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Concurrent Investment Advisors’s Veeva Systems VEEV Stock Holding History

Concurrent Investment 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
Q2 		$322K Buy
1,813
+71
+4% +$11.7K ﹤0.01% 1652
2026
Q1 		$306K Sell
1,742
-467
-21% -$91.8K ﹤0.01% 1495
2025
Q4 		$493K Buy
2,209
+1,338
+154% +$355K 0.01% 1149
2025
Q3 		$259K Sell
871
-20
-2% -$5.63K ﹤0.01% 1218
2025
Q2 		$257K Sell
891
-233
-21% -$57.8K 0.01% 1140
2025
Q1 		$260K Sell
1,124
-59
-5% -$13.5K 0.01% 992
2024
Q4 		$249K Buy
1,183
+15
+1% +$3.3K 0.01% 900
2024
Q3 		$245K Buy
+1,168
New +$231K 0.01% 859
2024
Q2 		– Sell
-986
Closed -$228K – 1084
2024
Q1 		$228K Buy
+986
New +$213K 0.01% 755

Other funds holding VEEV

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Concurrent Investment Advisors's VEEV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Veeva Systems (VEEV) stake by 4.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,813 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Concurrent Investment Advisors first reported a position in VEEV in Q1 2024 and has held it in 9 quarters since. The position peaked at $493K in Q4 2025. 377 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Concurrent Investment Advisors held 1,813 shares of Veeva Systems worth $322K as of Q2 2026.
  • Concurrent Investment Advisors bought 71 Veeva Systems shares in Q2 2026, an estimated $11.7K.
  • Veeva Systems made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1652 holding.
  • Concurrent Investment Advisors first reported a position in Veeva Systems in Q1 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Veeva Systems position peaked at $493K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.