Spyglass Capital Management’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59.1M Sell
205,120
-22,177
-10% -$6.39M 3.48% 15
2025
Q1
$52.6M Sell
227,297
-80,504
-26% -$18.6M 3.61% 13
2024
Q4
$64.7M Buy
307,801
+83,658
+37% +$17.6M 3.64% 15
2024
Q3
$47M Buy
224,143
+13,537
+6% +$2.84M 3.09% 20
2024
Q2
$38.5M Buy
210,606
+20,035
+11% +$3.67M 2.82% 22
2024
Q1
$44.2M Buy
+190,571
New +$44.2M 2.94% 21