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CX Institutional’s Veeva Systems VEEV Stock Holding History

CX Institutional’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
Q3 		$643K Buy
2,254
+946
+72% +$222K 0.02% 417
2026
Q2 		$232K Buy
1,308
+89
+7% +$14.7K 0.01% 714
2026
Q1 		$214K Buy
1,219
+9
+0.7% +$1.77K 0.01% 700
2025
Q4 		$270K Sell
1,210
-77
-6% -$20.4K 0.01% 611
2025
Q3 		$383K Hold
1,287
– – 0.01% 503
2025
Q2 		$371K Sell
1,287
-44
-3% -$10.9K 0.01% 445
2025
Q1 		$308K Buy
+1,331
New +$304K 0.01% 475
2022
Q3 		– Sell
-769
Closed -$152K – 1102
2022
Q2 		$152K Buy
+769
New +$142K 0.01% 484
2021
Q4 		– Sell
-779
Closed -$224K – 871
2021
Q3 		$224K Hold
779
– – 0.02% 345
2021
Q2 		$242K Buy
779
+17
+2% +$4.74K 0.02% 320
2021
Q1 		$199K Sell
762
-15
-2% -$4.18K 0.02% 306
2020
Q4 		$212K Buy
777
+15
+2% +$4.2K 0.02% 288
2020
Q3 		$214K Hold
762
– – 0.02% 257
2020
Q2 		$179K Hold
762
– – 0.02% 243
2020
Q1 		$119K Hold
762
– – 0.02% 255
2019
Q4 		$107K Hold
762
– – 0.02% 228
2019
Q3 		$116K Buy
762
+25
+3% +$4.01K 0.02% 236
2019
Q2 		$119K Buy
737
+537
+269% +$78.3K 0.02% 256
2019
Q1 		$25K Hold
200
– – ﹤0.01% 386
2018
Q4 		$18K Hold
200
– – ﹤0.01% 322
2018
Q3 		$22K Hold
200
– – 0.01% 224
2018
Q2 		$15K Buy
+200
New +$15.2K 0.01% 213

Other funds holding VEEV

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

CX Institutional's VEEV Position: Q3 2026 in Review

CX Institutional increased its Veeva Systems (VEEV) stake by 72% in Q3 2026, buying an estimated $222K and bringing the position to 2,254 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #417.

CX Institutional first reported a position in VEEV in Q2 2018 and has held it in 22 quarters since. 50 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • CX Institutional held 2,254 shares of Veeva Systems worth $643K as of Q3 2026.
  • CX Institutional bought 946 Veeva Systems shares in Q3 2026, an estimated $222K.
  • Veeva Systems made up 0.02% of CX Institutional's portfolio in Q3 2026, its #417 holding.
  • CX Institutional first reported a position in Veeva Systems in Q2 2018 and has held it in 22 quarters since.
  • 50 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.