Paloma Partners’s Veeva Systems VEEV Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-11,600	Closed	-$2.43M	–	1068
2024 Q3	$2.43M	Sell	11,600 -12,000	-51%	-$2.37M	0.07%	247
2024 Q2	$4.32M	Buy	+23,600	New	+$4.68M	0.12%	158
2024 Q1	–	Sell	-9,500	Closed	-$1.83M	–	1074
2023 Q4	$1.83M	Buy	+9,500	New	+$1.79M	0.07%	286
2023 Q2	–	Sell	-16,900	Closed	-$3.11M	–	950
2023 Q1	$3.11M	Buy	16,900 +11,900	+238%	+$2.03M	0.11%	159
2022 Q4	$807K	Sell	5,000 -1,800	-26%	-$308K	0.04%	403
2022 Q3	$1.12M	Buy	+6,800	New	+$1.36M	0.05%	299
2019 Q2	–	Sell	-3,300	Closed	-$419K	–	2210
2019 Q1	$419K	Buy	+3,300	New	+$372K	0.01%	1159
2018 Q4	–	Sell	-7,500	Closed	-$817K	–	1798
2018 Q3	$817K	Buy	+7,500	New	+$680K	0.01%	830

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paloma Partners's VEEV Position: Q4 2024 in Review

Paloma Partners sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 3,143 shares — an estimated $660K sold.

Paloma Partners first reported a position in VEEV in Q3 2014 and held it in 29 quarters. The position peaked at $7.39M in Q4 2019. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

Paloma Partners reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 3,143 Veeva Systems shares in Q4 2024, an estimated $660K.
Paloma Partners first reported a position in Veeva Systems in Q3 2014 and held it in 29 quarters.
Paloma Partners's Veeva Systems position peaked at $7.39M in Q4 2019.
1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.