Who holds VEEVticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

VEEVA SYS INC · CL A COM · quarter ended 2026-03-31 · 8 members disclosed VEEV ↗
736
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$19.6B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
383
addsholders whose share count rose or who opened the position (new + add), by shares
173
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of VEEV ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$2.0B11,558,875+113,290add
2ALLIANCEBERNSTEIN L.P.$1.4B6,271,098+426,490add
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B7,376,031no prior
4VANGUARD CAPITAL MANAGEMENT LLC$1.2B6,670,318no prior
5Linonia Partnership LP$865M4,924,626+2,124,608add
6PRINCIPAL FINANCIAL GROUP INC$728M4,141,545+271,252add
7STATE STREET CORP$634M3,608,655+19,230add
8FMR LLC$459M2,613,526−2,897,025trim
9AQR CAPITAL MANAGEMENT LLC$456M2,596,865+330,990add
10TWO SIGMA INVESTMENTS, LP$320M1,823,999+1,420,527add
11SCHRODER INVESTMENT MANAGEMENT GROUP$301M1,712,507+729,587add
12FEDERATED HERMES, INC.$291M1,654,869+624,557add
13Swedbank AB$289M1,645,128+498,971add
14Pictet Asset Management Holding SA$280M1,593,795+483,720add
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$273M1,553,323−174,766trim
16WELLINGTON MANAGEMENT GROUP LLP$271M1,544,257+221,276add
17Nuveen, LLC$267M1,522,266+691,637add
18BANK OF AMERICA CORP /DE/$258M1,469,469−37,542trim
19MORGAN STANLEY$246M1,398,621−32,898trim
20NORTHERN TRUST CORP$201M1,144,345+47,245add
21Qube Research & Technologies Ltd$194M1,103,257−128,272trim
22EDMOND DE ROTHSCHILD HOLDING S.A.$191M1,084,798+717,482add
23BLAIR WILLIAM & CO/IL$188M1,067,576−161,002trim
24Legal & General Group Plc$179M1,021,207+2,702add
25D. E. Shaw & Co., Inc.$176M999,755+600,354add
26Amundi$174M992,977+73,510add
27VANGUARD FIDUCIARY TRUST CO$167M952,665no prior
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$160M913,281+611,868add
29UBS Group AG$157M894,762+459,372add
30Robeco Institutional Asset Management B.V.$157M891,832−238trim
31ROYAL BANK OF CANADA$153M870,281+23,117add
32Capital World Investors$153M869,657+484,301add
33CHARLES SCHWAB INVESTMENT MANAGEMENT INC$151M861,470+68,371add
34Allianz Asset Management GmbH$131M743,499+90,209add
35Champlain Investment Partners, LLC$130M738,449+330,470add
36Man Group plc$119M674,695−41,282trim
37DEUTSCHE BANK AG\$118M669,129−127,240trim
38WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$113M643,325−237,898trim
39ABN AMRO Bank N.V.$111M627,571−24,110trim
40NORDEA INVESTMENT MANAGEMENT AB$100M573,415+6,882add
41DIMENSIONAL FUND ADVISORS LP$96.4M548,859+32,319add
42CANADA PENSION PLAN INVESTMENT BOARD$90.9M517,332+211,688add
43FRANKLIN RESOURCES INC$90.3M513,937−132,580trim
44EMERGENCE GP PARTNERS, LLC$87.8M500,0000no change
45FIRST TRUST ADVISORS LP$84.5M480,912−143,128trim
46NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$84.1M478,748+478,748new
47Swiss National Bank$80.5M458,300+31,600add
48Ashe Capital Management, LP$79.6M453,417−14,500trim
49Nellore Capital Management LLC$78.6M447,301+116,956add
50ENVESTNET ASSET MANAGEMENT INC$76.2M433,991−316,836trim
51CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$74.7M425,082+103,046add
52VOLORIDGE INVESTMENT MANAGEMENT, LLC$73.3M417,517+253,280add
53BNP Paribas Asset Management Holding S.A.$70.2M399,784+27,635add
