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

VEEV ranks #425 out of 37501 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.

Price T Rowe Associates Inc /md/ has added to its VEEV position for two straight quarters, increasing it by $375.8M to reach $561.1M today.

Fidelity has trimmed its VEEV position for two straight quarters, cutting it by $1.2B while still holding $48.9M.

VEEV is down 1.9% 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 45.5.

• 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