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Optimize Financial’s Veeva Systems VEEV Stock Holding History

Optimize 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 		– Sell
-5,139
Closed -$1.15M – 463
2025
Q4 		$1.15M Buy
5,139
+72
+1% +$19.1K 0.58% 42
2025
Q3 		$1.51M Buy
+5,067
New +$1.43M 0.79% 21

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

Optimize Financial's VEEV Position: Q1 2026 in Review

Optimize Financial sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 5,139 shares — an estimated $1.15M sold.

Optimize Financial first reported a position in VEEV in Q3 2025 and held it in 2 quarters. The position peaked at $1.51M in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Optimize Financial reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 5,139 Veeva Systems shares in Q1 2026, an estimated $1.15M.
  • Optimize Financial first reported a position in Veeva Systems in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Veeva Systems position peaked at $1.51M in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.