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Waverly Advisors’s Veeva Systems VEEV Stock Holding History

Waverly 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
Q1 		$597K Buy
3,399
+1,736
+104% +$341K ﹤0.01% 1000
2025
Q4 		$371K Sell
1,663
-686
-29% -$182K ﹤0.01% 1124
2025
Q3 		$700K Buy
2,349
+1,129
+93% +$318K 0.01% 742
2025
Q2 		$351K Buy
+1,220
New +$303K ﹤0.01% 911

Other funds holding VEEV

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverly Advisors's VEEV Position: Q1 2026 in Review

Waverly Advisors increased its Veeva Systems (VEEV) stake by 104% in Q1 2026, buying an estimated $341K and bringing the position to 3,399 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Waverly Advisors first reported a position in VEEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $700K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Waverly Advisors held 3,399 shares of Veeva Systems worth $597K as of Q1 2026.
  • Waverly Advisors bought 1,736 Veeva Systems shares in Q1 2026, an estimated $341K.
  • Veeva Systems made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1000 holding.
  • Waverly Advisors first reported a position in Veeva Systems in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Veeva Systems position peaked at $700K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.