Public record / Tickers / VEEV

VEEV — VEEVA SYSTEMS INC

Both disclosure regimes on one name: who in Congress filed about VEEV, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
20
all PTR rows naming VEEV
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-23
filed 2025-06-23
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Sale · traded 2020-07-22 → filed 2020-07-27. Ranked over every VEEV row by the provable lower bound, never a point estimate.

No member disclosed VEEV in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING VEEV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning VEEV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-23Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 05-29 +25d$1K–$15K
2025-06-09Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-16 +24d$1K–$15K
2025-04-14Byron Donalds R–FL-19Sale · SP (spouse-owned)Traded 03-20 +25d$1K–$15K
2025-04-14Byron Donalds R–FL-19SaleTraded 03-20 +25d$1K–$15K
2024-09-02John James R–MI-10SaleTraded 07-16 LATE·48d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 20 ↗

Members active in VEEV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed VEEV in the trailing 12 months.

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of VEEV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.0B1
2ALLIANCEBERNSTEIN L.P.$1.4B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
5Linonia Partnership LP$865M1
6PRINCIPAL FINANCIAL GROUP INC$728M1
7STATE STREET CORP$634M1
8FMR LLC$459M1
9AQR CAPITAL MANAGEMENT LLC$456M1
10TWO SIGMA INVESTMENTS, LP$320M1
11SCHRODER INVESTMENT MANAGEMENT GROUP$301M1
12FEDERATED HERMES, INC.$291M1
13Swedbank AB$289M1
14Pictet Asset Management Holding SA$280M1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$273M1
16WELLINGTON MANAGEMENT GROUP LLP$271M1
17Nuveen, LLC$267M1
18BANK OF AMERICA CORP /DE/$258M1
19MORGAN STANLEY$246M1
20NORTHERN TRUST CORP$201M1
21Qube Research & Technologies Ltd$194M1
22EDMOND DE ROTHSCHILD HOLDING S.A.$191M1
23BLAIR WILLIAM & CO/IL$188M1
24Legal & General Group Plc$179M1
25D. E. Shaw & Co., Inc.$176M1
26Amundi$174M1
27VANGUARD FIDUCIARY TRUST CO$167M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$160M1
29UBS Group AG$157M1
30Robeco Institutional Asset Management B.V.$157M1
31ROYAL BANK OF CANADA$153M1
32Capital World Investors$153M1
33CHARLES SCHWAB INVESTMENT MANAGEMENT INC$151M1
34Allianz Asset Management GmbH$131M1
35Champlain Investment Partners, LLC$130M1
36Man Group plc$119M1
37DEUTSCHE BANK AG\$118M1
38WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$113M1
39ABN AMRO Bank N.V.$111M1
40NORDEA INVESTMENT MANAGEMENT AB$100M1
41DIMENSIONAL FUND ADVISORS LP$96.4M1
42CANADA PENSION PLAN INVESTMENT BOARD$90.9M1
43FRANKLIN RESOURCES INC$90.3M1
44EMERGENCE GP PARTNERS, LLC$87.8M1
45FIRST TRUST ADVISORS LP$84.5M1
46NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$84.1M1
