LPL Financial
VEEV icon

LPL Financial’s Veeva Systems VEEV Stock Holding History

LPL Financial’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
Q1 		$439K Buy
2,500
+1,400
+127% +$275K ﹤0.01% 4884
2025
Q4 		$246K Buy
+1,100
New +$292K ﹤0.01% 5305

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's VEEV Position: Q1 2026 in Review

LPL Financial reduced its Veeva Systems (VEEV) stake by 0.63% in Q1 2026, selling an estimated $215K and leaving 173,247 shares worth $30.4M. The position accounts for 0.01% of the portfolio, ranked #1186.

LPL Financial first reported a position in VEEV in Q4 2015 and has held it in 42 quarters since. The position peaked at $54.1M in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • LPL Financial held 173,247 shares of Veeva Systems worth $30.4M as of Q1 2026.
  • LPL Financial sold 1,093 Veeva Systems shares in Q1 2026, an estimated $215K.
  • Veeva Systems made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1186 holding.
  • LPL Financial first reported a position in Veeva Systems in Q4 2015 and has held it in 42 quarters since.
  • LPL Financial's Veeva Systems position peaked at $54.1M in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.