AssetMark Inc
VEEV icon

AssetMark Inc’s Veeva Systems VEEV Stock Holding History

AssetMark Inc’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
Q3 		$27.8M Sell
97,511
-94
-0.1% -$22.1K 0.05% 298
2026
Q2 		$17.3M Sell
97,605
-28,800
-23% -$4.75M 0.03% 391
2026
Q1 		$22.2M Sell
126,405
-4,636
-4% -$911K 0.05% 316
2025
Q4 		$29.3M Buy
131,041
+22,747
+21% +$6.04M 0.06% 256
2025
Q3 		$32.3M Buy
108,294
+19,695
+22% +$5.54M 0.07% 220
2025
Q2 		$25.5M Buy
88,599
+18,081
+26% +$4.48M 0.06% 242
2025
Q1 		$16.3M Sell
70,518
-14,938
-17% -$3.41M 0.04% 285
2024
Q4 		$18M Buy
85,456
+37,251
+77% +$8.19M 0.05% 265
2024
Q3 		$10.1M Buy
48,205
+15,289
+46% +$3.02M 0.03% 327
2024
Q2 		$6.02M Buy
32,916
+2,381
+8% +$473K 0.02% 396
2024
Q1 		$7.07M Buy
30,535
+8,594
+39% +$1.85M 0.02% 354
2023
Q4 		$4.22M Sell
21,941
-6,196
-22% -$1.17M 0.02% 404
2023
Q3 		$5.72M Buy
28,137
+842
+3% +$170K 0.02% 334
2023
Q2 		$5.4M Buy
27,295
+4,132
+18% +$754K 0.02% 327
2023
Q1 		$4.26M Buy
23,163
+6,165
+36% +$1.05M 0.02% 342
2022
Q4 		$2.74M Buy
16,998
+4,806
+39% +$821K 0.01% 386
2022
Q3 		$2.01M Buy
12,192
+7,077
+138% +$1.41M 0.01% 387
2022
Q2 		$1.01M Buy
5,115
+753
+17% +$139K ﹤0.01% 488
2022
Q1 		$927K Buy
4,362
+2,135
+96% +$463K ﹤0.01% 488
2021
Q4 		$569K Buy
2,227
+2,018
+966% +$587K ﹤0.01% 517
2021
Q3 		$60K Buy
+209
New +$66.3K ﹤0.01% 754
2021
Q1 		– Sell
-13
Closed -$4K – 1543
2020
Q4 		$4K Hold
13
– – ﹤0.01% 1084
2020
Q3 		$4K Sell
13
-1,544
-99% -$407K ﹤0.01% 1023
2020
Q2 		$365K Sell
1,557
-596
-28% -$118K ﹤0.01% 423
2020
Q1 		$337K Buy
+2,153
New +$316K ﹤0.01% 416
2018
Q1 		– Sell
-11
Closed -$1K – 2005
2017
Q4 		$1K Buy
+11
New +$648 ﹤0.01% 1733

Other funds holding VEEV

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

AssetMark Inc's VEEV Position: Q3 2026 in Review

AssetMark Inc reduced its Veeva Systems (VEEV) stake by 0.1% in Q3 2026, selling an estimated $22.1K and leaving 97,511 shares worth $27.8M. The position accounts for 0.05% of the portfolio, ranked #298.

AssetMark Inc first reported a position in VEEV in Q4 2017 and has held it in 26 quarters since. The position peaked at $32.3M in Q3 2025. 502 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • AssetMark Inc held 97,511 shares of Veeva Systems worth $27.8M as of Q3 2026.
  • AssetMark Inc sold 94 Veeva Systems shares in Q3 2026, an estimated $22.1K.
  • Veeva Systems made up 0.05% of AssetMark Inc's portfolio in Q3 2026, its #298 holding.
  • AssetMark Inc first reported a position in Veeva Systems in Q4 2017 and has held it in 26 quarters since.
  • AssetMark Inc's Veeva Systems position peaked at $32.3M in Q3 2025.
  • 502 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.