47Swiss National Bank$80.5M1
48Ashe Capital Management, LP$79.6M1
49Nellore Capital Management LLC$78.6M1
50ENVESTNET ASSET MANAGEMENT INC$76.2M1
51CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$74.7M1
52VOLORIDGE INVESTMENT MANAGEMENT, LLC$73.3M1
53BNP Paribas Asset Management Holding S.A.$70.2M1
54RAYMOND JAMES FINANCIAL INC$68.6M1
55Assenagon Asset Management S.A.$61.3M1
56Artisan Partners Limited Partnership$60.5M1
57Squarepoint Ops LLC$58.7M1
58Quantum Capital Management, LLC / NJ$55.7M1
59Seilern Investment Management Ltd$55.6M1
60Alfreton Capital LLP$52.7M1
61Chicago Capital, LLC$51.8M1
62TD ASSET MANAGEMENT INC$47.8M1
63WELLS FARGO & COMPANY/MN$47.8M1
64Empower Advisory Group, LLC$47.5M1
65CDAM (UK) Ltd$46.6M1
66Candriam S.C.A.$45.2M1
67VANGUARD ASSET MANAGEMENT, Ltd$45.2M1
68SEB Asset Management AB$45.0M1
69Trexquant Investment LP$44.3M1
70GREENOAKS CAPITAL PARTNERS LLC$43.9M1
71Susquehanna Portfolio Strategies, LLC$40.2M1
72National Pension Service$40.2M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$39.8M1
74CIBC Bancorp USA Inc.$39.6M1
75HSBC HOLDINGS PLC$39.1M1
76PANAGORA ASSET MANAGEMENT INC$38.5M1
77SEI INVESTMENTS CO$38.5M1
78Invesco Ltd.$37.9M1
79Lead Edge Capital Management, LLC$37.7M1
80CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$37.2M1
81WORLDQUANT MILLENNIUM ADVISORS LLC$36.9M1
82TEACHER RETIREMENT SYSTEM OF TEXAS$33.8M1
83Route One Investment Company, L.P.$32.0M1
84FIL Ltd$30.8M1
85CITIGROUP INC$30.6M1
86LPL Financial LLC$30.4M1
87Connor, Clark & Lunn Investment Management Ltd.$30.1M1
88Mitsubishi UFJ Asset Management Co., Ltd.$29.7M1
89BAMCO INC /NY/$29.5M1
90SUSQUEHANNA INTERNATIONAL GROUP, LLP$29.0M1
91MAKENA CAPITAL MANAGEMENT LLC$27.3M1
92ExodusPoint Capital Management, LP$26.7M1
93CITADEL ADVISORS LLC$26.6M1
94Aware Super Pty Ltd as trustee of Aware Super$26.1M1
95Baird Financial Group, Inc.$25.9M1
96ROCKLAND TRUST CO$25.1M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$25.1M1
98Corient Private Wealth LLC$25.0M1
99IEQ CAPITAL, LLC$23.8M1
100AVIVA PLC$23.7M1
101AMERICAN CENTURY COMPANIES INC$23.4M1
102STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$23.0M1
103Korea Investment CORP$23.0M1
104US BANCORP \DE\$22.3M1
105ASSETMARK, INC$22.2M1
106Cerity Partners LLC$21.7M1
107MASSACHUSETTS FINANCIAL SERVICES CO /MA/$20.6M1
108Quantinno Capital Management LP$20.3M1
109BROWN CAPITAL MANAGEMENT LLC$20.2M1
110Jain Global LLC$19.3M1
111Sellaronda Global Management LP$19.3M1
112Smith Group Asset Management, LLC$18.9M1
113Aberdeen Group plc$17.3M1
114ThornTree Capital Partners LP$17.1M1
115STIFEL FINANCIAL CORP$15.8M1
116ABN AMRO INVESTMENT SOLUTIONS$15.8M1
117Distillate Capital Partners LLC$15.5M1
118Mariner, LLC$15.5M1
119STATE OF WISCONSIN INVESTMENT BOARD$15.2M1
120Prosight Management, LP$15.2M1
121Rhenman & Partners Asset Management AB$15.0M1
122CROSSLINK CAPITAL INC$14.4M1
