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Makena Capital Management’s Veeva Systems VEEV Stock Holding History

Makena Capital Management’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 		$35.9M Buy
202,465
+47,167
+30% +$7.78M 3.77% 4
2026
Q1 		$27.3M Buy
155,298
+41,499
+36% +$8.15M 3.15% 7
2025
Q4 		$25.4M Buy
113,799
+26,526
+30% +$7.04M 3.04% 10
2025
Q3 		$26M Buy
87,273
+11,636
+15% +$3.27M 2.68% 11
2025
Q2 		$21.8M Buy
+75,637
New +$18.8M 2.18% 16

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

Makena Capital Management's VEEV Position: Q2 2026 in Review

Makena Capital Management increased its Veeva Systems (VEEV) stake by 30% in Q2 2026, buying an estimated $7.78M and bringing the position to 202,465 shares worth $35.9M. The position accounts for 3.77% of the portfolio, ranked #4.

Makena Capital Management first reported a position in VEEV in Q2 2025 and has held it in 5 quarters since. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Makena Capital Management held 202,465 shares of Veeva Systems worth $35.9M as of Q2 2026.
  • Makena Capital Management bought 47,167 Veeva Systems shares in Q2 2026, an estimated $7.78M.
  • Veeva Systems made up 3.77% of Makena Capital Management's portfolio in Q2 2026, its #4 holding.
  • Makena Capital Management first reported a position in Veeva Systems in Q2 2025 and has held it in 5 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Makena Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.