $39.6 B
Gurus Holding
7
Popularity Rank
#1055
% of Shares Held
2.77%
Net Activity (Q2 2026)
+$318.26 M

Guru Ownership Trend

Guru Analysis for Veeva Systems Inc. (VEEV)

Veeva Systems Inc. (VEEV), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.1 B.

Top institutional holders include Cliff Asness and Terry Smith.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $318.26 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 105.2%.

Key Holders

Top 5 by Value

$615.47 M
$144.95 M
$21.89 M
$5.45 M
$2.49 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$324.55 M
Total Buy Value
New Buys 5
Additions 2
-$6.29 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
7

FAQs for Veeva Systems Inc. (VEEV)

Major holders include Cliff Asness ($615.47 M), Terry Smith ($144.95 M), Joel Greenblatt ($21.89 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.49 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $318.26 M, with 7 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited VEEV. The total reported sell value was $6.29 M.

Yes, 5 managers opened new positions in VEEV, and 2 increased their existing holdings. The total reported buy value was $324.55 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.21% Add 34.7% 3,498,371 $615.47 M Q2 2026
1.06% New Buy 816,785 $144.95 M Q2 2026
0.05% Add 105.2% 123,339 $21.89 M Q2 2026
0.02% New Buy 30,709 $5.45 M Q2 2026
1.80% New Buy 14,008 $2.49 M Q2 2026
0.00% New Buy 10,313 $1.83 M Q2 2026
0.00% New Buy 10 $1,762 Q2 2026
Date
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Transaction
Value
Shares
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SEC Form