VEEVA SYS INC (VEEV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
45
Reporting holders
$157.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,032
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROCKLAND TRUST CO | $48.5M | 169,806 | 1.85% | 18q | -2.3%-$1.1M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $31.3M | 109,731 | 0.72% | 27q | -1.6%-$512.7K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $22.8M | 79,761 | 1.51% | 9q | -0.8%-$193.2K |
| Bath Savings Trust Co | $12.8M | 44,697 | 1.32% | 31q | HELD |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $12.3M | 43,000 | 2.32% | 18q | -50.0%-$12.3M |
| Farther Finance Advisors, LLC | $3.6M | 12,439 | 0.03% | 16q | +2.0%+$71.1K |
| Apella Capital, LLC | $3.5M | 12,540 | 0.04% | 12q | +15.1%+$465.0K |
| Bell Asset Management Ltd | $3.0M | 10,350 | 1.07% | 19q | -62.3%-$4.9M |
| GAMMA Investing LLC | $2.1M | 7,499 | 0.07% | 12q | +33.1%+$532.9K |
| Vilga Financial Planning LLC | $1.7M | 6,000 | 1.02% | new | NEW |
| Mirador Capital Partners LP | $1.7M | 5,958 | 0.20% | 32q | +10.3%+$158.7K |
| Retireful, LLC | $1.6M | 5,670 | 1.39% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $1.3M | 4,693 | 0.14% | 3q | +517.5%+$1.1M |
| Bangor Savings Bank | $1.3M | 4,589 | 0.10% | 2q | -9.1%-$131.9K |
| Avidian Wealth Enterprises, LLC | $1.0M | 3,554 | 0.03% | 3q | +11.1%+$101.0K |
| Gallagher Capital Advisors, LLC | $943.1K | 3,304 | 0.51% | 3q | -25.1%-$315.7K |
| CoreCap Advisors, LLC | $848.0K | 2,970 | 0.02% | 9q | +15.7%+$114.8K |
| MFA WEALTH ADVISORS, LLC | $791.6K | 2,773 | 0.13% | 18q | +18.2%+$121.6K |
| Quintet Private Bank (Europe) S.A. | $735.3K | 2,576 | 0.03% | 13q | +25.2%+$147.9K |
| Wedmont Private Capital | $618.1K | 2,170 | 0.01% | 12q | +12.0%+$66.1K |
| Investors Research Corp | $592.3K | 2,075 | 0.10% | 2q | HELD |
| RIVERSEDGE ADVISORS, LLC | $486.4K | 1,704 | 0.06% | 2q | +13.7%+$58.5K |
| Vann Equity Management LLC | $422.8K | 1,481 | 0.25% | 3q | -1.7%-$7.4K |
| HF Advisory Group, LLC | $398.2K | 1,395 | 0.12% | 14q | -58.4%-$559.2K |
| Violich Capital Management, Inc. | $385.4K | 1,350 | 0.04% | 2q | HELD |
| Investment Partners Asset Management, Inc. | $363.9K | 1,275 | 0.20% | 12q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $342.0K | 1,198 | 0.23% | 4q | -3.1%-$10.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $305.4K | 1,070 | 0.06% | 9q | -42.0%-$221.2K |
| ELEVATION WEALTH PARTNERS, LLC | $293.4K | 1,028 | 0.08% | 15q | +14.3%+$36.8K |
| MassMutual Private Wealth & Trust, FSB | $267.8K | 938 | 0.01% | 16q | +63.1%+$103.6K |
| SAPIENT CAPITAL LLC | $267.8K | 938 | 0.00% | new | NEW |
| LifeGoal Investments, LLC | $259.5K | 909 | 0.08% | new | NEW |
| Valeo Financial Advisors, LLC | $238.4K | 835 | 0.01% | new | NEW |
| City Center Advisors, LLC | $233.5K | 818 | 0.18% | new | NEW |
| Versant Capital Management, Inc | $197.0K | 690 | 0.02% | 10q | +57.5%+$71.9K |
| EASTERN BANK | $124.2K | 435 | 0.00% | 6q | +1142.9%+$114.2K |
| Trust Co | $122.2K | 428 | 0.01% | 11q | +17.6%+$18.3K |
| TOTH FINANCIAL ADVISORY CORP | $95.6K | 335 | 0.01% | 11q | +24.1%+$18.6K |
| BURKETT FINANCIAL SERVICES, LLC | $27.4K | 96 | 0.01% | new | NEW |
| Mn Services Vermogensbeheer B.V. | $12.2K | 42,868 | 0.09% | 14q | HELD |
| Lakehouse Capital Pty Ltd | $10.7K | 37,377 | 9.35% | 3q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $7.7K | 27 | 0.00% | 7q | HELD |
