LSA
VEEV icon

Lion Street Advisors’s Veeva Systems VEEV Stock Holding History

Lion Street 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
2025
Q3 		$1.06M Buy
3,343
+1,063
+47% +$299K 0.37% 53
2025
Q2 		$657K Sell
2,280
-173
-7% -$42.9K 0.2% 114
2025
Q1 		$568K Sell
2,453
-36
-1% -$8.23K 0.18% 116
2024
Q4 		$523K Buy
2,489
+232
+10% +$51K 0.17% 127
2024
Q3 		$474K Sell
2,257
-7
-0.3% -$1.38K 0.17% 140
2024
Q2 		$414K Buy
2,264
+95
+4% +$18.9K 0.15% 146
2024
Q1 		$418K Hold
2,169
– – 0.17% 130
2023
Q4 		$418K Sell
2,169
-1,255
-37% -$236K 0.17% 130
2023
Q3 		$697K Buy
3,424
+61
+2% +$12.3K 0.23% 87
2023
Q2 		$1.07M Buy
3,363
+147
+5% +$26.8K 0.36% 55
2023
Q1 		$591K Buy
3,216
+234
+8% +$39.9K 0.18% 102
2022
Q4 		$945K Sell
2,982
-64
-2% -$10.9K 0.5% 23
2022
Q3 		$497K Buy
3,046
+64
+2% +$12.8K 0.25% 58
2022
Q2 		$948K Sell
2,982
-35
-1% -$6.44K 0.5% 23
2022
Q1 		$638K Buy
3,017
+41
+1% +$8.89K 0.33% 44
2021
Q4 		$764K Buy
2,976
+14
+0.5% +$4.07K 0.37% 40
2021
Q3 		$849K Buy
+2,962
New +$940K 0.46% 30
2020
Q2 		– Sell
-75
Closed -$12K – 398
2020
Q1 		$12K Buy
+75
New +$11K 0.07% 143

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return