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Atala Financial’s Veeva Systems VEEV Stock Holding History

Atala Financial’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 		– Sell
-953
Closed -$213K – 130
2025
Q4 		$213K Hold
953
– – 0.14% 116
2025
Q3 		$284K Hold
953
– – 0.18% 104
2025
Q2 		$274K Buy
953
+850
+825% +$211K 0.19% 105
2025
Q1 		$23.9K Hold
103
– – 0.02% 224
2024
Q4 		$21.7K Buy
+103
New +$22.7K 0.02% 243

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atala Financial's VEEV Position: Q1 2026 in Review

Atala Financial sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 953 shares — an estimated $213K sold.

Atala Financial first reported a position in VEEV in Q4 2024 and held it in 5 quarters. The position peaked at $284K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Atala Financial reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Atala Financial sold 953 Veeva Systems shares in Q1 2026, an estimated $213K.
  • Atala Financial first reported a position in Veeva Systems in Q4 2024 and held it in 5 quarters.
  • Atala Financial's Veeva Systems position peaked at $284K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.