| Retirement Wealth Solutions LLC | $4.0K | 14 | 0.00% | 8q | HELD |
| Planning Strategies Inc. | $4.0K | 14 | 0.00% | 2q | HELD |
| Westwind Capital | $1.7K | 5,900 | 0.40% | new | NEW |
| Noble Wealth Management PBC | $1.4K | 5 | 0.00% | 3q | HELD |
| Marquette Asset Management, LLC | $857 | 3 | 0.00% | new | NEW |
| Davis Capital Management | $856 | 3 | 0.00% | 5q | HELD |
| CX Institutional | $643 | 2,254 | 0.02% | 7q | +72.3% |
| PROFESSIONAL ADVISORY SERVICES INC | $243 | 850 | 0.03% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Capital Management | 6.9% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 7.3% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-13 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 36,000 | $9.0M ×3 |
| 2026-08-27 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 10,000 | $2.8M |
| 2026-10-02 | Rizzo Daniel J | EVP, Sales, Consulting, & Svcs | Sold | 4,841 | $1.3M ×2 |
| 2026-07-16 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 5,000 | $1.0M |
| 2026-09-14 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 1,000 | $265.2K |
| 2026-09-09 | Hung Priscilla | Director | Sold | 750 | $195.8K |
| 2026-04-30 | Hung Priscilla | Director | Sold | 750 | $116.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 45 | $157.9M | 553,144 | 8 | 17 | 11 | 0.0% |
| Q2 2026 | 1,077 | $28.0B | 154,587,612 | 196 | 384 | 349 | 2.2% |
| Q1 2026 | 1,027 | $24.8B | 138,195,655 | 116 | 389 | 348 | 1.2% |
| Q4 2025 | 1,107 | $32.3B | 142,273,754 | 114 | 345 | 419 | 1.5% |
| Q3 2025 | 1,126 | $43.8B | 144,330,863 | 124 | 412 | 342 | 2.0% |
| Q2 2025 | 1,120 | $41.5B | 140,982,063 | 163 | 390 | 363 | 2.1% |
| Q1 2025 | 1,028 | $31.6B | 134,224,802 | 113 | 334 | 362 | 1.7% |
| Q4 2024 | 1,009 | $28.3B | 131,122,596 | 65 | 334 | 310 | 2.3% |
| Q3 2024 | 964 | $28.0B | 130,628,972 | 112 | 333 | 311 | 1.9% |
| Q2 2024 | 924 | $24.1B | 129,821,399 | 87 | 355 | 291 | 1.6% |
| Q1 2024 | 926 | $31.8B | 134,192,131 | 125 | 324 | 270 | 2.6% |
| Q4 2023 | 882 | $26.2B | 131,942,123 | 99 | 286 | 287 | 3.0% |
| Q3 2023 | 840 | $28.1B | 134,333,665 | 74 | 279 | 297 | 2.9% |
| Q2 2023 | 828 | $26.6B | 131,660,886 | 82 | 321 | 247 | 2.3% |
| Q1 2023 | 798 | $24.9B | 133,326,319 | 105 | 324 | 209 | 1.6% |
| Q4 2022 | 767 | $21.2B | 128,214,980 | 80 | 258 | 252 | 2.6% |
| Q3 2022 | 734 | $21.5B | 127,624,160 | 71 | 294 | 223 | 2.1% |
| Q2 2022 | 745 | $25.4B | 125,354,408 | 80 | 258 | 269 | 2.1% |
| Q1 2022 | 741 | $27.1B | 125,574,995 | 67 | 280 | 263 | 1.8% |
| Q4 2021 | 840 | $32.5B | 122,600,489 | 75 | 285 | 271 | 3.7% |
| Q3 2021 | 826 | $36.4B | 121,953,110 | 72 | 312 | 240 | 3.4% |
| Q2 2021 | 824 | $39.0B | 120,973,830 | 117 | 292 | 230 | 3.5% |
| Q1 2021 | 774 | $32.5B | 120,096,069 | 75 | 302 | 237 | 3.5% |
| Q4 2020 | 808 | $34.6B | 119,759,361 | 78 | 302 | 220 | 5.4% |
| Q3 2020 | 755 | $34.6B | 118,705,531 | 113 | 234 | 266 | 3.8% |
| Q2 2020 | 696 | $29.4B | 121,155,579 | 142 | 234 | 211 | 3.4% |
| Q1 2020 | 612 | $19.9B | 124,275,064 | 83 | 196 | 224 | 2.2% |
| Q4 2019 | 627 | $17.1B | 118,677,420 | 66 | 227 | 188 | 2.4% |
| Q3 2019 | 606 | $18.2B | 116,713,638 | 71 | 226 | 199 | 2.2% |
| Q2 2019 | 625 | $19.3B | 115,460,308 | 124 | 199 | 206 | 3.1% |
| Q1 2019 | 556 | $14.9B | 115,761,622 | 112 | 210 | 143 | 1.6% |
| Q4 2018 | 482 | $10.5B | 115,636,536 | 10 | 12 | 4 | 1.8% |