123Ensign Peak Advisors, Inc$13.9M1
124Vanguard Investments Australia, Ltd.$13.6M1
125BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.4M1
126Lansforsakringar Fondforvaltning AB (publ)$13.3M1
127BLI - Banque de Luxembourg Investments$13.3M1
128Vanguard Global Advisers, LLC$13.2M1
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.0M1
130KR Capital LP$13.0M1
131Cetera Investment Advisers$12.5M1
132CREDIT AGRICOLE S A$12.4M1
133ROYAL LONDON ASSET MANAGEMENT LTD$12.4M1
134Y-Intercept (Hong Kong) Ltd$12.3M1
135VOYA INVESTMENT MANAGEMENT LLC$12.2M1
136HANCOCK WHITNEY CORP$12.1M1
137M&G Plc$11.9M1
138APG Asset Management N.V.$11.8M1
139Bank Julius Baer & Co. Ltd, Zurich$11.6M1
140Schonfeld Strategic Advisors LLC$11.5M1
141Creative Planning$11.4M1
142Empowered Funds, LLC$11.2M1
143STOREBRAND ASSET MANAGEMENT AS$11.2M1
144Asset Management One Co., Ltd.$11.0M1
145ING GROEP NV$10.9M1
146CWM, LLC$10.7M1
147MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.6M1
148Gotham Asset Management, LLC$10.6M1
149Stephens Investment Management Group LLC$10.0M1
150Bellevue Group AG$9.9M1
151MILLENNIUM MANAGEMENT LLC$9.7M1
152State of New Jersey Common Pension Fund D$9.4M1
153PRUDENTIAL PLC$8.9M1
154NOMURA ASSET MANAGEMENT CO LTD$8.6M1
155FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$8.4M1
156Investment Management Corp of Ontario$8.4M1
157Resona Asset Management Co.,Ltd.$8.4M1
158Merit Financial Group, LLC$8.3M1
159PFA Pension, Forsikringsaktieselskab$8.3M1
160MML INVESTORS SERVICES, LLC$8.2M1
161Tredje AP-fonden$8.2M1
162OLD NATIONAL BANCORP /IN/$8.1M1
163BROWN ADVISORY INC$8.0M1
164Allspring Global Investments Holdings, LLC$7.9M1
165OBERNDORF WILLIAM E$7.9M1
166Cornerstone Advisors, LLC$7.8M1
167ARCADIA INVESTMENT MANAGEMENT CORP/MI$7.7M1
168Swiss Life Asset Management Ltd$7.7M1
169BRIGHT ROCK CAPITAL MANAGEMENT, LLC$7.6M1
170Arizona State Retirement System$7.5M1
171Vinva Investment Management Ltd$7.2M1
172NorthCrest Asset Manangement, LLC$6.9M1
173STRATEGIC PLANNING GROUP, LLC$6.8M1
174WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.7M1
175Eurizon Capital SGR S.p.A.$6.7M1
176GATEWAY INVESTMENT ADVISERS LLC$6.6M1
177Engineers Gate Manager LP$6.6M1
178EVERGREEN CAPITAL MANAGEMENT LLC$6.4M1
179Havemeyer Place LP$6.3M1
180Montanaro Asset Management Ltd$6.3M1
181GOODNOW INVESTMENT GROUP, LLC$6.3M1
182EFG International AG$6.2M1
183Focus Partners Wealth$6.1M1
184Walleye Capital LLC$6.0M1
185Varma Mutual Pension Insurance Co$6.0M1
186Slow Capital, Inc.$5.8M1
187Long Path Partners LP$5.8M1
188MERCER GLOBAL ADVISORS INC /ADV$5.8M1
189XPONANCE LLC$5.7M1
190LAZARD ASSET MANAGEMENT LLC$5.6M1
191Edgestream Partners, L.P.$5.6M1
192Lido Advisors, LLC$5.5M1
193BANK OF MONTREAL /CAN/$5.5M1
194OCCUDO QUANTITATIVE STRATEGIES LP$5.5M1
195IFM Investors Pty Ltd$5.3M1
196FRONTIER CAPITAL MANAGEMENT CO LLC$5.3M1
197AZZAD ASSET MANAGEMENT INC /ADV$5.1M1
