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Veeva Systems Inc.

VEEV Healthcare
$158.86 +$2.61 (1.67%)
Market Cap: $25.93 B
Gurus Holding
3
Popularity Rank
#2829
% of Shares Held
1.65%
Net Activity (Q1 2026)
-$626.98 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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $427.77 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bearish. This is evidenced by a $626.98 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 469.8%. Conversely, Paul Tudor Jones reduced exposure by 70.1%.

Key Holders

Top 5 by Value

$455.52 M
$10.56 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$66.76 M
Total Buy Value
New Buys 0
Additions 2
-$693.74 M
Total Sell Value
Reductions 1
Sold Out 8

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
2

FAQs for Veeva Systems Inc. (VEEV)

Major holders include Cliff Asness ($455.52 M), Joel Greenblatt ($10.56 M), Paul Tudor Jones ($6.29 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 2.69 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $626.98 M, with 2 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 8 fully exited VEEV. The total reported sell value was $693.74 M.

Yes, 0 managers opened new positions in VEEV, and 2 increased their existing holdings. The total reported buy value was $66.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.21% Add 14.6% 2,596,865 $455.52 M Q1 2026
0.03% Add 469.8% 60,104 $10.56 M Q1 2026
0.01% Reduce -70.1% 35,786 $6.29 M Q1 2026
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