VEEV VEEVA SYS INC CL A COM

Ownership history in First Bank & Trust  ·  32 quarters on record

AI Ownership Summary

First Bank & Trust reported VEEVA SYS INC CL A COM (VEEV) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2023 Q4. The latest visible filing shows VEEV at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VEEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in VEEVA SYS INC CL A COM, 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
2025 Q4

VEEV was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How First Bank & Trust 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,392 +166 +5.1% 0.12% $757K 2026-01-12 $233.21
2025 Q3 REDUCED 3,226 -147 -4.4% 0.16% $961K 2025-10-10 $286.59
2025 Q2 REDUCED 3,373 -615 -15.4% 0.17% $971K 2025-07-09 $284.36
2025 Q1 ADDED 3,988 +7 +0.2% 0.18% $924K 2025-04-28 $225.77
2024 Q4 ADDED 3,981 +15 +0.4% 0.16% $837K 2025-02-03 $233.29
2024 Q3 ADDED 3,966 +85 +2.2% 0.16% $832K 2024-10-24 $212.61
2024 Q2 REDUCED 3,881 -572 -12.8% 0.14% $710K 2024-07-09 $182.23
2024 Q1 REDUCED 4,453 -252 -5.4% 0.21% $1.0M 2024-04-17 $199.20
2023 Q4 REDUCED 4,705 -1,082 -18.7% 0.22% $906K 2024-01-12 $208.69
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and VEEV

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

How long has First Bank & Trust reported owning VEEV?

First Bank & Trust reported VEEV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VEEV position in First Bank & Trust's portfolio?

The largest reported portfolio weight for VEEV was 0.22% in 2023 Q4.

What is the latest reported VEEV position on this page?

The most recent filing on this page is 2025 Q4, when First Bank & Trust reported 3,392 shares, equal to 0.12% of portfolio, with an estimated market value of $757K.

What does the chart on this VEEV ownership page compare?

The chart compares First Bank & Trust'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.

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