BPI
VEEV icon

BFC Planning, Inc.’s Veeva Systems VEEV Stock Holding History

BFC Planning, Inc.’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 		$324K Buy
1,825
+1,754
+2,470% +$289K 0.01% 768
2026
Q1 		$12.5K Sell
71
-6,237
-99% -$1.23M ﹤0.01% 1934
2025
Q4 		$1.41M Buy
6,308
+5,682
+908% +$1.51M 0.06% 287
2025
Q3 		$186K Buy
626
+19
+3% +$5.35K 0.01% 694
2025
Q2 		$175K Buy
607
+514
+553% +$127K 0.01% 680
2025
Q1 		$21.5K Hold
93
– – ﹤0.01% 1423
2024
Q4 		$19.6K Buy
+93
New +$20.5K ﹤0.01% 1465

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Linonia Partnership
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFC Planning, Inc.'s VEEV Position: Q2 2026 in Review

BFC Planning, Inc. increased its Veeva Systems (VEEV) stake by 2,470% in Q2 2026, buying an estimated $289K and bringing the position to 1,825 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #768.

BFC Planning, Inc. first reported a position in VEEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • BFC Planning, Inc. held 1,825 shares of Veeva Systems worth $324K as of Q2 2026.
  • BFC Planning, Inc. bought 1,754 Veeva Systems shares in Q2 2026, an estimated $289K.
  • Veeva Systems made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #768 holding.
  • BFC Planning, Inc. first reported a position in Veeva Systems in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Veeva Systems position peaked at $1.41M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.