Blue Whale Capital’s Veeva Systems VEEV Stock Holding History

Blue Whale Capital’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
2024 Q1	–	Sell	-98,500	Closed	-$19M	–	18
2023 Q4	$19M	Sell	98,500 -146,000	-60%	-$27.5M	2.43%	15
2023 Q3	$49.7M	Sell	244,500 -27,500	-10%	-$5.54M	8.01%	6
2023 Q2	$53.8M	Sell	272,000 -39,500	-13%	-$7.2M	8.26%	5
2023 Q1	$57.3M	Hold	311,500	–	–	9.47%	4
2022 Q4	$50.3M	Buy	311,500 +95,750	+44%	+$16.4M	8.57%	3
2022 Q3	$35.6M	Buy	215,750 +9,750	+5%	+$1.95M	6.36%	9
2022 Q2	$40.8M	Sell	206,000 -130,000	-39%	-$23.9M	6%	9
2022 Q1	$71.4M	Buy	336,000 +73,700	+28%	+$16M	6.86%	6
2021 Q4	$67M	Buy	262,300 +52,300	+25%	+$15.2M	5.46%	8
2021 Q3	$60.5M	Buy	210,000 +127,700	+155%	+$40.5M	5.74%	9
2021 Q2	$25.6M	Buy	82,300 +27,300	+50%	+$7.61M	2.91%	15
2021 Q1	$14.4M	Buy	+55,000	New	+$15.3M	1.9%	17

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Blue Whale Capital's VEEV Position: Q1 2024 in Review

Blue Whale Capital sold out of Veeva Systems (VEEV) in Q1 2024, closing a stake of 98,500 shares — an estimated $19M sold.

Blue Whale Capital first reported a position in VEEV in Q1 2021 and held it in 12 quarters. The position peaked at $71.4M in Q1 2022. 917 funds tracked by Wall St. Rank hold VEEV as of Q1 2024.

Blue Whale Capital reported no remaining Veeva Systems position as of Q1 2024 after selling out during the quarter.
Blue Whale Capital sold 98,500 Veeva Systems shares in Q1 2024, an estimated $19M.
Blue Whale Capital first reported a position in Veeva Systems in Q1 2021 and held it in 12 quarters.
Blue Whale Capital's Veeva Systems position peaked at $71.4M in Q1 2022.
917 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2024.

Based on Blue Whale Capital's 13F filing for Q1 2024, filed 14 May 2024.