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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nellore Capital Management's VEEV Position: Q1 2026 in Review

Nellore Capital Management increased its Veeva Systems (VEEV) stake by 35% in Q1 2026, buying an estimated $23M and bringing the position to 447,301 shares worth $78.6M. The position accounts for 10.04% of the portfolio, ranked #4.

Nellore Capital Management first reported a position in VEEV in Q1 2022 and has held it in 17 quarters since. The position peaked at $92.8M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Nellore Capital Management held 447,301 shares of Veeva Systems worth $78.6M as of Q1 2026.
Nellore Capital Management bought 116,956 Veeva Systems shares in Q1 2026, an estimated $23M.
Veeva Systems made up 10.04% of Nellore Capital Management's portfolio in Q1 2026, its #4 holding.
Nellore Capital Management first reported a position in Veeva Systems in Q1 2022 and has held it in 17 quarters since.
Nellore Capital Management's Veeva Systems position peaked at $92.8M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Nellore Capital Management's 13F filing for Q1 2026, filed 15 May 2026.