2 tracked superinvestors hold VEEVA SYS INC (VEEV), worth $332M combined, led by Brian Berghuis. Smart money is accumulating VEEV as of the latest 13F filings.
Current price
$275.09
+1.9%
1Y
Veeva Systems Inc. is a leading provider of cloud-based software solutions, exclusively dedicated to the global life sciences industry. Its extensive operational presence spans across North America, Europe, the Asia Pacific region, the Middle East, Africa, and Latin America. The company's product portfolio is primarily structured around two major offerings. First, the Veeva Commercial Cloud…
Market cap
$28.2B
P/E
31.54
Div yield
0.0%
Revenue YoY
16.3%
Analyst target
$290
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$332M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating VEEV: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
VEEVA SYS INC (VEEV) is held by 2 tracked funds worth $332M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Brian Berghuis at 1.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Terry Smith), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 1.3% | $286M | |
| New buy | 1% | $46M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $2M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Thomas Schwenger | Officer | 8,000 | $2M | 2026-08-27 |
Which superinvestors own VEEV?
2 tracked funds hold VEEVA SYS INC (VEEV), the largest being Brian Berghuis (T. Rowe Price Mid-Cap Growth) at 1.3% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling VEEV?
In the most recent 13F quarter, 1 tracked fund added or opened VEEV and 0 trimmed it, including 1 brand-new position.
How much VEEV do tracked funds hold?
Combined disclosed long exposure to VEEV across tracked superinvestors is $332M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.