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Cape Investment Advisory’s Veeva Systems VEEV Stock Holding History

Cape Investment Advisory’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
Q2 		$372K Buy
2,094
+4
+0.2% +$660 0.1% 154
2026
Q1 		$367K Sell
2,090
-162
-7% -$31.8K 0.12% 149
2025
Q4 		$503K Sell
2,252
-49
-2% -$13K 0.15% 112
2025
Q3 		$685K Buy
2,301
+29
+1% +$8.16K 0.67% 38
2025
Q2 		$654K Buy
2,272
+24
+1% +$5.95K 0.24% 77
2025
Q1 		$521K Sell
2,248
-64
-3% -$14.6K 0.21% 87
2024
Q4 		$486K Sell
2,312
-27
-1% -$5.94K 0.19% 89
2024
Q3 		$491K Sell
2,339
-11
-0.5% -$2.17K 0.2% 88
2024
Q2 		$430K Buy
2,350
+80
+4% +$15.9K 0.19% 88
2024
Q1 		$526K Buy
2,270
+1
+0% +$216 0.25% 76
2023
Q4 		$437K Buy
2,269
+89
+4% +$16.8K 0.21% 79
2023
Q3 		$444K Buy
2,180
+64
+3% +$12.9K 0.25% 74
2023
Q2 		$418K Buy
2,116
+49
+2% +$8.94K 0.23% 74
2023
Q1 		$380K Buy
+2,067
New +$353K 0.23% 72

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cape Investment Advisory's VEEV Position: Q2 2026 in Review

Cape Investment Advisory increased its Veeva Systems (VEEV) stake by 0.19% in Q2 2026, buying an estimated $660 and bringing the position to 2,094 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #154.

Cape Investment Advisory first reported a position in VEEV in Q1 2023 and has held it in 14 quarters since. The position peaked at $685K in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Cape Investment Advisory held 2,094 shares of Veeva Systems worth $372K as of Q2 2026.
  • Cape Investment Advisory bought 4 Veeva Systems shares in Q2 2026, an estimated $660.
  • Veeva Systems made up 0.1% of Cape Investment Advisory's portfolio in Q2 2026, its #154 holding.
  • Cape Investment Advisory first reported a position in Veeva Systems in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Veeva Systems position peaked at $685K in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.