54RAYMOND JAMES FINANCIAL INC$68.6M390,324−123,606trim
55Assenagon Asset Management S.A.$61.3M348,719+235,839add
56Artisan Partners Limited Partnership$60.5M344,400−100,871trim
57Squarepoint Ops LLC$58.7M334,313+52,120add
58Quantum Capital Management, LLC / NJ$55.7M317,203+36,413add
59Seilern Investment Management Ltd$55.6M316,325+2,453add
60Alfreton Capital LLP$52.7M300,000+200,000add
61Chicago Capital, LLC$51.8M294,928+13,679add
62TD ASSET MANAGEMENT INC$47.8M272,222−17,961trim
63WELLS FARGO & COMPANY/MN$47.8M271,982−28,969trim
64Empower Advisory Group, LLC$47.5M270,561−12,691trim
65CDAM (UK) Ltd$46.6M265,254+265,254new
66Candriam S.C.A.$45.2M257,459+8,109add
67VANGUARD ASSET MANAGEMENT, Ltd$45.2M257,090no prior
68SEB Asset Management AB$45.0M255,970no prior
69Trexquant Investment LP$44.3M252,336+252,336new
70GREENOAKS CAPITAL PARTNERS LLC$43.9M250,000−444,926trim
71Susquehanna Portfolio Strategies, LLC$40.2M228,898+228,898new
72National Pension Service$40.2M228,702+228,702new
73Universal- Beteiligungs- und Servicegesellschaft mbH$39.8M226,197+20,507add
74CIBC Bancorp USA Inc.$39.6M225,337no prior
75HSBC HOLDINGS PLC$39.1M222,567−175,237trim
76PANAGORA ASSET MANAGEMENT INC$38.5M219,321−244,893trim
77SEI INVESTMENTS CO$38.5M219,026+7,876add
78Invesco Ltd.$37.9M215,631−107,671trim
79Lead Edge Capital Management, LLC$37.7M214,409+214,409new
80CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.2M211,832−58,101trim
81WORLDQUANT MILLENNIUM ADVISORS LLC$36.9M210,086+210,086new
82TEACHER RETIREMENT SYSTEM OF TEXAS$33.8M192,589−97,593trim
83Route One Investment Company, L.P.$32.0M182,200+27,100add
84FIL Ltd$30.8M175,136−70,166trim
85CITIGROUP INC$30.6M174,315+61,375add
86LPL Financial LLC$30.4M173,247−1,093trim
87Connor, Clark & Lunn Investment Management Ltd.$30.1M171,083+139,037add
88Mitsubishi UFJ Asset Management Co., Ltd.$29.7M168,885+19,913add
89BAMCO INC /NY/$29.5M168,126−93,944trim
90SUSQUEHANNA INTERNATIONAL GROUP, LLP$29.0M165,338−125,233trim
91MAKENA CAPITAL MANAGEMENT LLC$27.3M155,298+41,499add
92ExodusPoint Capital Management, LP$26.7M151,790−2,897trim
93CITADEL ADVISORS LLC$26.6M151,543−191,150trim
94Aware Super Pty Ltd as trustee of Aware Super$26.1M148,737no prior
95Baird Financial Group, Inc.$25.9M147,612+147,612new
96ROCKLAND TRUST CO$25.1M143,082+23,874add
97Zurcher Kantonalbank (Zurich Cantonalbank)$25.1M142,681−32,929trim
98Corient Private Wealth LLC$25.0M142,726−216,731trim
99IEQ CAPITAL, LLC$23.8M135,384+60,297add
100AVIVA PLC$23.7M135,018+4,204add
101AMERICAN CENTURY COMPANIES INC$23.4M133,432−356,242trim
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.0M130,802−594trim
103Korea Investment CORP$23.0M130,774−12,415trim
104US BANCORP \DE\$22.3M127,060−16,154trim
105ASSETMARK, INC$22.2M126,405−4,636trim
106Cerity Partners LLC$21.7M123,411+27,678add
107MASSACHUSETTS FINANCIAL SERVICES CO /MA/$20.6M111,037−405,357trim
108Quantinno Capital Management LP$20.3M115,682+84,302add
109BROWN CAPITAL MANAGEMENT LLC$20.2M114,935−45,252trim
110Jain Global LLC$19.3M110,005+76,817add
111Sellaronda Global Management LP$19.3M110,000+110,000new
112Smith Group Asset Management, LLC$18.9M107,445+7,398add
113Aberdeen Group plc$17.3M98,612+12,514add
114ThornTree Capital Partners LP$17.1M97,238+97,238new
115STIFEL FINANCIAL CORP$15.8M89,875−13,402trim
