Veeva Systems Inc-class A (VEEV) — Smart Money Tracker (13F, Q2 2026)

VEEV ranks #427 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VEEV is a top-conviction position for Linonia Partnership LP — at 14.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VEEV belongs to BlackRock, Inc., but the position matters far more to Linonia Partnership LP, who has 14.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Rockland Trust Co has added to its VEEV position for two straight quarters, increasing it by $23.3M to reach $48.5M today.

Assenagon Asset Management S.A. has trimmed its VEEV position for two straight quarters, cutting it by $35.4M while still holding $25.9M.

VEEV is down 0.9% today, but institutions show net buying of $7.3B this quarter — a divergence between today's price move and the underlying institutional flow.

VEEV posted net income of $1.0B over the trailing twelve months, and currently trades at a P/E of 51.1.

• Profitable — net income of $1.0B over the trailing twelve months
• Revenue grew 16.5% year over year
• Net income improved year over year, from $809.9M to $1.0B
• Generated $1.4B in positive operating cash flow
• Current ratio of 4.89x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.24x equity — within a conventional range