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Sara-Bay Financial’s Veeva Systems VEEV Stock Holding History

Sara-Bay 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
2025
Q4 		– Sell
-731
Closed -$218K – 87
2025
Q3 		$218K Buy
731
+11
+2% +$3.1K 0.06% 77
2025
Q2 		$207K Buy
+720
New +$179K 0.07% 72
2025
Q1 		– Sell
-1,208
Closed -$255K – 85
2024
Q4 		$255K Hold
1,208
– – 0.09% 77
2024
Q3 		$254K Sell
1,208
-387
-24% -$76.5K 0.09% 78
2024
Q2 		$292K Hold
1,595
– – 0.12% 73
2024
Q1 		$367K Hold
1,595
– – 0.16% 67
2023
Q4 		$307K Hold
1,595
– – 0.15% 70
2023
Q3 		$325K Sell
1,595
-17
-1% -$3.42K 0.16% 63
2023
Q2 		$319K Hold
1,612
– – 0.16% 62
2023
Q1 		$296K Sell
1,612
-18
-1% -$3.07K 0.15% 64
2022
Q4 		$263K Hold
1,630
– – 0.15% 69
2022
Q3 		$269K Hold
1,630
– – 0.15% 70
2022
Q2 		$323K Sell
1,630
-25
-2% -$4.6K 0.16% 64
2022
Q1 		$352K Sell
1,655
-34
-2% -$7.38K 0.14% 63
2021
Q4 		$432K Buy
+1,689
New +$491K 0.13% 59
2021
Q3 		– Sell
-1,698
Closed -$530K – 83
2021
Q2 		$530K Hold
1,698
– – 0.2% 46
2021
Q1 		$444K Sell
1,698
-42
-2% -$11.7K 0.18% 51
2020
Q4 		$474K Sell
1,740
-23
-1% -$6.44K 0.21% 43
2020
Q3 		$496K Sell
1,763
-5,918
-77% -$1.56M 0.27% 39
2020
Q2 		$425K Buy
+7,681
New +$1.52M 0.24% 42

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sara-Bay Financial's VEEV Position: Q4 2025 in Review

Sara-Bay Financial sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 731 shares — an estimated $218K sold.

Sara-Bay Financial first reported a position in VEEV in Q2 2020 and held it in 20 quarters. The position peaked at $530K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.

  • Sara-Bay Financial reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
  • Sara-Bay Financial sold 731 Veeva Systems shares in Q4 2025, an estimated $218K.
  • Sara-Bay Financial first reported a position in Veeva Systems in Q2 2020 and held it in 20 quarters.
  • Sara-Bay Financial's Veeva Systems position peaked at $530K in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.

Based on Sara-Bay Financial's 13F filing for Q4 2025, filed 20 Jan 2026.