JENSEN INVESTMENT MANAGEMENT INC VEEV — Veeva Systems Inc. Class A

Ownership history in JENSEN INVESTMENT MANAGEMENT INC  ·  8 quarters on record

AI Ownership Summary

JENSEN INVESTMENT MANAGEMENT INC reported Veeva Systems Inc. Class A (VEEV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.96% in 2026 Q1. The latest visible filing shows VEEV at 1.96% 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 JENSEN INVESTMENT MANAGEMENT INC's position in Veeva Systems Inc. Class A, 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 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.96% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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 JENSEN INVESTMENT MANAGEMENT INC fund profile JENSEN INVESTMENT MANAGEMENT INC full holdings
How JENSEN INVESTMENT MANAGEMENT INC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 566,467 +257,714 +83.5% 1.96% $99.5M 2026-05-05 $171.19
2025 Q4 REDUCED 25.3% -21.3% ✅ 308,753 -104,460 -25.3% 1.08% $68.9M 2026-02-11 $177.04
2025 Q3 ADDED — — — 413,213 +392,802 +1924.5% 1.53% $123.1M 2025-11-06 $291.21
2025 Q2 REDUCED 6.6% +1.7% ❌ 20,411 -1,440 -6.6% 0.07% $5.9M 2025-08-08 $282.13
2025 Q1 REDUCED 13.3% +24.3% ❌ 21,851 -3,360 -13.3% 0.06% $5.1M 2025-05-09 $237.05
2024 Q4 ADDED — — — 25,211 +1,960 +8.4% 0.05% $5.3M 2025-02-10 $237.81
2024 Q3 ADDED — — — 23,251 +2,021 +9.5% 0.04% $4.9M 2024-11-04 $212.53
2024 Q2 INITIATED — — — 21,230 — — 0.03% $3.9M 2024-08-05 $185.47

🏢 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 JENSEN INVESTMENT MANAGEMENT INC and VEEV

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

How long has JENSEN INVESTMENT MANAGEMENT INC reported owning VEEV?

JENSEN INVESTMENT MANAGEMENT INC reported VEEV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VEEV position in JENSEN INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for VEEV was 1.96% in 2026 Q1.

What is the latest reported VEEV position on this page?

The most recent filing on this page is 2026 Q1, when JENSEN INVESTMENT MANAGEMENT INC reported 566,467 shares, equal to 1.96% of portfolio, with an estimated market value of $99.5M.

What does the chart on this VEEV ownership page compare?

The chart compares JENSEN INVESTMENT MANAGEMENT INC'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 JENSEN INVESTMENT MANAGEMENT INC time their VEEV position?

Based on 13F filing dates vs. subsequent VEEV price moves, JENSEN INVESTMENT MANAGEMENT INC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on VEEV relative to SPY over the holding period was -22.1%.

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