198PRUDENTIAL FINANCIAL INC$5.1M1
199Federation des caisses Desjardins du Quebec$5.1M1
200BALDWIN WEALTH PARTNERS LLC/MA$5.0M1
201OPPENHEIMER ASSET MANAGEMENT INC.$4.9M1
202USS Investment Management Ltd$4.8M1
203Bell Asset Management Ltd$4.7M1
204TRUIST FINANCIAL CORP$4.7M1
205EAGLE GLOBAL ADVISORS LLC$4.7M1
206NLB Skladi, upravljanje premozenja, d.o.o.$4.6M1
207Sequoia Financial Advisors, LLC$4.6M1
208Old North State Wealth Management, LLC$4.5M1
209Square Wave Capital, LLC$4.4M1
210Inspire Investing, LLC$4.4M1
211Long Corridor Asset Management Ltd$4.4M1
212Daiwa Securities Group Inc.$4.4M1
213Moran Wealth Management, LLC$4.3M1
214Utah Retirement Systems$4.3M1
215Capital Investment Counsel, Inc$4.2M1
216Generali Investments, Management Co LLC$4.1M1
217Compass Wealth Management LLC$4.0M1
218DNCA FINANCE$3.9M1
219Verition Fund Management LLC$3.9M1
220Mitsubishi UFJ Trust & Banking Corp$3.9M1
221Citizens Business Bank$3.8M1
222BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.8M1
223NorthRock Partners, LLC$3.8M1
224TORONTO DOMINION BANK$3.7M1
225Elo Mutual Pension Insurance Co$3.7M1
226COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
227CEERA INVESTMENTS, LLC$3.7M1
228Union Bancaire Privee, UBP SA$3.6M1
229MACQUARIE GROUP LTD$3.6M1
230Snider Financial Group$3.6M1
231Tidal Investments LLC$3.5M1
232NISSAY ASSET MANAGEMENT CORP /JAPAN$3.5M1
233SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.5M1
234FIRST FOUNDATION ADVISORS$3.4M1
235Legal Advantage Investments, Inc.$3.4M1
236Silvant Capital Management LLC$3.4M1
237OSAIC HOLDINGS, INC.$3.4M1
238SHERMAN PORFOLIOS, LLC$3.4M1
239Militia Capital Management LLC$3.4M1
240Blue Zone Wealth Advisors, LLC$3.3M1
241Calamos Advisors LLC$3.3M1
242Calamos Wealth Management LLC$3.3M1
243CHANNEL WEALTH LLC$3.3M1
244Trilogy Capital Inc.$3.2M1
245PINKERTON WEALTH, LLC$3.2M1
246LBP AM SA$3.1M1
247SCOTIA CAPITAL INC.$3.1M1
248MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.1M1
249BROWN, LISLE/CUMMINGS, INC.$3.1M1
250Weiss Asset Management LP$3.1M1
251O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.0M1
252MISSION WEALTH MANAGEMENT, LP$3.0M1
253Diversified Trust Co$2.9M1
254OP Asset Management Ltd$2.9M1
255Walleye Trading LLC$2.9M1
256FORA Capital, LLC$2.8M1
257Baer Investment Advisory LLC$2.8M1
258Janus Henderson Group Ltd.$2.8M1
259DDD Partners, LLC$2.8M1
260HighTower Advisors, LLC$2.8M1
261Magnetar Financial LLC$2.8M1
262Selective Wealth Management, Inc.$2.7M1
263Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
264ARTHUR M. COHEN & ASSOCIATES, LLC$2.7M1
265GUGGENHEIM CAPITAL LLC$2.7M1
266QRG CAPITAL MANAGEMENT, INC.$2.6M1
267COMMERCE BANK$2.6M1
268Vanguard Personalized Indexing Management, LLC$2.6M1
269Texas Yale Capital Corp.$2.5M1
270MACKENZIE FINANCIAL CORP$2.5M1
271Brevan Howard Capital Management LP$2.5M1
272Steward Partners Investment Advisory, LLC$2.5M1
