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Lakehouse Capital’s Veeva Systems VEEV Stock Holding History

Lakehouse 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
2026
Q2 		$6.63M Buy
37,377
+20,822
+126% +$3.43M 7.33% 7
2026
Q1 		$4.25M Buy
+16,555
New +$3.25M 2.86% 13

Other funds holding VEEV

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lakehouse Capital's VEEV Position: Q2 2026 in Review

Lakehouse Capital increased its Veeva Systems (VEEV) stake by 126% in Q2 2026, buying an estimated $3.43M and bringing the position to 37,377 shares worth $6.63M. The position accounts for 7.33% of the portfolio, ranked #7.

Lakehouse Capital first reported a position in VEEV in Q1 2026 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Lakehouse Capital held 37,377 shares of Veeva Systems worth $6.63M as of Q2 2026.
  • Lakehouse Capital bought 20,822 Veeva Systems shares in Q2 2026, an estimated $3.43M.
  • Veeva Systems made up 7.33% of Lakehouse Capital's portfolio in Q2 2026, its #7 holding.
  • Lakehouse Capital first reported a position in Veeva Systems in Q1 2026 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Lakehouse Capital's 13F filing for Q2 2026, filed 22 Jul 2026.