VEEV
Veeva Systems Inc-class A
3 super-investors hold VEEV worth a combined $130M. The largest position: Jensen Investment Management at 2.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #472 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own VEEV
Interest in VEEV within this cohort is thin and, by the historical trend, fading. Three managers currently hold positions totaling roughly $130M, but the ownership count series — which peaked at two for several quarters before an apparent drop to zero and then recovery — signals instability rather than conviction building. Jensen Investment Management is the dominant holder at 2.0% of its portfolio and $100M, making it effectively the anchor of the entire cohort position; Torray Funds and Joel Greenblatt's firm hold much smaller stakes at 0.6% and a negligible portfolio weight, respectively. No manager added, trimmed, started, or exited a position this quarter, suggesting a period of watchful holding rather than active conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Jensen Investment Management | 2.0% | 8q | $100M | 566,467 |
| 2 | Joel Greenblatt | <0.1% | 38q | $27M | 151,543 |
| 3 | Torray Funds | 0.6% | 13q | $4M | 23,758 |
Owners of VEEV also hold
Long US equity 13F-HR filings only. CUSIP 922475108. Not investment advice.