273NWAM LLC$2.5M1
274Paragon Advisors, LLC$2.4M1
275INTECH INVESTMENT MANAGEMENT LLC$2.3M1
276Linden Thomas Advisory Services, LLC$2.3M1
277Machina Capital S.A.S.$2.3M1
278William Allan Corp$2.2M1
279World Investment Advisors$2.2M1
280HB Wealth Management, LLC$2.2M1
281Vontobel Holding Ltd.$2.2M1
282Atlantic Union Bankshares Corp$2.2M1
283Pinnacle Financial Partners, Inc.$2.2M1
284CGN Advisors LLC$2.2M1
285PRINCIPAL SECURITIES, INC.$2.2M1
286Generali Asset Management SPA SGR$2.1M1
287DIVERSIFY WEALTH MANAGEMENT, LLC$2.1M1
288Graham Capital Management, L.P.$2.1M1
289LGT Group Foundation$2.0M1
290Linscomb Wealth, Inc.$2.0M1
291ASR Vermogensbeheer N.V.$2.0M1
292Boomfish Wealth Group, LLC$2.0M1
293ICICI Prudential Asset Management Co Ltd$2.0M1
294AMF Tjanstepension AB$2.0M1
295Aurora Investment Counsel$2.0M1
296BANK OF NOVA SCOTIA$2.0M1
297PLATINUM INVESTMENT MANAGEMENT LTD$2.0M1
298&PARTNERS$1.9M1
299Oak Thistle LLC$1.9M1
300Fort Point Capital Partners LLC$1.9M1
301XTX Topco Ltd$1.9M1
302MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
303ODDO BHF ASSET MANAGEMENT SAS$1.9M1
304Rare Wolf Capital LLC$1.8M1
305POSTROCK PARTNERS LLC$1.8M1
306Leelyn Smith, LLC$1.8M1
307Apella Capital, LLC$1.8M1
308Numerai GP LLC$1.8M1
309Knollwood Investment Advisory, LLC$1.8M1
310PERRYMAN FINANCIAL ADVISORY INC /AD$1.8M1
311Mirae Asset Global Investments Co., Ltd.$1.8M1
312Y.D. More Investments Ltd$1.8M1
313Avanza Fonder AB$1.8M1
314FIFTH THIRD BANCORP$1.7M1
315RITHOLTZ WEALTH MANAGEMENT$1.7M1
316M&T BANK CORP$1.7M1
317East Coast Asset Management, LLC.$1.7M1
318Banque Cantonale Vaudoise$1.7M1
319Pathstone Holdings, LLC$1.7M1
320NewEdge Advisors, LLC$1.6M1
321FIDUCIARY TRUST CO$1.6M1
322INCEPTIONR LLC$1.6M1
323Select Equity Group, L.P.$1.6M1
324Sanctuary Advisors, LLC$1.6M1
325Virtus Family Office LLC$1.5M1
326Bridgefront Capital, LLC$1.5M1
327FOX RUN MANAGEMENT, L.L.C.$1.5M1
328Lighthouse Investment Partners, LLC$1.5M1
329Dynamic Technology Lab Private Ltd$1.4M1
330Atria Investments, Inc$1.4M1
331Orion Capital Management LLC$1.4M1
332Focus Partners Advisor Solutions, LLC$1.4M1
333BENJAMIN EDWARDS INC$1.4M1
334Greenfield Seitz Capital Management, LLC$1.4M1
335Pallas Capital Advisors LLC$1.4M1
336NATIXIS$1.4M1
337Odyssean, LLC$1.3M1
338CIBC Asset Management Inc$1.3M1
339Patten Group, Inc.$1.3M1
340Osmosis Investment Management UK Ltd$1.3M1
341Orion Porfolio Solutions, LLC$1.3M1
342Maryland State Retirement & Pension System$1.3M1
343Summit Trail Advisors, LLC$1.3M1
344Laurion Capital Management LP$1.3M1
345OMERS ADMINISTRATION Corp$1.3M1
346Barbara Oil Co.$1.1M1
347CHICAGO TRUST Co NA$1.1M1
348Sava Infond d.o.o.$1.1M1
349ELWOOD CAPITAL PARTNERS LP$1.1M1
350Rockefeller Capital Management L.P.$1.1M1
351TOKIO MARINE ASSET MANAGEMENT CO LTD$1.1M1
352Triangle Securities Wealth Management$1.1M1
3532Xideas AG$1.1M1
354Woodline Partners LP$1.1M1