116ABN AMRO INVESTMENT SOLUTIONS$15.8M89,729+12,920add
117Distillate Capital Partners LLC$15.5M88,460+88,460new
118Mariner, LLC$15.5M88,030+51,603add
119STATE OF WISCONSIN INVESTMENT BOARD$15.2M86,509+4,364add
120Prosight Management, LP$15.2M86,480−3,653trim
121Rhenman & Partners Asset Management AB$15.0M85,300+85,300new
122CROSSLINK CAPITAL INC$14.4M81,860−45,395trim
123Ensign Peak Advisors, Inc$13.9M78,947−15,119trim
124Vanguard Investments Australia, Ltd.$13.6M77,662no prior
125BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.4M76,430+40,757add
126Lansforsakringar Fondforvaltning AB (publ)$13.3M75,916+27,678add
127BLI - Banque de Luxembourg Investments$13.3M60,265+60,265new
128Vanguard Global Advisers, LLC$13.2M74,973no prior
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.0M74,189+26,620add
130KR Capital LP$13.0M73,797no prior
131Cetera Investment Advisers$12.5M71,329−12,179trim
132CREDIT AGRICOLE S A$12.4M70,733+49,592add
133ROYAL LONDON ASSET MANAGEMENT LTD$12.4M70,532−5,238trim
134Y-Intercept (Hong Kong) Ltd$12.3M70,255+17,451add
135VOYA INVESTMENT MANAGEMENT LLC$12.2M69,184−84,421trim
136HANCOCK WHITNEY CORP$12.1M77,391−6,999trim
137M&G Plc$11.9M67,418+64,343add
138APG Asset Management N.V.$11.8M77,620−9,659trim
139Bank Julius Baer & Co. Ltd, Zurich$11.6M65,861−4,555trim
140Schonfeld Strategic Advisors LLC$11.5M65,354+56,941add
141Creative Planning$11.4M64,797+33,979add
142Empowered Funds, LLC$11.2M63,642+63,642new
143STOREBRAND ASSET MANAGEMENT AS$11.2M63,497no prior
144Asset Management One Co., Ltd.$11.0M62,382−5,368trim
145ING GROEP NV$10.9M61,900+36,400add
146CWM, LLC$10.7M61,013+29,743add
147MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.6M60,242+311add
148Gotham Asset Management, LLC$10.6M60,104+49,556add
149Stephens Investment Management Group LLC$10.0M56,869−480trim
150Bellevue Group AG$9.9M56,517−24,012trim
151MILLENNIUM MANAGEMENT LLC$9.7M55,292−376,401trim
152State of New Jersey Common Pension Fund D$9.4M53,7880no change
153PRUDENTIAL PLC$8.9M50,862+2,233add
154NOMURA ASSET MANAGEMENT CO LTD$8.6M48,941+244add
155FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$8.4M47,960−15,839trim
156Investment Management Corp of Ontario$8.4M47,807+19,762add
157Resona Asset Management Co.,Ltd.$8.4M47,533+165add
158Merit Financial Group, LLC$8.3M47,399+2,280add
159PFA Pension, Forsikringsaktieselskab$8.3M46,985+46,985new
160MML INVESTORS SERVICES, LLC$8.2M46,812−11,643trim
161Tredje AP-fonden$8.2M46,763+6,247add
162OLD NATIONAL BANCORP /IN/$8.1M45,986+1,299add
163BROWN ADVISORY INC$8.0M45,420−296,308trim
164Allspring Global Investments Holdings, LLC$7.9M46,001+1,198add
165OBERNDORF WILLIAM E$7.9M45,153+15,392add
166Cornerstone Advisors, LLC$7.8M44,355+1,638add
167ARCADIA INVESTMENT MANAGEMENT CORP/MI$7.7M43,792+578add
168Swiss Life Asset Management Ltd$7.7M43,648+3,072add
169BRIGHT ROCK CAPITAL MANAGEMENT, LLC$7.6M43,0000no change
170Arizona State Retirement System$7.5M42,431−452trim
171Vinva Investment Management Ltd$7.2M41,077−12,198trim
172NorthCrest Asset Manangement, LLC$6.9M39,597−14,963trim
173STRATEGIC PLANNING GROUP, LLC$6.8M38,521+10,419add
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.7M78,177+49,502add
175Eurizon Capital SGR S.p.A.$6.7M38,059+3,057add
176GATEWAY INVESTMENT ADVISERS LLC$6.6M37,691+69add
