CEERA INVESTMENTS, LLC VEEV — VEEVA SYS INC

Ownership history in CEERA INVESTMENTS, LLC  ·  7 quarters on record

AI Ownership Summary

CEERA INVESTMENTS, LLC reported VEEVA SYS INC (VEEV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.76% in 2025 Q2. The latest visible filing shows VEEV at 1.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VEEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CEERA INVESTMENTS, LLC's position in VEEVA SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VEEV was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VEEV stock page CEERA INVESTMENTS, LLC fund profile CEERA INVESTMENTS, LLC full holdings
How CEERA INVESTMENTS, LLC held VEEV — position size vs. price
% of Fund (quarterly)    VEEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,781 +2,454 +13.4% 1.60% $3.7M 2026-05-06 $167.35
2025 Q4 REDUCED — — — 18,327 -550 -2.9% 1.58% $4.1M 2026-02-09 $184.61
2025 Q3 REDUCED 5.4% -24.5% ✅ 18,877 -1,082 -5.4% 1.75% $5.6M 2025-11-05 $295.26
2025 Q2 REDUCED — — — 19,959 -185 -0.9% 1.76% $5.7M 2025-08-05 $281.46
2025 Q1 ADDED — — — 20,144 +14 +0.1% 1.61% $4.7M 2025-04-29 $231.64
2024 Q4 REDUCED — — — 20,130 -235 -1.2% 1.45% $4.2M 2025-02-07 $237.20
2024 Q3 INITIATED — — — 20,365 — — 1.61% $4.3M 2024-11-07 $223.39

🏢 Other funds also holding VEEV

As of 2026 Q1 — sorted by position size

EMERGENCE GP PARTNERS, LLC 3Y 78.79% Alfreton Capital LLP 3Y 17.11% Linonia Partnership LP 16.07% OBERNDORF WILLIAM E 3Y 7Y 14.87% Sellaronda Global Management LP 12.67% CDAM (UK) Ltd 3Y 7Y 10.33% Nellore Capital Management LLC 3Y 10.04% Ashe Capital Management, LP 3Y 7Y 9.99% Lead Edge Capital Management, LLC 3Y 9.23% Quantum Capital Management, LLC / NJ 3Y 7Y 7.13%

FAQ About CEERA INVESTMENTS, LLC and VEEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CEERA INVESTMENTS, LLC reported owning VEEV?

CEERA INVESTMENTS, LLC reported VEEV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VEEV position in CEERA INVESTMENTS, LLC's portfolio?

The largest reported portfolio weight for VEEV was 1.76% in 2025 Q2.

What is the latest reported VEEV position on this page?

The most recent filing on this page is 2026 Q1, when CEERA INVESTMENTS, LLC reported 20,781 shares, equal to 1.60% of portfolio, with an estimated market value of $3.7M.

What does the chart on this VEEV ownership page compare?

The chart compares CEERA INVESTMENTS, LLC's quarterly VEEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CEERA INVESTMENTS, LLC time their VEEV position?

Based on 13F filing dates vs. subsequent VEEV price moves, CEERA INVESTMENTS, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on VEEV relative to SPY over the holding period was -29.2%.

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