355Third View Private Wealth, LLC$1.1M1
356Harrington Investments, INC$1.1M1
357Cumberland Partners Ltd$1.1M1
358NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
359Goelzer Investment Management, Inc.$1.1M1
360WINTON GROUP Ltd$1.0M1
361Verdence Capital Advisors LLC$1.0M1
362INDEPENDENT FINANCIAL GROUP, LLC$1.0M1
363Dai-ichi Life Insurance Company, Ltd$1.0M1
364MASTERINVEST Kapitalanlage GmbH$1.0M1
365Kingsview Wealth Management, LLC$1.0M1
366Wealthfront Advisers LLC$1.0M1
367CIM, LLC$1.0M1
368Envestnet Portfolio Solutions, Inc.$1.0M1
369ALPS ADVISORS INC$999K1
370Vident Advisory, LLC$986K1
371WELCH & FORBES LLC$983K1
372Metis Global Partners, LLC$966K1
373Mawer Investment Management Ltd.$965K1
374Curi Capital, LLC$963K1
375UNITED CAPITAL FINANCIAL ADVISORS, LLC$953K1
376Mirador Capital Partners LP$950K1
377Alpine Global Management, LLC$946K1
378Gallagher Capital Advisors, LLC$940K1
379Fieldview Capital Management, LLC$937K1
380Voya Financial Advisors, Inc.$937K1
381LRT Capital Management, LLC$921K1
382Clearstead Advisors, LLC$918K1
383GLOBALT Investments LLC / GA$910K1
384EXCHANGE TRADED CONCEPTS, LLC$898K1
385Bull Harbor Capital LLC$874K1
386ANCHYRA PARTNERS LLC$869K1
387EP Wealth Advisors, LLC$867K1
388Perbak Capital Partners LLP$864K1
389AE Wealth Management LLC$857K1
390AXQ CAPITAL, LP$854K1
391OPPENHEIMER & CO INC$854K1
392PROFUND ADVISORS LLC$853K1
393Columbia Bank$851K1
3941832 Asset Management L.P.$845K1
395THORNBURG INVESTMENT MANAGEMENT INC$844K1
396Dana Investment Advisors, Inc.$842K1
397Cresset Asset Management, LLC$829K1
398Hennion & Walsh Asset Management, Inc.$826K1
399NEW YORK LIFE INVESTMENT MANAGEMENT LLC$822K1
400EVOKE WEALTH, LLC$822K1
401Fairman Group, LLC$818K1
402JANE STREET GROUP, LLC$817K1
403Arax Advisory Partners$811K1
404C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$809K1
405DAVENPORT & Co LLC$796K1
406Private Advisor Group, LLC$787K1
407CITIZENS FINANCIAL GROUP INC/RI$782K1
408Directional Asset Management$767K1
409New England Research & Management, Inc.$759K1
410Meeder Advisory Services, Inc.$757K1
411Financiere des Professionnels - Fonds d'investissement inc.$751K1
412Aptus Capital Advisors, LLC$751K1
413CHOREO, LLC$750K1
414North Dakota State Investment Board$749K1
415Rafferty Asset Management, LLC$735K1
416Legacy Capital Group California, Inc.$730K1
417Prospera Financial Services Inc$726K1
418Brooklyn Investment Group$714K1
419Kestra Advisory Services, LLC$693K1
420INTEGRITY ALLIANCE, LLC.$690K1
421Robeco Schweiz AG$687K1
422Advisors Capital Management, LLC$677K1
423Lombard Odier Asset Management (Switzerland) SA$667K1
424Qtron Investments LLC$654K1
425Suncoast Equity Management$648K1
426COLDSTREAM CAPITAL MANAGEMENT INC$629K1
427WOLFF WIESE MAGANA LLC$629K1
428MIRABELLA FINANCIAL SERVICES LLP$627K1
429Hills Bank & Trust Co$627K1
430Allworth Financial LP$622K1
431Krilogy Financial LLC$613K1
