Lido Advisors
VEEV icon

Lido Advisors’s Veeva Systems VEEV Stock Holding History

Lido Advisors’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 		$5.56M Buy
31,338
+233
+0.7% +$38.4K 0.02% 482
2026
Q1 		$5.46M Sell
31,105
-1,819
-6% -$357K 0.02% 437
2025
Q4 		$7.62M Sell
32,924
-1,302
-4% -$345K 0.02% 368
2025
Q3 		$10.2M Buy
34,226
+30,726
+878% +$8.65M 0.03% 304
2025
Q2 		$1.01M Buy
3,500
+88
+3% +$21.8K ﹤0.01% 845
2025
Q1 		$790K Buy
3,412
+1,561
+84% +$357K ﹤0.01% 871
2024
Q4 		$389K Buy
1,851
+17
+0.9% +$3.74K ﹤0.01% 1092
2024
Q3 		$385K Buy
1,834
+67
+4% +$13.2K ﹤0.01% 1048
2024
Q2 		$323K Sell
1,767
-193
-10% -$38.3K ﹤0.01% 1085
2024
Q1 		$454K Buy
1,960
+273
+16% +$58.9K ﹤0.01% 933
2023
Q4 		$325K Sell
1,687
-6
-0.4% -$1.13K ﹤0.01% 1002
2023
Q3 		$344K Buy
1,693
+92
+6% +$18.5K ﹤0.01% 873
2023
Q2 		$317K Buy
1,601
+83
+5% +$15.1K ﹤0.01% 904
2023
Q1 		$279K Buy
+1,518
New +$259K ﹤0.01% 893
2021
Q1 		– Sell
-1,448
Closed -$394K – 901
2020
Q4 		$394K Sell
1,448
-353
-20% -$98.9K 0.01% 542
2020
Q3 		$506K Buy
+1,801
New +$475K 0.01% 375
2020
Q1 		– Sell
-2,574
Closed -$362K – 680
2019
Q4 		$362K Sell
2,574
-24
-0.9% -$3.53K 0.01% 454
2019
Q3 		$397K Sell
2,598
-1,032
-28% -$166K 0.02% 386
2019
Q2 		$588K Buy
3,630
+372
+11% +$54.2K 0.03% 273
2019
Q1 		$413K Buy
3,258
+196
+6% +$22.1K 0.03% 327
2018
Q4 		$273K Buy
+3,062
New +$280K 0.03% 336

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

Lido Advisors's VEEV Position: Q2 2026 in Review

Lido Advisors increased its Veeva Systems (VEEV) stake by 0.75% in Q2 2026, buying an estimated $38.4K and bringing the position to 31,338 shares worth $5.56M. The position accounts for 0.02% of the portfolio, ranked #482.

Lido Advisors first reported a position in VEEV in Q4 2018 and has held it in 21 quarters since. The position peaked at $10.2M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Lido Advisors held 31,338 shares of Veeva Systems worth $5.56M as of Q2 2026.
  • Lido Advisors bought 233 Veeva Systems shares in Q2 2026, an estimated $38.4K.
  • Veeva Systems made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #482 holding.
  • Lido Advisors first reported a position in Veeva Systems in Q4 2018 and has held it in 21 quarters since.
  • Lido Advisors's Veeva Systems position peaked at $10.2M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.