Follow-The-Filings

Security

VEEV

Veeva Sys Inc. · CL A COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 7 exits max 2.0% (Jensen Investment Managem...)

grid → activity → earnings →
owners 15
max % 2.0%
tracked value $4.8B
qoq A 7 R 6 E 7

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Jensen Investment Management Inc. 2026 Q1 2.0% Add +0.88 pp 566,467 $100M hist
Torray Investment Partners LLC 2026 Q2 stale 0.6% Add -0.02 pp 24,625 $4M hist
Ancora Advisors LLC 2026 Q1 0.2% Reduce -0.36 pp 64,913 $11M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add -0.06 pp 2,596,865 $456M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.12 pp 758,027 $133M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.13 pp 403,472 $90M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.06 pp 999,755 $176M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.07 pp 168,126 $30M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce -0.02 pp 15,368,868 $3.4B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 1,489,103 $332M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.02 pp 60,104 $11M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 54,640 $10M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 151,543 $27M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.04 pp 55,292 $10M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.12 pp 1,162 $204 hist
Henry Ellenbogen - Durable Capital Partners LP exited 2026 Q1 last 2025 Q4 2.0% Exit -2.01 pp 951,896 $212M hist
Chase Coleman - Tiger Global Management LLC exited 2026 Q1 last 2025 Q4 1.8% Exit -1.82 pp 2,420,500 $540M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.09 pp 360,461 $80M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.07 pp 91,766 $20M hist
Cathie Wood - Ark Investment Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 41,222 $9M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 109,640 $24M hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,017 $227 hist

15 current · 7 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
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8-K 5.07,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
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4 FORM 4 Filing Doc

Updated 12 minutes ago Source: SEC EDGAR submissions All on EDGAR

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 * $834.98M $907.71M $1.03B $981.71M
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 $780.47M $911.34M $1.09B $1.42B
Cash from investing -$1.01B -$1.08B -$700.14M -$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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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