Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Veeva Sys Inc (VEEV)

1K + Investors. Track Smart Money conviction in VEEV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — VEEV

Based on 1064 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VEEV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
1,064 hedge funds hold VEEV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VEEV is almost the same as a year ago (-33 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

599 buying540 selling
Last quarter: 599 funds bought or added vs 540 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+72 vs last Q)

new funds entering per quarter
Funds opening a new VEEV position: 133 → 169 → 138 → 210. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
612 out of 1,064 hedge funds have held VEEV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +35%, value +6%

Value
+6%
Shares
+34%
Last quarter: funds added +35% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

183 → 133 → 169 → 138 → 210 new funds/Q
New funds entering each quarter: 133 → 169 → 138 → 210. A growing number of institutions are discovering VEEV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 1,096 holders: 678 (62%) are 2+ year veterans, 139 entered 1–2 years ago, and 279 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
67 of 1054 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VEEV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VEEV

In 2026 Q2, 599 hedge funds were net buyers of VEEV (210 opened a new position, 389 added to an existing one), while 540 reduced or exited (372 trimmed, 168 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 53% of total institutional value in VEEV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 1064.

Hedge Fund Ownership: VEEV

How many hedge funds hold VEEV — quarterly history vs. share price
Quarterly hedge fund ownership of VEEV vs. share price

Market Analysis: VEEV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VEEV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Veeva Sys Inc (VEEV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VEEV has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 79d ago
VEEV
+50.2%
XLV
+10.5%

VEEV outperformed XLV by +39.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
VEEV
+9.4%
XLV
-0.6%

Since the filing became public, VEEV outperformed XLV by +10.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 9 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: VEEV
1K + Investors

Track Smart Money conviction in VEEV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1047 1022 2.45%
13F Shares 147M 138M 6.18%
Total Value $24.12B $22.92B 5.23%
New Positions 208 138 +70
Increased Positions 380 393 -13
Closed Positions 173 214 -41
Reduced Positions 357 362 -5
Total Calls 23 21 9.52%
Total Puts 19 15 26.67%
PUT/CALL Ratio 0.83 0.71 Neutral

Statistics: VEEV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VEEV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VEEV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emergence GP Partners, LLC 79.04% 500,000 $88.7M
2 Oberndorf William E 14.56% 45,153 $8.0M
3 Linonia Partnership LP 13.98% 4,409,598 $782.6M
4 Alfreton Capital LLP 13.36% 300,000 $53.2M
5 Lead Edge Capital Management, LLC 10.52% 326,306 $57.9M
6 Sellaronda Global Management LP 10.26% 92,500 $16.4M
7 CDAM (UK) Ltd 9.77% 213,248 $37.8M
8 Nellore Capital Management LLC 9.55% 484,515 $86.0M
9 Ashe Capital Management, LP 8.08% 423,917 $75.2M
10 Seilern Investment Management Ltd 7.09% 317,032 $56.3M
11 Prevatt Capital Ltd 6.16% 160,000 $28.4M
12 Quantum Capital Management, LLC / NJ 6.06% 272,384 $48.3M
13 Baer Investment Advisory LLC 5.65% 36,639 $6.7M
14 Defilade Capital Management, L.P. 5.62% 236,709 $42.0M
15 Long Path Partners LP 3.99% 52,738 $9.4M
16 Capital Impact Advisors, LLC 3.86% 387,698 $68.8M
17 Makena Capital Management LLC 3.77% 202,465 $35.9M
18 Brown Capital Management LLC 3.53% 99,469 $17.7M
19 Prosight Management, LP 3.25% 106,200 $18.8M
20 Bright Rock Capital Management, LLC 3.06% 86,000 $15.3M
21 Edmond de Rothschild Holding S.A. 2.75% 1,177,286 $208.9M
22 4D Advisors, LLC 2.73% 40,000 $7.1M
23 Mark Sheptoff Financial Planning, LLC 2.56% 27,147 $4.8M
24 Montanaro Asset Management Ltd 2.41% 43,100 $7.6M
25 Old North State Wealth Management, LLC 2.16% 28,550 $5.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Veeva Sys Inc (VEEV)

What does the Smart Money Trend signal show for VEEV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VEEV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VEEV?

Slight buying edge — 53% buying: Last quarter: 599 funds bought or added vs 540 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VEEV holders?

Elite ownership — 53% AUM from top-100 funds: 67 of 1054 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in VEEV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VEEV?

58% of holders stayed for 2+ years: 612 out of 1,064 hedge funds have held VEEV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Veeva Sys Inc (VEEV) following the 2026 Q2 hedge fund 13F filings?

As of today, VEEV has moved +9.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.6% for the XLV sector ETF — an outperformance of +10.0%. Since the quarter end (June 30, 2026), VEEV has gained +50.2% vs +10.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →