Veeva Systems Inc. (VEEV): A Bull Case Theory
We came across a bullish thesis on Veeva Systems Inc. (VEEV) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on VEEV. Veeva Systems Inc.
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. | Durable Capital Partners Henry Ellenbogen | 1,244,664 | $261,217,634 | +6% | 1.91% |
| 2. | Generation Investment Management David Blood And Al Gore | 933,364 | $195,885,103 | -4% | 0.91% |
| 3. | AQR Capital Management Cliff Asness | 857,655 | $179,996,056 | +93% | 0.24% |
| 4. | Linonia Partnership Philip Uhde | 846,672 | $177,691,053 | +17% | 10.78% |
| 5. | Ashe Capital William Crowley, William Harker, And Stephen Blass | 550,491 | $115,531,546 | 9.2% |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $230.30 | 1,694 | Officer | 8,061 | 2024-12-04 | Filing | |
| $240.01 | 1,126 | Officer | 27,013 | 2024-11-08 | Filing | |
| $200.00 | 2,353 | Officer | 9,035 | 2024-08-21 | Filing | |
| $185.66 | 396 | Officer, Director | 8,391 | 2024-06-07 | Filing | |
| $184.74 | 6,366 | Officer, Director | 8,787 | 2024-06-07 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,158,862 | $2,533,344,112 | 0.05% | |
| 2. | 9,274,890 | $1,785,601,765 | 0.04% | |
| 3. | 6,739,385 | $1,297,466,400 | 0.49% | |
| 4. | 6,581,353 | $1,267,042,080 | 1.95% | |
| 5. | 3,171,345 | $610,547,339 | 0.02% |
News See All
Veeva Systems Inc. (NYSE:VEEV) Q3 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is, Joel, and I will be your conference operator today.
Veeva Systems (VEEV) Raised Fiscal 2025 Revenue Guidance Due to Improved Pipeline Visibility
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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Veeva Systems Inc. (VEEV): A Bull Case Theory
We came across a bullish thesis on Veeva Systems Inc. (VEEV) on High Growth Investing’s Substack by Stefan Waldhauser. In this article we will summarize the bulls’ thesis on VEEV.
Here’s Why Veeva Systems (VEEV) is Showing Weakness
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Veeva Systems (VEEV) Fell on Decreased Revenue Guidance
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Veeva Systems Inc. (NYSE:VEEV) Q2 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, good afternoon. My name is Krista and I will be your conference operator today.
Does Veeva Systems (VEEV) Have Attractive Long-Term Outlook?
Conestoga Capital Advisors, an asset management company, released its “Mid-Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Veeva Systems (VEEV) a Good Investment Choice?
Ensemble Capital Management, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Billionaire Hedge Funds
