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Veeva Systems Inc.

VEEV Healthcare
$179.11 $-6.12 (-3.30%)
Market Cap: $29.25 B
Gurus Holding
11
Popularity Rank
#375
% of Shares Held
3.31%
Net Activity (Q4 2025)
+$61.63 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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $973.97 M.

Top institutional holders include Chase Coleman and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $61.63 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 41.7%.

Key Holders

Top 5 by Value

$540.33 M
$505.81 M
$80.47 M
$26.73 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$111.81 M
Total Buy Value
New Buys 2
Additions 6
-$50.18 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Veeva Systems Inc. (VEEV)

Major holders include Chase Coleman ($540.33 M), Cliff Asness ($505.81 M), Steven Cohen ($80.47 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 5.44 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $61.63 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited VEEV. The total reported sell value was $50.18 M.

Yes, 2 managers opened new positions in VEEV, and 6 increased their existing holdings. The total reported buy value was $111.81 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.82% 2,420,500 $540.33 M Q4 2025
0.27% Reduce -6.1% 2,265,875 $505.81 M Q4 2025
0.09% New Buy 360,461 $80.47 M Q4 2025
0.05% Add 2857.8% 119,730 $26.73 M Q4 2025
0.04% Reduce -41.7% 109,640 $24.47 M Q4 2025
0.07% Add 14.8% 91,766 $20.48 M Q4 2025
0.06% Add 1.7% 41,222 $9.2 M Q4 2025
0.01% Add 159.9% 11,356 $2.54 M Q4 2025
0.01% Add 31.9% 10,548 $2.35 M Q4 2025
0.00% Add 42.8% 5,732 $1.28 M Q4 2025
0.00% New Buy 1,017 $227,073 Q4 2025
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SEC Form