VEEV β€” VEEVA SYS INC

Ownership history in Bridgefront Capital, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Bridgefront Capital, LLC reported a position in VEEVA SYS INC (VEEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.72% (2025 Q4)
πŸ“Š Avg. % of fund
0.39%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

Bridgefront Capital, LLC Γ— VEEV AI Analytics

πŸ“‰ Bridgefront Capital, LLC underperformed the S&P 500 by –59.7% annually on this VEEV position. Timing score: 60% (3/5 decisions correct). Average cost basis: $225.62. Maximum drawdown during holding period: –40.7%.

πŸ“ˆ Position Alpha vs SPY
-59.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 59.7% ann.
5 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$225.62
-1.1% vs current ($223.23)

Best entry: $161.38 (2022 Q4)  Β·  Worst: $272.25 (2020 Q4)

πŸ›‘οΈ Drawdown Resilience
–40.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
67%
buy-side decisions

4 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.72% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VEEV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,790 +11,547 +929.0% 0.72% $2.9M $223.23
2025 Q2 REDUCED 1,243 -1,635 -56.8% 0.09% $358K $287.98
2024 Q4 REDUCED 2,878 -2,705 -48.5% 0.20% $605K $210.25
2024 Q3 ADDED 5,583 +493 +9.7% 0.45% $1.2M $209.87
2022 Q4 ADDED 5,090 +1,822 +55.8% 0.57% $821K $161.38
2020 Q4 INITIATED 3,268 β€” β€” 0.30% $890K $272.25

🏒 Other funds also holding VEEV

As of 2025 Q4 β€” sorted by position size

EMERGENCE GP PARTNERS, LLC 3Y 72.44% Linonia Partnership LP 14.14% Square Wave Capital, LLC 13.1% Ashe Capital Management, LP 3Y 7Y 10.12% CDAM (UK) Ltd 3Y 7Y 9.46% Alfreton Capital LLP 3Y 9.39% OBERNDORF WILLIAM E 3Y 7Y 8.41% Nellore Capital Management LLC 3Y 8.25% Quantum Capital Management, LLC / NJ 3Y 7Y 7.26% Stockbridge Partners LLC 3Y 7Y 6.4%
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