CC
VEEV icon

Copperleaf Capital’s Veeva Systems VEEV Stock Holding History

Copperleaf 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
2025
Q3 		$917K Buy
3,077
+567
+23% +$160K 0.44% 55
2025
Q2 		$723K Buy
2,510
+17
+0.7% +$4.22K 0.37% 68
2025
Q1 		$577K Sell
2,493
-113
-4% -$25.8K 0.35% 71
2024
Q4 		$548K Buy
2,606
+121
+5% +$26.6K 0.35% 66
2024
Q3 		$522K Buy
2,485
+23
+0.9% +$4.55K 0.4% 69
2024
Q2 		$451K Buy
2,462
+104
+4% +$20.6K 0.36% 69
2024
Q1 		$546K Sell
2,358
-157
-6% -$33.9K 0.47% 62
2023
Q4 		$484K Buy
2,515
+180
+8% +$33.9K 0.49% 55
2023
Q3 		$475K Sell
2,335
-339
-13% -$68.3K 0.51% 49
2023
Q2 		$529K Buy
+2,674
New +$488K 0.5% 42

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Copperleaf Capital's VEEV Position: Q3 2025 in Review

Copperleaf Capital increased its Veeva Systems (VEEV) stake by 23% in Q3 2025, buying an estimated $160K and bringing the position to 3,077 shares worth $917K. The position accounts for 0.44% of the portfolio, ranked #55.

Copperleaf Capital first reported a position in VEEV in Q2 2023 and has held it in 10 quarters since. 1,118 funds tracked by Wall St. Rank hold VEEV as of Q3 2025.

  • Copperleaf Capital held 3,077 shares of Veeva Systems worth $917K as of Q3 2025.
  • Copperleaf Capital bought 567 Veeva Systems shares in Q3 2025, an estimated $160K.
  • Veeva Systems made up 0.44% of Copperleaf Capital's portfolio in Q3 2025, its #55 holding.
  • Copperleaf Capital first reported a position in Veeva Systems in Q2 2023 and has held it in 10 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.