CCM
VEEV icon

Coldstream Capital Management’s Veeva Systems VEEV Stock Holding History

Coldstream Capital 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
2026
Q1 		$629K Sell
3,582
-438
-11% -$86.1K 0.01% 635
2025
Q4 		$897K Buy
4,020
+224
+6% +$59.4K 0.01% 485
2025
Q3 		$1.13M Buy
3,796
+588
+18% +$165K 0.02% 424
2025
Q2 		$924K Sell
3,208
-336
-9% -$83.3K 0.02% 446
2025
Q1 		$821K Sell
3,544
-889
-20% -$203K 0.02% 420
2024
Q4 		$932K Sell
4,433
-433
-9% -$95.2K 0.02% 397
2024
Q3 		$1.08M Buy
4,866
+2,374
+95% +$469K 0.02% 357
2024
Q2 		$456K Sell
2,492
-92
-4% -$18.3K 0.01% 584
2024
Q1 		$599K Buy
2,584
+968
+60% +$209K 0.02% 491
2023
Q4 		$311K Buy
+1,616
New +$304K 0.01% 692

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coldstream Capital Management's VEEV Position: Q1 2026 in Review

Coldstream Capital Management reduced its Veeva Systems (VEEV) stake by 11% in Q1 2026, selling an estimated $86.1K and leaving 3,582 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #635.

Coldstream Capital Management first reported a position in VEEV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Coldstream Capital Management held 3,582 shares of Veeva Systems worth $629K as of Q1 2026.
  • Coldstream Capital Management sold 438 Veeva Systems shares in Q1 2026, an estimated $86.1K.
  • Veeva Systems made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #635 holding.
  • Coldstream Capital Management first reported a position in Veeva Systems in Q4 2023 and has held it in 10 quarters since.
  • Coldstream Capital Management's Veeva Systems position peaked at $1.13M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.