Dorsal Capital Management’s Veeva Systems VEEV Stock Holding History

Dorsal 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
2017 Q2	–	Sell	-850,000	Closed	-$43.6M	–	36
2017 Q1	$43.6M	Sell	850,000 -275,000	-24%	-$12.4M	2.32%	20
2016 Q4	$45.8M	Sell	1,125,000 -125,000	-10%	-$5.1M	2.87%	18
2016 Q3	$51.6M	Sell	1,250,000 -350,000	-22%	-$13.6M	3.24%	14
2016 Q2	$54.6M	Sell	1,600,000 -400,000	-20%	-$11.9M	4.03%	14
2016 Q1	$50.1M	Buy	2,000,000 +1,000,000	+100%	+$24.5M	4.77%	13
2015 Q4	$28.9M	Buy	1,000,000 +150,000	+18%	+$4M	2.51%	21
2015 Q3	$19.9M	Buy	850,000 +75,000	+10%	+$1.95M	1.83%	24
2015 Q2	$21.7M	Sell	775,000 -25,000	-3%	-$678K	2.17%	22
2015 Q1	$20.4M	Buy	+800,000	New	+$22.5M	3.31%	15

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dorsal Capital Management's VEEV Position: Q2 2017 in Review

Dorsal Capital Management sold out of Veeva Systems (VEEV) in Q2 2017, closing a stake of 850,000 shares — an estimated $43.6M sold.

Dorsal Capital Management first reported a position in VEEV in Q1 2015 and held it in 9 quarters. The position peaked at $54.6M in Q2 2016. 350 funds tracked by Wall St. Rank hold VEEV as of Q2 2017.

Dorsal Capital Management reported no remaining Veeva Systems position as of Q2 2017 after selling out during the quarter.
Dorsal Capital Management sold 850,000 Veeva Systems shares in Q2 2017, an estimated $43.6M.
Dorsal Capital Management first reported a position in Veeva Systems in Q1 2015 and held it in 9 quarters.
Dorsal Capital Management's Veeva Systems position peaked at $54.6M in Q2 2016.
350 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2017.

Based on Dorsal Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.