Ashe Capital Management’s Veeva Systems VEEV Stock Holding History

Ashe Capital Management’s Portfolio VEEV Stock Details VEEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ashe Capital Management's VEEV Position: Q1 2026 in Review

Ashe Capital Management reduced its Veeva Systems (VEEV) stake by 3.1% in Q1 2026, selling an estimated $2.85M and leaving 453,417 shares worth $79.6M. The position accounts for 9.99% of the portfolio, ranked #6.

Ashe Capital Management first reported a position in VEEV in Q1 2024 and has held it in 9 quarters since. The position peaked at $164M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Ashe Capital Management held 453,417 shares of Veeva Systems worth $79.6M as of Q1 2026.
Ashe Capital Management sold 14,500 Veeva Systems shares in Q1 2026, an estimated $2.85M.
Veeva Systems made up 9.99% of Ashe Capital Management's portfolio in Q1 2026, its #6 holding.
Ashe Capital Management first reported a position in Veeva Systems in Q1 2024 and has held it in 9 quarters since.
Ashe Capital Management's Veeva Systems position peaked at $164M in Q3 2025.
1,019 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Ashe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.