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Which hedge funds own VEEV? VEEVA SYS INC, Q2 2026 13F holders

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74 tracked hedge funds disclosed a position in VEEV (VEEVA SYS INC) in their Q2 2026 13F filings, worth $2.9bn in total. The largest holder by portfolio weight is Linonia Partnership LP at 14.0% of its book. 21 opened a new position this quarter: Prevatt Capital Ltd, Defilade Capital Management, L.P., 4D Advisors, LLC, Stockbridge Partners LLC. 30 exited: ThornTree Capital Partners LP, Square Wave Capital, LLC, Goodnow Investment Group, LLC.

74
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
21
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
30
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$393m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$316m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$2.9bn
Combined value
Sum of the holders' reported positions in the security.
6.0%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

74 rows
Linonia Partnership LP Hedge fund14.0%$783m4.41m−10%reduced
Alfreton Capital LLP Hedge fund13.4%$53.2m300,0000.0%held
Lead Edge Capital Management, LLC Hedge fund10.5%$57.9m326,306+52%added
Sellaronda Global Management LP Hedge fund10.3%$16.4m92,500−16%reduced
Nellore Capital Management LLC Hedge fund9.5%$86.0m484,515+8.3%added
Ashe Capital Management, LP Hedge fund8.1%$75.2m423,917−6.5%reduced
Prevatt Capital Ltd Hedge fund6.2%$28.4m160,000–new
Defilade Capital Management, L.P. Hedge fund5.6%$42.0m236,709–new
Long Path Partners LP Hedge fund4.0%$9.4m52,738+60%added
Makena Capital Management LLC Hedge fund3.8%$35.9m202,465+30%added
Prosight Management, LP Hedge fund3.2%$18.8m106,200+23%added
4D Advisors, LLC Hedge fund2.7%$7.1m40,000–new
Route One Investment Company, L.P. Hedge fund1.6%$37.5m211,350+16%added
Stockbridge Partners LLC Hedge fund1.5%$71.8m404,617–new
Long Corridor Asset Management Ltd Hedge fund1.1%$3.5m20,000−20%reduced
Fundsmith (Terry Smith) Long-only investor1.1%$145m816,785–new
Fundsmith Investment Services Ltd. Hedge fund1.0%$46.0m259,070–new
KR Capital LP Hedge fund0.9%$9.1m51,073−31%reduced
MYDA Advisors LLC Hedge fund0.9%$3.5m20,000–new
Elwood Capital Partners LP Hedge fund0.8%$1.1m6,3840.0%held
Aristides Capital LLC Hedge fund0.6%$2.5m14,050–new
Giverny Capital (François Rochon) Long-only investor0.6%$16.9m94,956–new
Crosslink Capital Inc Hedge fund0.6%$7.5m42,330−48%reduced
Cunning Capital Partners, LP Hedge fund0.5%$1.4m7,6710.0%held
CTC Alternative Strategies, Ltd. Hedge fund0.4%$284k1,600–new
Bayforest Capital Ltd Hedge fund0.3%$345k1,943–new
Quantitative Investment Management, LLC Hedge fund0.3%$2.3m13,053−45%reduced
Twin Tree Management, LP Hedge fund0.3%$1.6m9,111+1104%added
Machina Capital S.A.S. Hedge fund0.2%$1.5m8,588−34%reduced
Candriam S.C.A. Hedge fund0.2%$51.4m289,725+13%added
AQR Capital Management LLC Hedge fund0.2%$615m3.50m+35%added
Numerai GP LLC Hedge fund0.2%$2.5m14,074+35%added
Trexquant Investment LP Hedge fund0.2%$32.3m181,994−28%reduced
West Family Investments, Inc. Family office0.2%$651k3,671–new
Capital Fund Management S.A. Hedge fund0.2%$24.9m140,478−4.0%reduced
Tobam Hedge fund0.2%$710k4,003+422%added
Voloridge Investment Management, LLC Hedge fund0.2%$39.3m221,620−47%reduced
Two Sigma Investments, LP Hedge fund0.1%$167m943,507−48%reduced
Baillie Gifford Long-only investor0.1%$138m776,918+5.7%added
Vulcan Value Partners Long-only investor0.1%$3.8m21,240–new
Capricorn Fund Managers Ltd Hedge fund0.1%$1.4m7,750+55%added
Woodline Partners LP Hedge fund0.1%$33.0m186,006+2943%added
AlphaGrep UK Ltd Hedge fund0.10%$324k1,824+18%added
Summit Partners Public Asset Management, LLC Hedge fund0.09%$3.5m20,0000.0%held
Campbell & CO Investment Adviser LLC Hedge fund0.08%$1.6m9,099−23%reduced
Squarepoint Ops LLC Hedge fund0.06%$29.5m166,318−50%reduced
Wexford Capital LP Hedge fund0.05%$331k1,865–new
Brevan Howard Capital Management LP Hedge fund0.04%$3.0m16,819+17%added
Caxton Associates LLP Hedge fund0.04%$2.2m12,259–new
Mirabella Financial Services LLP Hedge fund0.04%$409k2,306−35%reduced