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Phoenix Financial’s Veeva Systems VEEV Stock Holding History

Phoenix 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
Q2 		$679K Buy
3,831
+1,518
+66% +$250K ﹤0.01% 305
2026
Q1 		$421K Buy
+2,313
New +$454K ﹤0.01% 332
2025
Q3 		– Sell
-2,686
Closed -$777K – 502
2025
Q2 		$777K Buy
+2,686
New +$666K 0.01% 254
2020
Q4 		– Sell
-4,538
Closed -$1.2M – 427
2020
Q3 		$1.2M Sell
4,538
-1,809
-29% -$477K 0.05% 179
2020
Q2 		$1.39M Sell
6,347
-8,282
-57% -$1.64M 0.06% 185
2020
Q1 		$2.22M Buy
+14,629
New +$2.14M 0.11% 141

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

Phoenix Financial's VEEV Position: Q2 2026 in Review

Phoenix Financial increased its Veeva Systems (VEEV) stake by 66% in Q2 2026, buying an estimated $250K and bringing the position to 3,831 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Phoenix Financial first reported a position in VEEV in Q1 2020 and has held it in 6 quarters since. The position peaked at $2.22M in Q1 2020. 1,061 funds tracked by Wall St. Rank hold VEEV as of Q2 2026.

  • Phoenix Financial held 3,831 shares of Veeva Systems worth $679K as of Q2 2026.
  • Phoenix Financial bought 1,518 Veeva Systems shares in Q2 2026, an estimated $250K.
  • Veeva Systems made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #305 holding.
  • Phoenix Financial first reported a position in Veeva Systems in Q1 2020 and has held it in 6 quarters since.
  • Phoenix Financial's Veeva Systems position peaked at $2.22M in Q1 2020.
  • 1,061 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.