Veeva Systems Inc. (VEEV): A Bull Case Theory
We came across a bullish thesis on Veeva Systems Inc. on Quality Stocks’ Substack. In this article, we will summarize the bulls’ thesis on VEEV.
Veeva Systems Inc (VEEV)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 2,420,500 | $697,055,590 | 2.05% | |
| 2. | Linonia Partnership Philip Uhde | 2,071,074 | $596,427,891 | +13% | 19.47% |
| 3. | AQR Capital Management Cliff Asness | 1,838,046 | $526,508,229 | +112% | 0.44% |
| 4. | Stockbridge Partners Sharlyn C. Heslam | 1,561,284 | $449,618,566 | +12% | 8.79% |
| 5. | Durable Capital Partners Henry Ellenbogen | 976,981 | $281,350,988 | 2.13% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $285.62 | 720 | $205,646.40 | 7,902 | 2025-07-10 | Filing | |
| $284.40 | 171 | $48,632.40 | 3,966 | 2025-07-07 | Filing | |
| $283.00 | 172 | $48,676.00 | 4,137 | 2025-07-03 | Filing | |
| $289.72 | 315 | $91,261.80 | 5,500 | 2025-06-06 | Filing | |
| $268.11 | 1,150 | $308,323.51 | 24,739 | 2025-05-29 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,971,425 | $4,311,470,972 | 0.07% | |
| 2. | 10,882,451 | $3,133,928,141 | 0.06% | |
| 3. | 5,711,795 | $1,644,882,757 | 0.09% | |
| 4. | 5,705,648 | $1,643,112,511 | 0.54% | |
| 5. | 3,458,013 | $995,848,673 | 0.53% |
News See All
Veeva Systems (VEEV) Surpassed Expectations in Q2
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Veeva (VEEV) Expands with Astellas and Sarah Cannon in Global CRM and Oncology Trials
Veeva Systems Inc. (NYSE:VEEV) ranks among the best cloud stocks to buy according to Wall Street analysts. Veeva Systems Inc.
12 Best Cloud Stocks to Buy According to Wall Street Analysts
As a result of the impending mass migration to the cloud, cloud computing-related offerings are now the fastest-growing segment of the IT market.
Veeva Systems and Sarah Cannon Partner to Accelerate Cancer Clinical Trials
Veeva Systems Inc. (NYSE: VEEV) and Sarah Cannon Research Institute (SCRI) announced a strategic collaboration aimed at advancing oncology clinical trials across more than 200 research sites.
Top 10 Healthcare AI Stocks to Buy According to Hedge Funds
“Healthcare is the most underappreciated AI beneficiary,” said Ark Invest CEO Cathie Wood in a recent statement that’s reverberating across Wall Street.
Here’s Why Veeva Systems (VEEV) Surged in Q1
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Expect a Large Market Opportunity for Veeva Systems (VEEV)?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Veeva Systems Inc. (VEEV): A Bull Case Theory
We came across a bullish thesis on Veeva Systems Inc. (VEEV) on Compounding Your Wealth’s Substack. In this article, we will summarize the bulls’ thesis on VEEV. Veeva Systems Inc.
Jefferies Hikes Veeva Systems (VEEV) Price Target to $335, Maintains Buy Rating
On June 2, Jefferies analysts increased the price target for Veeva Systems Inc. (NYSE:VEEV) to $335 from $280 while maintaining a ‘Buy’ rating.
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