432BOOTHBAY FUND MANAGEMENT, LLC$610K1
433TFB Advisors LLC$608K1
434Regal Investment Advisors LLC$608K1
435NATIONAL BANK OF CANADA /FI/$606K1
436MGO ONE SEVEN LLC$606K1
437Larson Financial Group LLC$604K1
438Sigma Planning Corp$599K1
439Waverly Advisors, LLC$597K1
440BBR PARTNERS, LLC$596K1
441Callan Family Office, LLC$593K1
442SkyOak Wealth, LLC$583K1
443Laird Norton Wetherby Trust Company, LLC$580K1
444MAI Capital Management$578K1
445Beacon Pointe Advisors, LLC$576K1
446Compound Planning, Inc.$569K1
447Circle Wealth Management, LLC$552K1
448Avidian Wealth Enterprises, LLC$550K1
449HUTCHINSON CAPITAL MANAGEMENT/CA$548K1
450EXENCIAL WEALTH ADVISORS, LLC$546K1
451EVENTIDE ASSET MANAGEMENT, LLC$539K1
452Siemens Fonds Invest GmbH$527K1
453UNIVEST FINANCIAL Corp$527K1
454UniSuper Management Pty Ltd$527K1
455Rothschild Wealth LLC$526K1
456Gilbert & Cook, Inc.$524K1
457JAMISON PRIVATE WEALTH MANAGEMENT, INC.$521K1
458Clear Harbor Asset Management, LLC$514K1
459Van Diest Capital, LLC$507K1
460Empirical Asset Management, LLC$507K1
461Perigon Wealth Management, LLC$502K1
462KEYBANK NATIONAL ASSOCIATION/OH$498K1
463Cornell Pochily Investment Advisors, Inc.$497K1
464PACES FERRY WEALTH ADVISORS, LLC$491K1
465REGIONS FINANCIAL CORP$489K1
466OXFORD ASSET MANAGEMENT LLP$485K1
46717 CAPITAL PARTNERS, LLC$484K1
468Polymer Capital Management (US) LLC$484K1
469Global Endowment Management, LP$484K1
470HF Advisory Group, LLC$480K1
471Polymer Capital Management (HK) LTD$474K1
472First Growth Capital LLC$471K1
473GeoWealth Management, LLC$463K1
474EVOLVE PRIVATE WEALTH, LLC$461K1
475Chicago Partners Investment Group LLC$461K1
476Evanson Asset Management, LLC$457K1
477NIA IMPACT ADVISORS, LLC$448K1
478LOM Asset Management Ltd$448K1
479WADDELL & ASSOCIATES, LLC$443K1
480Marex Group Ltd$443K1
481Apollon Wealth Management, LLC$440K1
482United Asset Strategies, Inc.$434K1
483Americana Partners, LLC$428K1
484Smartleaf Asset Management LLC$424K1
485Phoenix Financial Ltd.$421K1
486TWIN CITY PRIVATE WEALTH, LLC$414K1
487OneDigital Investment Advisors LLC$404K1
4881834 INVESTMENT ADVISORS CO$403K1
489Formidable Asset Management, LLC$402K1
490Summit Financial, LLC$398K1
491D.A. DAVIDSON & CO.$394K1
492EntryPoint Capital, LLC$387K1
493CFO4Life Group, LLC$385K1
494Rehmann Capital Advisory Group$380K1
495SYM FINANCIAL Corp$379K1
496Tudor Financial Inc.$373K1
497WealthBridge Capital Management, LLC$373K1
498Blueshift Asset Management, LLC$372K1
499State of Wyoming$369K1
500Cape Investment Advisory, Inc.$367K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on VEEV

RETAINED WINDOW · ACTIVE HITS

Zero hits on VEEV in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for VEEV · financials and macro

Financials — as filed PLANNED

VEEV's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: VEEV on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing