Ashe Capital Management’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$75.2M Sell
423,917
-29,500
-7% -$4.86M 8.08% 7
2026
Q1
$79.6M Sell
453,417
-14,500
-3% -$2.85M 9.99% 6
2025
Q4
$104M Sell
467,917
-82,574
-15% -$21.9M 10.12% 5
2025
Q3
$164M Hold
550,491
– – 11.56% 4
2025
Q2
$159M Hold
550,491
– – 12.35% 4
2025
Q1
$128M Hold
550,491
– – 11.4% 4
2024
Q4
$116M Hold
550,491
– – 9.52% 6
2024
Q3
$116M Hold
550,491
– – 9.2% 5
2024
Q2
$101M Buy
550,491
+242,491
+79% +$48.1M 8.32% 5
2024
Q1
$71.4M Buy
+308,000
New +$66.5M 5.82% 6

Other funds holding VEEV

Ashe Capital Management's VEEV Position: Q2 2026 in Review

Ashe Capital Management reduced its Veeva Systems (VEEV) stake by 6.5% in Q2 2026, selling an estimated $4.86M and leaving 423,917 shares worth $75.2M. The position accounts for 8.08% of the portfolio, ranked #7.

Ashe Capital Management first reported a position in VEEV in Q1 2024 and has held it in 10 quarters since. The position peaked at $164M in Q3 2025. 1,066 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Ashe Capital Management held 423,917 shares of Veeva Systems worth $75.2M as of Q2 2026.
  • Ashe Capital Management sold 29,500 Veeva Systems shares in Q2 2026, an estimated $4.86M.
  • Veeva Systems made up 8.08% of Ashe Capital Management's portfolio in Q2 2026, its #7 holding.
  • Ashe Capital Management first reported a position in Veeva Systems in Q1 2024 and has held it in 10 quarters since.
  • Ashe Capital Management's Veeva Systems position peaked at $164M in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Ashe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.