Rock Point Advisors
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Rock Point Advisors’s Veeva Systems VEEV Stock Holding History

Rock Point Advisors’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
Q3 		$5.55M Sell
19,451
-10,220
-34% -$2.4M 1.38% 31
2026
Q2 		$5.27M Buy
29,671
+8,054
+37% +$1.33M 1.29% 36
2026
Q1 		$3.8M Buy
21,617
+9,377
+77% +$1.84M 1.03% 39
2025
Q4 		$2.73M Buy
+12,240
New +$3.25M 0.68% 47

Other funds holding VEEV

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rock Point Advisors's VEEV Position: Q3 2026 in Review

Rock Point Advisors reduced its Veeva Systems (VEEV) stake by 34% in Q3 2026, selling an estimated $2.4M and leaving 19,451 shares worth $5.55M. The position accounts for 1.38% of the portfolio, ranked #31.

Rock Point Advisors first reported a position in VEEV in Q4 2025 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

  • Rock Point Advisors held 19,451 shares of Veeva Systems worth $5.55M as of Q3 2026.
  • Rock Point Advisors sold 10,220 Veeva Systems shares in Q3 2026, an estimated $2.4M.
  • Veeva Systems made up 1.38% of Rock Point Advisors's portfolio in Q3 2026, its #31 holding.
  • Rock Point Advisors first reported a position in Veeva Systems in Q4 2025 and has held it in 4 quarters since.
  • 894 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Rock Point Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.