Linonia Partnership’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$783M Sell
4,409,598
-515,028
-10% -$84.9M 13.98% 3
2026
Q1
$865M Buy
4,924,626
+2,124,608
+76% +$417M 16.07% 2
2025
Q4
$625M Sell
2,800,018
-170,236
-6% -$45.2M 14.14% 4
2025
Q3
$885M Buy
2,970,254
+899,180
+43% +$253M 23.17% 2
2025
Q2
$596M Buy
2,071,074
+234,517
+13% +$58.2M 19.47% 3
2025
Q1
$425M Buy
1,836,557
+633,585
+53% +$145M 16.72% 3
2024
Q4
$253M Buy
1,202,972
+356,300
+42% +$78.4M 13.31% 4
2024
Q3
$178M Buy
846,672
+121,018
+17% +$23.9M 10.79% 4
2024
Q2
$133M Sell
725,654
-67,570
-9% -$13.4M 10.53% 4
2024
Q1
$184M Sell
793,224
-22,501
-3% -$4.86M 16.7% 2
2023
Q4
$157M Buy
+815,725
New +$154M 20.73% 2

Other funds holding VEEV

Linonia Partnership's VEEV Position: Q2 2026 in Review

Linonia Partnership reduced its Veeva Systems (VEEV) stake by 10% in Q2 2026, selling an estimated $84.9M and leaving 4,409,598 shares worth $783M. The position accounts for 13.98% of the portfolio, ranked #3.

Linonia Partnership first reported a position in VEEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $885M in Q3 2025. 1,062 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Linonia Partnership held 4,409,598 shares of Veeva Systems worth $783M as of Q2 2026.
  • Linonia Partnership sold 515,028 Veeva Systems shares in Q2 2026, an estimated $84.9M.
  • Veeva Systems made up 13.98% of Linonia Partnership's portfolio in Q2 2026, its #3 holding.
  • Linonia Partnership first reported a position in Veeva Systems in Q4 2023 and has held it in 11 quarters since.
  • Linonia Partnership's Veeva Systems position peaked at $885M in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Linonia Partnership's 13F filing for Q2 2026, filed 14 Aug 2026.