Follow-The-Filings

Security · featured owners

VEEV Veeva Sys Inc.

Health Care CL A COM Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #219
  • Max 1.9%
  • Master 0.02%
  • $282M
  • 4 new 1 add 2 reduce

VEEV (Veeva Sys Inc.) is held in 7 featured 13F books as of 2026 Q2. Jensen Investment Management is the largest tracked holder by portfolio weight (1.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.9% (Jensen Investment Management) · not free-float ownership

  1. Jensen Investment Management reduce 1.9%
  2. Hillman Capital Management new 1.8%
  3. Terry Smith new 1.1%
  4. Torray Investment Partners add 0.59%
  5. Francois Rochon new 0.57%
  6. Vulcan Value Partners new 0.11%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Terry Smith - Fundsmith 2026 Q2 1.1% New 1.1% 816,785 $145M history
Jensen Investment Management 2026 Q2 1.9% Reduce −20.7% 449,489 $80M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.04% Reduce −0.3% 167,676 $30M history
Francois Rochon - Giverny Capital 2026 Q2 0.57% New 0.57% 94,956 $17M history
Torray Investment Partners 2026 Q2 0.59% Add +3.6% 24,625 $4M history
Vulcan Value Partners 2026 Q2 0.11% New 0.11% 21,240 $4M history
Hillman Capital Management 2026 Q2 1.8% New 1.8% 14,008 $2M history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.02,9.01
8-K 5.07,9.01
10-Q
8-K 2.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026
4 Period Sep 1, 2026 · 8 forms
4 Period Aug 27, 2026
4 Period Aug 13, 2026
4 Period Jul 16, 2026
4 Period Jul 1, 2026 · 5 forms
4 Period Jun 17, 2026 · 8 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.16B $2.36B $2.75B $3.2B
Gross profit $1.55B $1.69B $2.05B $2.41B
Gross margin * 71.7% 71.3% 74.5% 75.5%
Net income $487.71M $525.7M $714.14M $908.91M
Net margin * 22.6% 22.2% 26.0% 28.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.97B $5B $6.31B $8B
Total non-current assets * $0.835B $0.908B $1.03B $0.982B
Total assets $4.8B $5.91B $7.34B $8.98B
Total current liabilities $1.01B $1.18B $1.4B $1.64B
Total non-current liabilities * $81.24M $87.21M $108.98M $127.54M
Total equity $3.72B $4.64B $5.83B $7.21B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $0.78B $0.911B $1.09B $1.42B
Cash from investing -$1.01B -$1.08B -$0.7B -$1.1B
Cash from financing -$19.38M -$16.19M $26.12M -$9.33M
Net change in cash -$251.58M -$182.98M $414.29M $302.45M

ownership over time

filing count by report period · click a bar for that quarter’s holders