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Coastal Bridge Advisors’s Veeva Systems VEEV Stock Holding History

Coastal Bridge Advisors’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 		$223K Buy
1,271
+249
+24% +$48.9K 0.02% 412
2025
Q4 		$228K Buy
1,022
+328
+47% +$87K 0.02% 413
2025
Q3 		$207K Buy
+694
New +$195K 0.02% 431

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

Coastal Bridge Advisors's VEEV Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Veeva Systems (VEEV) stake by 24% in Q1 2026, buying an estimated $48.9K and bringing the position to 1,271 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #412.

Coastal Bridge Advisors first reported a position in VEEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Coastal Bridge Advisors held 1,271 shares of Veeva Systems worth $223K as of Q1 2026.
  • Coastal Bridge Advisors bought 249 Veeva Systems shares in Q1 2026, an estimated $48.9K.
  • Veeva Systems made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #412 holding.
  • Coastal Bridge Advisors first reported a position in Veeva Systems in Q3 2025 and has held it in 3 quarters since.
  • Coastal Bridge Advisors's Veeva Systems position peaked at $228K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.