177Engineers Gate Manager LP$6.6M37,609−9,184trim
178EVERGREEN CAPITAL MANAGEMENT LLC$6.4M36,558+18,610add
179Havemeyer Place LP$6.3M36,035+36,035new
180Montanaro Asset Management Ltd$6.3M36,000−3,600trim
181GOODNOW INVESTMENT GROUP, LLC$6.3M35,700+35,700new
182EFG International AG$6.2M35,464−1,964trim
183Focus Partners Wealth$6.1M35,006+6,777add
184Walleye Capital LLC$6.0M34,294+33,974add
185Varma Mutual Pension Insurance Co$6.0M34,200−4,000trim
186Slow Capital, Inc.$5.8M33,002+7,241add
187Long Path Partners LP$5.8M32,909+32,909new
188MERCER GLOBAL ADVISORS INC /ADV$5.8M32,835+20,649add
189XPONANCE LLC$5.7M32,523+3,193add
190LAZARD ASSET MANAGEMENT LLC$5.6M31,841+6,205add
191Edgestream Partners, L.P.$5.6M31,839+31,839new
192Lido Advisors, LLC$5.5M31,105−1,819trim
193BANK OF MONTREAL /CAN/$5.5M31,062+8,803add
194OCCUDO QUANTITATIVE STRATEGIES LP$5.5M34,951+6,950add
195IFM Investors Pty Ltd$5.3M30,254+1,883add
196FRONTIER CAPITAL MANAGEMENT CO LLC$5.3M30,253−50,603trim
197AZZAD ASSET MANAGEMENT INC /ADV$5.1M29,124+953add
198PRUDENTIAL FINANCIAL INC$5.1M28,835+24,164add
199Federation des caisses Desjardins du Quebec$5.1M28,824−30,831trim
200BALDWIN WEALTH PARTNERS LLC/MA$5.0M28,501+3,688add
201OPPENHEIMER ASSET MANAGEMENT INC.$4.9M28,015−41,233trim
202USS Investment Management Ltd$4.8M27,553+1,115add
203Bell Asset Management Ltd$4.7M26,970+8,496add
204TRUIST FINANCIAL CORP$4.7M26,606−5,848trim
205EAGLE GLOBAL ADVISORS LLC$4.7M26,501−4,190trim
206NLB Skladi, upravljanje premozenja, d.o.o.$4.6M26,292+19,574add
207Sequoia Financial Advisors, LLC$4.6M26,098+2,218add
208Old North State Wealth Management, LLC$4.5M25,525+11,195add
209Square Wave Capital, LLC$4.4M25,200−227,300trim
210Inspire Investing, LLC$4.4M25,191+8,272add
211Long Corridor Asset Management Ltd$4.4M25,000+25,000new
212Daiwa Securities Group Inc.$4.4M24,871+2,020add
213Moran Wealth Management, LLC$4.3M24,557+1,680add
214Utah Retirement Systems$4.3M24,248−73trim
215Capital Investment Counsel, Inc$4.2M24,067+795add
216Generali Investments, Management Co LLC$4.1M23,433+12,284add
217Compass Wealth Management LLC$4.0M22,714+22,714new
218DNCA FINANCE$3.9M22,360−4,586trim
219Verition Fund Management LLC$3.9M22,111+16,890add
220Mitsubishi UFJ Trust & Banking Corp$3.9M22,080−7,326trim
221Citizens Business Bank$3.8M21,741+94add
222BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.8M21,521−6,090trim
223NorthRock Partners, LLC$3.8M21,441−22trim
224TORONTO DOMINION BANK$3.7M21,013−3,939trim
225Elo Mutual Pension Insurance Co$3.7M20,941−3,744trim
226COMMONWEALTH EQUITY SERVICES, LLC$3.7M20,907−2,358trim
227CEERA INVESTMENTS, LLC$3.7M20,781+2,454add
228Union Bancaire Privee, UBP SA$3.6M23,174+1,947add
229MACQUARIE GROUP LTD$3.6M20,673−4,288trim
230Snider Financial Group$3.6M20,353+353add
231Tidal Investments LLC$3.5M20,023+11,542add
232NISSAY ASSET MANAGEMENT CORP /JAPAN$3.5M20,016+335add
233SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.5M20,0000no change
234FIRST FOUNDATION ADVISORS$3.4M19,639−585trim
235Legal Advantage Investments, Inc.$3.4M19,590−400trim
236Silvant Capital Management LLC$3.4M19,579+2,800add
237OSAIC HOLDINGS, INC.$3.4M19,459+825add
238SHERMAN PORFOLIOS, LLC$3.4M19,453+6,050add
239Militia Capital Management LLC$3.4M19,272no prior
240Blue Zone Wealth Advisors, LLC$3.3M19,050+719add
