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Jensen Investment Management’s Veeva Systems VEEV Stock Holding History

Jensen Investment 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
2026
Q2 		$79.8M Sell
449,489
-116,978
-21% -$19.3M 1.93% 19
2026
Q1 		$99.5M Buy
566,467
+257,714
+83% +$50.6M 1.96% 20
2025
Q4 		$68.9M Sell
308,753
-104,460
-25% -$27.7M 1.08% 24
2025
Q3 		$123M Buy
413,213
+392,802
+1,924% +$111M 1.53% 23
2025
Q2 		$5.88M Sell
20,411
-1,440
-7% -$357K 0.07% 45
2025
Q1 		$5.06M Sell
21,851
-3,360
-13% -$768K 0.06% 49
2024
Q4 		$5.3M Buy
25,211
+1,960
+8% +$431K 0.05% 54
2024
Q3 		$4.88M Buy
23,251
+2,021
+10% +$399K 0.04% 61
2024
Q2 		$3.89M Buy
+21,230
New +$4.21M 0.03% 62

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
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

Jensen Investment Management's VEEV Position: Q2 2026 in Review

Jensen Investment Management reduced its Veeva Systems (VEEV) stake by 21% in Q2 2026, selling an estimated $19.3M and leaving 449,489 shares worth $79.8M. The position accounts for 1.93% of the portfolio, ranked #19.

Jensen Investment Management first reported a position in VEEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $123M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Jensen Investment Management held 449,489 shares of Veeva Systems worth $79.8M as of Q2 2026.
  • Jensen Investment Management sold 116,978 Veeva Systems shares in Q2 2026, an estimated $19.3M.
  • Veeva Systems made up 1.93% of Jensen Investment Management's portfolio in Q2 2026, its #19 holding.
  • Jensen Investment Management first reported a position in Veeva Systems in Q2 2024 and has held it in 9 quarters since.
  • Jensen Investment Management's Veeva Systems position peaked at $123M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.