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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — VEEV

Based on 1033 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their VEEV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
1,033 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+114 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

497 buying571 selling
Last quarter: 571 funds reduced or exited vs 497 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new VEEV position: 126 → 175 → 124 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 22% medium 16% new
634 out of 1,033 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 -2%, value -26%

Value
-26%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~155 new funds/quarter

111 → 126 → 175 → 124 → 155 new funds/Q
New funds entering each quarter: 126 → 175 → 124 → 155. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 13% 1-2yr 22% new
Of 1,070 current holders: 688 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
47 of 1033 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

118 top-rated funds 11 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: VEEV
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1070 1072 -0.19%
13F Shares 137M 140M -1.95%
Total Value $30.45B $41.24B -26.16%
New Positions 160 124 +36
Increased Positions 384 454 -70
Closed Positions 165 128 +37
Reduced Positions 459 399 +60
Total Calls 22 20 10.0%
Total Puts 17 17 -
PUT/CALL Ratio 0.77 0.85 Neutral

Statistics: VEEV

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of VEEV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seilern Investment Management Ltd 6.63% 316,325 $55.6M
2 Lakehouse Capital Pty Ltd 2.86% 16,555 $4K
3 Old North State Wealth Management, LLC 2.07% 25,525 $4.5M
4 Legal Advantage Investments, Inc. 1.78% 19,590 $3.4M
5 Capital Investment Services of America, Inc. 1.77% 96,618 $17.0M
6 BRIGHT ROCK CAPITAL MANAGEMENT, LLC 1.49% 43,000 $7.6M
7 Goodman Advisory Group, LLC 1.41% 30,858 $5.4M
8 Chicago Capital, LLC 1.40% 294,928 $51.8M
9 PEREGRINE CAPITAL MANAGEMENT LLC 1.35% 207,318 $36.4M
10 RIVERBRIDGE PARTNERS LLC 1.32% 307,717 $54.1M
11 ARCADIA INVESTMENT MANAGEMENT CORP/MI 1.32% 43,792 $7.7M
12 ABN AMRO Bank N.V. 1.20% 627,571 $111.3M
13 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1.11% 734,477 $111.2M
14 Clean Yield Group 1.08% 21,907 $3.8M
15 Boomfish Wealth Group, LLC 1.08% 11,544 $2.0M
16 Snider Financial Group 1.08% 20,353 $3.6M
17 ROCKLAND TRUST CO 1.01% 143,082 $25.1M
18 Compass Wealth Management LLC 0.99% 22,714 $4.0M
19 Generali Investments, Management Co LLC 0.96% 23,433 $4.1M
20 STRATEGIC PLANNING GROUP, LLC 0.95% 38,521 $6.8M
21 Bath Savings Trust Co 0.87% 46,396 $8.1M
22 Investment Research & Advisory Group, Inc. 0.83% 13,464 $2.4M
23 BROWN, LISLE/CUMMINGS, INC. 0.76% 17,413 $3.1M
24 Slow Capital, Inc. 0.75% 33,002 $5.8M
25 Directional Asset Management 0.70% 4,368 $767K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their VEEV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VEEV?

More sellers than buyers — 47% buying: Last quarter: 571 funds reduced or exited vs 497 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VEEV holders?

Elite ownership — 48% AUM from top-100 funds: 47 of 1033 holders are among the 100 largest funds by AUM, controlling 48% 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?

61% of holders stayed for 2+ years: 634 out of 1,033 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.

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.