241Calamos Advisors LLC$3.3M18,930+18,930new
242Calamos Wealth Management LLC$3.3M18,930−219trim
243CHANNEL WEALTH LLC$3.3M18,779+2,968add
244Trilogy Capital Inc.$3.2M18,454+1,540add
245PINKERTON WEALTH, LLC$3.2M14,113−322trim
246LBP AM SA$3.1M17,722−19,276trim
247SCOTIA CAPITAL INC.$3.1M17,486+1,554add
248MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.1M17,455+4,575add
249BROWN, LISLE/CUMMINGS, INC.$3.1M17,413−1,350trim
250Weiss Asset Management LP$3.1M17,378−37,952trim
251O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M17,167−7,180trim
252MISSION WEALTH MANAGEMENT, LP$3.0M16,914+151add
253Diversified Trust Co$2.9M16,656+4,061add
254OP Asset Management Ltd$2.9M16,491no prior
255Walleye Trading LLC$2.9M16,329−12,917trim
256FORA Capital, LLC$2.8M16,124+16,124new
257Baer Investment Advisory LLC$2.8M16,093−193trim
258Janus Henderson Group Ltd.$2.8M16,038+320add
259DDD Partners, LLC$2.8M15,933+15,933new
260HighTower Advisors, LLC$2.8M15,840+1,531add
261Magnetar Financial LLC$2.8M15,674+13,704add
262Selective Wealth Management, Inc.$2.7M17,307−1,670trim
263Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M15,426−558trim
264ARTHUR M. COHEN & ASSOCIATES, LLC$2.7M15,416−585trim
265GUGGENHEIM CAPITAL LLC$2.7M15,120−6,561trim
266QRG CAPITAL MANAGEMENT, INC.$2.6M14,996+4,423add
267COMMERCE BANK$2.6M14,606+1,331add
268Vanguard Personalized Indexing Management, LLC$2.6M14,545−235trim
269Texas Yale Capital Corp.$2.5M14,5120no change
270MACKENZIE FINANCIAL CORP$2.5M14,496+3,131add
271Brevan Howard Capital Management LP$2.5M14,436+10,708add
272Steward Partners Investment Advisory, LLC$2.5M14,303+5,586add
273NWAM LLC$2.5M14,084+2,958add
274Paragon Advisors, LLC$2.4M13,769+4,653add
275INTECH INVESTMENT MANAGEMENT LLC$2.3M13,129−12,606trim
276Linden Thomas Advisory Services, LLC$2.3M13,104+902add
277Machina Capital S.A.S.$2.3M12,993+7,832add
278William Allan Corp$2.2M12,757+521add
279World Investment Advisors$2.2M12,720−166trim
280HB Wealth Management, LLC$2.2M12,653−5,556trim
281Vontobel Holding Ltd.$2.2M12,569+4,315add
282Atlantic Union Bankshares Corp$2.2M12,481−1,124trim
283Pinnacle Financial Partners, Inc.$2.2M12,476+305add
284CGN Advisors LLC$2.2M12,476+963add
285PRINCIPAL SECURITIES, INC.$2.2M12,399+509add
286Generali Asset Management SPA SGR$2.1M12,010+3,017add
287DIVERSIFY WEALTH MANAGEMENT, LLC$2.1M13,059+586add
288Graham Capital Management, L.P.$2.1M11,702+1,020add
289LGT Group Foundation$2.0M11,640−127,123trim
290Linscomb Wealth, Inc.$2.0M11,604−1,603trim
291ASR Vermogensbeheer N.V.$2.0M11,576+405add
292Boomfish Wealth Group, LLC$2.0M11,544+403add
293ICICI Prudential Asset Management Co Ltd$2.0M11,436+11,436new
294AMF Tjanstepension AB$2.0M11,323+11,323new
295Aurora Investment Counsel$2.0M11,181+11,181new
296BANK OF NOVA SCOTIA$2.0M11,129−55,404trim
297PLATINUM INVESTMENT MANAGEMENT LTD$2.0M11,1100no change
298&PARTNERS$1.9M11,089−388trim
299Oak Thistle LLC$1.9M10,969+8,633add
300Fort Point Capital Partners LLC$1.9M10,958+24add
301XTX Topco Ltd$1.9M10,746+7,484add
302MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M10,602−53trim
303ODDO BHF ASSET MANAGEMENT SAS$1.9M10,538−11,753trim
304Rare Wolf Capital LLC$1.8M10,500+2,869add
305POSTROCK PARTNERS LLC$1.8M10,4700no change
306Leelyn Smith, LLC$1.8M10,453+848add
307Apella Capital, LLC$1.8M10,911−507trim
308Numerai GP LLC$1.8M10,419−2,931trim
