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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.08 B.
Top institutional holders include Chase Coleman and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $96.08 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 168.4%. Conversely, Paul Tudor Jones reduced exposure by 93.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.23% | 2,420,500 | $721.09 M | Q3 2025 | ||
| 0.45% | Add 31.2% | 2,412,210 | $706.08 M | Q3 2025 | |
| 0.07% | Reduce -63.3% | 188,000 | $56.01 M | Q3 2025 | |
| 0.09% | Add 168.4% | 79,961 | $23.82 M | Q3 2025 | |
| 0.07% | Reduce -18.7% | 40,551 | $12.08 M | Q3 2025 | |
| 0.01% | Add 97.0% | 7,997 | $2.38 M | Q3 2025 | |
| 0.01% | New Buy | 4,370 | $1.3 M | Q3 2025 | |
| 0.00% | Reduce -93.1% | 4,048 | $1.21 M | Q3 2025 | |
| 0.00% | Add 66.9% | 4,015 | $1.2 M | Q3 2025 | |
| 0.00% | New Buy | 80 | $23,833 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Veeva Systems Inc. (VEEV)
Major holders include Chase Coleman ($721.09 M), Cliff Asness ($706.08 M), Renaissance Technologies ($56.01 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 5.16 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $96.08 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited VEEV. The total reported sell value was $282.06 M.
Yes, 2 managers opened new positions in VEEV, and 4 increased their existing holdings. The total reported buy value was $185.99 M.