Stockbridge Partners’s Veeva Systems VEEV Stock Holding History

Stockbridge 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
2026 Q3	$121M	Buy	422,296 +17,679	+4%	+$4.15M	2.88%	14
2026 Q2	$71.8M	Buy	+404,617	New	+$66.7M	1.51%	15
2026 Q1	–	Sell	-1,302,898	Closed	-$291M	–	18
2025 Q4	$291M	Sell	1,302,898 -3,326	-0.3%	-$883K	6.4%	8
2025 Q3	$389M	Sell	1,306,224 -255,060	-16%	-$71.8M	7.52%	7
2025 Q2	$450M	Buy	1,561,284 +155,752	+11%	+$38.6M	8.79%	5
2025 Q1	$326M	Buy	1,405,532 +752,692	+115%	+$172M	7.21%	9
2024 Q4	$137M	Buy	+652,840	New	+$144M	2.91%	12

Other funds holding VEEV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Stockbridge Partners's VEEV Position: Q3 2026 in Review

Stockbridge Partners increased its Veeva Systems (VEEV) stake by 4.4% in Q3 2026, buying an estimated $4.15M and bringing the position to 422,296 shares worth $121M. The position accounts for 2.88% of the portfolio, ranked #14.

Stockbridge Partners first reported a position in VEEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $450M in Q2 2025. 1,011 funds tracked by Wall St. Rank hold VEEV as of Q3 2026.

Stockbridge Partners held 422,296 shares of Veeva Systems worth $121M as of Q3 2026.
Stockbridge Partners bought 17,679 Veeva Systems shares in Q3 2026, an estimated $4.15M.
Veeva Systems made up 2.88% of Stockbridge Partners's portfolio in Q3 2026, its #14 holding.
Stockbridge Partners first reported a position in Veeva Systems in Q4 2024 and has held it in 7 quarters since.
Stockbridge Partners's Veeva Systems position peaked at $450M in Q2 2025.
1,011 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2026.

Based on Stockbridge Partners's 13F filing for Q3 2026, filed 13 Nov 2026.