309Knollwood Investment Advisory, LLC$1.8M10,3840no change
310PERRYMAN FINANCIAL ADVISORY INC /AD$1.8M10,323−138trim
311Mirae Asset Global Investments Co., Ltd.$1.8M10,144−957trim
312Y.D. More Investments Ltd$1.8M10,111−4,305trim
313Avanza Fonder AB$1.8M10,0940no change
314FIFTH THIRD BANCORP$1.7M9,926+1,522add
315RITHOLTZ WEALTH MANAGEMENT$1.7M9,751+90add
316M&T BANK CORP$1.7M9,741−8,136trim
317East Coast Asset Management, LLC.$1.7M9,480+9,480new
318Banque Cantonale Vaudoise$1.7M9,472−2,119trim
319Pathstone Holdings, LLC$1.7M9,439−1,027trim
320NewEdge Advisors, LLC$1.6M9,340+466add
321FIDUCIARY TRUST CO$1.6M9,208+11add
322INCEPTIONR LLC$1.6M9,058+9,058new
323Select Equity Group, L.P.$1.6M8,943+8,943new
324Sanctuary Advisors, LLC$1.6M8,896−480trim
325Virtus Family Office LLC$1.5M8,708+8,708new
326Bridgefront Capital, LLC$1.5M8,596−4,194trim
327FOX RUN MANAGEMENT, L.L.C.$1.5M8,355+1,276add
328Lighthouse Investment Partners, LLC$1.5M8,328+8,328new
329Dynamic Technology Lab Private Ltd$1.4M8,195+5,043add
330Atria Investments, Inc$1.4M8,154−6,362trim
331Orion Capital Management LLC$1.4M8,110−70trim
332Focus Partners Advisor Solutions, LLC$1.4M8,009+1,092add
333BENJAMIN EDWARDS INC$1.4M7,988−940trim
334Greenfield Seitz Capital Management, LLC$1.4M7,892+121add
335Pallas Capital Advisors LLC$1.4M7,865−301trim
336NATIXIS$1.4M7,725+4,156add
337Odyssean, LLC$1.3M7,637+7,637new
338CIBC Asset Management Inc$1.3M7,598+420add
339Patten Group, Inc.$1.3M7,483+86add
340Osmosis Investment Management UK Ltd$1.3M7,455+7,455new
341Orion Porfolio Solutions, LLC$1.3M7,367−2,334trim
342Maryland State Retirement & Pension System$1.3M7,3600no change
343Summit Trail Advisors, LLC$1.3M7,302+2,687add
344Laurion Capital Management LP$1.3M7,3000no change
345OMERS ADMINISTRATION Corp$1.3M7,174+1,664add
346Barbara Oil Co.$1.1M6,4750no change
347CHICAGO TRUST Co NA$1.1M6,445+4,590add
348Sava Infond d.o.o.$1.1M6,410+3,270add
349ELWOOD CAPITAL PARTNERS LP$1.1M6,384+6,384new
350Rockefeller Capital Management L.P.$1.1M6,375−38,055trim
351TOKIO MARINE ASSET MANAGEMENT CO LTD$1.1M6,3240no change
352Triangle Securities Wealth Management$1.1M6,192+80add
3532Xideas AG$1.1M6,166−4,099trim
354Woodline Partners LP$1.1M6,112+235add
355Third View Private Wealth, LLC$1.1M6,053+373add
356Harrington Investments, INC$1.1M6,002−580trim
357Cumberland Partners Ltd$1.1M6,000−20,000trim
358NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M5,982+811add
359Goelzer Investment Management, Inc.$1.1M5,978−1,000trim
360WINTON GROUP Ltd$1.0M5,875−11,668trim
361Verdence Capital Advisors LLC$1.0M5,871+1,054add
362INDEPENDENT FINANCIAL GROUP, LLC$1.0M5,865no prior
363Dai-ichi Life Insurance Company, Ltd$1.0M5,865−209trim
364MASTERINVEST Kapitalanlage GmbH$1.0M5,8390no change
365Kingsview Wealth Management, LLC$1.0M5,836−124trim
366Wealthfront Advisers LLC$1.0M5,830+995add
367CIM, LLC$1.0M5,778+66add
368Envestnet Portfolio Solutions, Inc.$1.0M5,765−17,893trim
369ALPS ADVISORS INC$999K5,687−1,015trim
370Vident Advisory, LLC$986K5,613+1,035add
371WELCH & FORBES LLC$983K5,595−618trim
372Metis Global Partners, LLC$966K5,501−178trim
373Mawer Investment Management Ltd.$965K5,494+5,494new
374Curi Capital, LLC$963K5,480+3,014add
375UNITED CAPITAL FINANCIAL ADVISORS, LLC$953K5,425+5,425new
376Mirador Capital Partners LP$950K5,407+739add
