Nellore Capital Management’s Veeva Systems VEEV Stock Holding History

Nellore 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	$86M	Buy	484,515 +37,214	+8%	+$6.14M	9.55%	5
2026 Q1	$78.6M	Buy	447,301 +116,956	+35%	+$23M	10.04%	4
2025 Q4	$73.7M	Buy	330,345 +19,000	+6%	+$5.04M	8.26%	5
2025 Q3	$92.8M	Hold	311,345	–	–	10.12%	5
2025 Q2	$89.7M	Sell	311,345 -30,000	-9%	-$7.44M	10.05%	5
2025 Q1	$79.1M	Hold	341,345	–	–	10.76%	4
2024 Q4	$71.8M	Buy	341,345 +113,714	+50%	+$25M	9.37%	4
2024 Q3	$47.8M	Buy	227,631 +32,453	+17%	+$6.41M	6.51%	7
2024 Q2	$35.7M	Sell	195,178 -30,000	-13%	-$5.95M	5.39%	8
2024 Q1	$52.2M	Hold	225,178	–	–	8.06%	6
2023 Q4	$43.4M	Buy	225,178 +10,000	+5%	+$1.88M	7.97%	6
2023 Q3	$43.8M	Hold	215,178	–	–	8.23%	6
2023 Q2	$42.5M	Buy	215,178 +15,000	+7%	+$2.74M	7.96%	6
2023 Q1	$36.8M	Buy	200,178 +3,000	+2%	+$512K	7.98%	6
2022 Q4	$31.8M	Sell	197,178 -20,522	-9%	-$3.51M	7.83%	7
2022 Q3	$35.9M	Buy	217,700 +39,500	+22%	+$7.89M	9.09%	4
2022 Q2	$35.3M	Buy	178,200 +96,800	+119%	+$17.8M	9.43%	5
2022 Q1	$17.3M	Buy	+81,400	New	+$17.7M	3.91%	8

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Nellore Capital Management increased its Veeva Systems (VEEV) stake by 8.3% in Q2 2026, buying an estimated $6.14M and bringing the position to 484,515 shares worth $86M. The position accounts for 9.55% of the portfolio, ranked #5.

Nellore Capital Management first reported a position in VEEV in Q1 2022 and has held it in 18 quarters since. The position peaked at $92.8M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

Nellore Capital Management held 484,515 shares of Veeva Systems worth $86M as of Q2 2026.
Nellore Capital Management bought 37,214 Veeva Systems shares in Q2 2026, an estimated $6.14M.
Veeva Systems made up 9.55% of Nellore Capital Management's portfolio in Q2 2026, its #5 holding.
Nellore Capital Management first reported a position in Veeva Systems in Q1 2022 and has held it in 18 quarters since.
Nellore Capital Management's Veeva Systems position peaked at $92.8M in Q3 2025.
1,063 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Nellore Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.