Balyasny Asset Management’s Veeva Systems VEEV Stock Holding History

Balyasny Asset 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
2025 Q4	–	Sell	-82,000	Closed	-$24.4M	–	3592
2025 Q3	$24.4M	Buy	+82,000	New	+$23.1M	0.03%	627
2025 Q1	–	Sell	-4,800	Closed	-$1.01M	–	3317
2024 Q4	$1.01M	Sell	4,800 -800	-14%	-$176K	﹤0.01%	1947
2024 Q3	$1.18M	Buy	+5,600	New	+$1.11M	﹤0.01%	1897
2024 Q2	–	Sell	-50,000	Closed	-$11.6M	–	3143
2024 Q1	$11.6M	Buy	+50,000	New	+$10.8M	0.02%	852
2023 Q4	–	Sell	-227,500	Closed	-$46.3M	–	2940
2023 Q3	$46.3M	Buy	227,500 +97,500	+75%	+$19.6M	0.09%	293
2023 Q2	$25.7M	Buy	+130,000	New	+$23.7M	0.06%	445
2023 Q1	–	Sell	-50,000	Closed	-$8.07M	–	3188
2022 Q4	$8.07M	Buy	+50,000	New	+$8.54M	0.02%	824
2020 Q4	–	Sell	-20,000	Closed	-$5.62M	–	1728
2020 Q3	$5.62M	Buy	+20,000	New	+$5.27M	0.04%	572
2020 Q1	–	Sell	-85,000	Closed	-$12M	–	1547
2019 Q4	$12M	Buy	+85,000	New	+$12.5M	0.07%	375
2017 Q4	–	Sell	-25,000	Closed	-$1.41M	–	2340
2017 Q3	$1.41M	Buy	+25,000	New	+$1.52M	0.01%	1067

Other funds holding VEEV

BlackRock New York $5.72T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Balyasny Asset Management's VEEV Position: Q1 2026 in Review

Balyasny Asset Management reduced its Veeva Systems (VEEV) stake by 100% in Q1 2026, selling an estimated $83.3M and leaving 1,162 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Balyasny Asset Management first reported a position in VEEV in Q3 2016 and has held it in 25 quarters since. The position peaked at $94.9M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Balyasny Asset Management held 1,162 shares of Veeva Systems worth $204K as of Q1 2026.
Balyasny Asset Management sold 423,782 Veeva Systems shares in Q1 2026, an estimated $83.3M.
Veeva Systems made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2699 holding.
Balyasny Asset Management first reported a position in Veeva Systems in Q3 2016 and has held it in 25 quarters since.
Balyasny Asset Management's Veeva Systems position peaked at $94.9M in Q4 2025.
1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

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