377Alpine Global Management, LLC$946K5,388+5,388new
378Gallagher Capital Advisors, LLC$940K5,350+5,350new
379Fieldview Capital Management, LLC$937K5,337+5,337new
380Voya Financial Advisors, Inc.$937K5,430−1,099trim
381LRT Capital Management, LLC$921K5,244−769trim
382Clearstead Advisors, LLC$918K5,227+508add
383GLOBALT Investments LLC / GA$910K5,180−234trim
384EXCHANGE TRADED CONCEPTS, LLC$898K5,112−186trim
385Bull Harbor Capital LLC$874K4,976no prior
386ANCHYRA PARTNERS LLC$869K4,945−16trim
387EP Wealth Advisors, LLC$867K4,936+715add
388Perbak Capital Partners LLP$864K4,916+3,559add
389AE Wealth Management LLC$857K4,877−1,299trim
390AXQ CAPITAL, LP$854K4,862+786add
391OPPENHEIMER & CO INC$854K4,861−14,990trim
392PROFUND ADVISORS LLC$853K4,856−634trim
393Columbia Bank$851K4,847+326add
3941832 Asset Management L.P.$845K4,809+1,380add
395THORNBURG INVESTMENT MANAGEMENT INC$844K4,803+4,803new
396Dana Investment Advisors, Inc.$842K4,795+2,616add
397Cresset Asset Management, LLC$829K4,721+10add
398Hennion & Walsh Asset Management, Inc.$826K4,704−65trim
399NEW YORK LIFE INVESTMENT MANAGEMENT LLC$822K4,678+2,434add
400EVOKE WEALTH, LLC$822K4,677+417add
401Fairman Group, LLC$818K4,659−12,000trim
402JANE STREET GROUP, LLC$817K4,651−673,622trim
403Arax Advisory Partners$811K4,617−1,103trim
404C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$809K4,604−21trim
405DAVENPORT & Co LLC$796K4,534−1,620trim
406Private Advisor Group, LLC$787K4,483−58trim
407CITIZENS FINANCIAL GROUP INC/RI$782K4,453+979add
408Directional Asset Management$767K4,368−693trim
409New England Research & Management, Inc.$759K4,320−4,095trim
410Meeder Advisory Services, Inc.$757K4,310+1,104add
411Financiere des Professionnels - Fonds d'investissement inc.$751K4,275−2,954trim
412Aptus Capital Advisors, LLC$751K4,273+906add
413CHOREO, LLC$750K4,270−1,554trim
414North Dakota State Investment Board$749K4,266−932trim
415Rafferty Asset Management, LLC$735K4,183−629trim
416Legacy Capital Group California, Inc.$730K4,157+4,157new
417Prospera Financial Services Inc$726K4,136+4,136new
418Brooklyn Investment Group$714K4,064+1,272add
419Kestra Advisory Services, LLC$693K3,948−3,091trim
420INTEGRITY ALLIANCE, LLC.$690K3,925−42trim
421Robeco Schweiz AG$687K3,910−33,000trim
422Advisors Capital Management, LLC$677K3,853−46trim
423Lombard Odier Asset Management (Switzerland) SA$667K3,796+3,796new
424Qtron Investments LLC$654K3,7220no change
425Suncoast Equity Management$648K3,690−735trim
426COLDSTREAM CAPITAL MANAGEMENT INC$629K3,582−438trim
427WOLFF WIESE MAGANA LLC$629K3,579+3,579new
428MIRABELLA FINANCIAL SERVICES LLP$627K3,572+965add
429Hills Bank & Trust Co$627K3,570−12trim
430Allworth Financial LP$622K3,542−6,023trim
431Krilogy Financial LLC$613K3,653−73trim
432BOOTHBAY FUND MANAGEMENT, LLC$610K3,472+1,800add
433TFB Advisors LLC$608K3,460+26add
434Regal Investment Advisors LLC$608K3,459+697add
435NATIONAL BANK OF CANADA /FI/$606K3,448−366trim
436MGO ONE SEVEN LLC$606K3,451−3,729trim
437Larson Financial Group LLC$604K3,436+1,818add
438Sigma Planning Corp$599K3,410−3,230trim
439Waverly Advisors, LLC$597K3,399+1,736add
440BBR PARTNERS, LLC$596K3,391+5add
441Callan Family Office, LLC$593K3,374+481add
442SkyOak Wealth, LLC$583K3,320−500trim
443Laird Norton Wetherby Trust Company, LLC$580K3,304−1,401trim
