VEEV β€” VEEVA SYS INC

Ownership history in MB, LEVIS & ASSOCIATES, LLC  Β·  5 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported VEEVA SYS INC (VEEV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows VEEV at 0.02% 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 MB, LEVIS & ASSOCIATES, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 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.

How MB, LEVIS & ASSOCIATES, LLC held VEEV β€” position size vs. price
% of Fund (quarterly)    VEEV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 321 β€” 0% 0.02% $56K 2026-04-08 $168.35
2025 Q4 UNCHANGED 321 β€” 0% 0.03% $72K 2026-01-14 $218.86
2025 Q3 UNCHANGED 321 β€” 0% 0.04% $96K 2025-10-15 $287.38
2025 Q2 UNCHANGED 321 β€” 0% 0.04% $92K 2025-07-29 $287.23
2025 Q1 INITIATED 321 β€” β€” 0.03% $74K 2025-05-07 $238.32

FAQ About MB, LEVIS & ASSOCIATES, 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 MB, LEVIS & ASSOCIATES, LLC reported owning VEEV?

MB, LEVIS & ASSOCIATES, LLC reported VEEV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VEEV position in MB, LEVIS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for VEEV was 0.04% in 2025 Q3.

What is the latest reported VEEV position on this page?

The most recent filing on this page is 2026 Q1, when MB, LEVIS & ASSOCIATES, LLC reported 321 shares, equal to 0.02% of portfolio, with an estimated market value of $56K.

What does the chart on this VEEV ownership page compare?

The chart compares MB, LEVIS & ASSOCIATES, 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.

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