VEEV

Veeva Systems Inc-class A

7 super-investor ownerscombined $165Mlargest position 1.9%

3 NEW

7 of the 83 super-investors we track hold VEEV, worth a combined $165M per their latest 13F filings. The largest position: Jensen Investment Management at 1.9% of their portfolio. This quarter the cohort logged 3 buys and 0 sells on the name. Conviction score: 31 of 100 (how strongly the cohort backs it) — ranked #317 of 742 stocks. The stock is up 7.0x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 4 more super-investors hold it than in 2026Q1.

Held through it: Chase Coleman (8q straight), Jensen Investment Management (8q straight), Torray Funds (13q straight) and 2 more. All multibaggers the cohort held →

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Why super-investors own VEEV

VEEV is held by 7 super-investors in our cohort, with a combined position value of $165M. The highest-conviction owner is Jensen Investment Management at 1.9% of their portfolio. Cohort ownership has grown from 5 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 3 new positions.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 7

Peak: 7

Owners (7) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Jensen Investment Management	1.9%	9q	$80M	449,489
2	Terry Smith	1.0%	— 1q	$46M	259,070
3	Francois Rochon	0.6%	— 1q	$17M	94,956
4	Joel Greenblatt	<0.1%	38q	$11M	64,755
5	Torray Funds	0.6%	14q	$4M	24,625
6	Vulcan Value Partners	0.1%	— 1q	$4M	21,240
7	Hillman Capital Management	1.8%	— 1q	$2M	14,008