444MAI Capital Management$578K3,293+1,015add
445Beacon Pointe Advisors, LLC$576K3,278+1,988add
446Compound Planning, Inc.$569K3,241−815trim
447Circle Wealth Management, LLC$552K3,142−1,233trim
448Avidian Wealth Enterprises, LLC$550K3,131+3,131new
449HUTCHINSON CAPITAL MANAGEMENT/CA$548K3,121−4trim
450EXENCIAL WEALTH ADVISORS, LLC$546K3,107+3,107new
451EVENTIDE ASSET MANAGEMENT, LLC$539K3,066+552add
452Siemens Fonds Invest GmbH$527K3,002+84add
453UNIVEST FINANCIAL Corp$527K3,000−7,188trim
454UniSuper Management Pty Ltd$527K3,0000no change
455Rothschild Wealth LLC$526K2,997+1,952add
456Gilbert & Cook, Inc.$524K2,982+112add
457JAMISON PRIVATE WEALTH MANAGEMENT, INC.$521K2,9660no change
458Clear Harbor Asset Management, LLC$514K2,928−5,124trim
459Van Diest Capital, LLC$507K2,888+1,685add
460Empirical Asset Management, LLC$507K2,884+2,884new
461Perigon Wealth Management, LLC$502K2,860+190add
462KEYBANK NATIONAL ASSOCIATION/OH$498K2,836−751trim
463Cornell Pochily Investment Advisors, Inc.$497K2,828+143add
464PACES FERRY WEALTH ADVISORS, LLC$491K2,794−993trim
465REGIONS FINANCIAL CORP$489K2,784−2,921trim
466OXFORD ASSET MANAGEMENT LLP$485K2,763−3,742trim
46717 CAPITAL PARTNERS, LLC$484K2,758−940trim
468Polymer Capital Management (US) LLC$484K2,758−1,520trim
469Global Endowment Management, LP$484K2,757+1,368add
470HF Advisory Group, LLC$480K2,731+421add
471Polymer Capital Management (HK) LTD$474K2,699+2,699new
472First Growth Capital LLC$471K2,729+2,729new
473GeoWealth Management, LLC$463K2,634+573add
474EVOLVE PRIVATE WEALTH, LLC$461K2,626−501trim
475Chicago Partners Investment Group LLC$461K2,813+1,460add
476Evanson Asset Management, LLC$457K2,5990no change
477NIA IMPACT ADVISORS, LLC$448K2,550−3,079trim
478LOM Asset Management Ltd$448K2,5500no change
479WADDELL & ASSOCIATES, LLC$443K2,524+1,030add
480Marex Group Ltd$443K2,524+646add
481Apollon Wealth Management, LLC$440K2,507−190trim
482United Asset Strategies, Inc.$434K2,469+282add
483Americana Partners, LLC$428K2,437+184add
484Smartleaf Asset Management LLC$424K2,409−209trim
485Phoenix Financial Ltd.$421K2,313+2,313new
486TWIN CITY PRIVATE WEALTH, LLC$414K2,358+227add
487OneDigital Investment Advisors LLC$404K2,299+348add
4881834 INVESTMENT ADVISORS CO$403K2,293−371trim
489Formidable Asset Management, LLC$402K2,290+2,290new
490Summit Financial, LLC$398K2,264+154add
491D.A. DAVIDSON & CO.$394K2,245−6,497trim
492EntryPoint Capital, LLC$387K2,202+2,202new
493CFO4Life Group, LLC$385K2,190−31trim
494Rehmann Capital Advisory Group$380K2,166+510add
495SYM FINANCIAL Corp$379K2,159−724trim
496Tudor Financial Inc.$373K2,125−31trim
497WealthBridge Capital Management, LLC$373K2,122−185trim
498Blueshift Asset Management, LLC$372K2,119+2,119new
499State of Wyoming$369K2,100+1,145add
500Cape Investment Advisory, Inc.$367K2,090−162trim
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · VEEV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $10.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · VEEVA SYS INC

Merged timeline of congressional filings and notable-manager moves on VEEV
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+49,556 sh
2026-05-15Tiger Global Management 13Fexit−2,420,500 sh
2026-05-15Bridgewater Associates 13Fexit−91,766 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed VEEV — the congressional view ↗