VEEV
Veeva Systems Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +4.8% ·
flujo de acciones -0.1% ·
nuevas posiciones netas +4.5%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 163 | +8 | 100.62M | $17.83B | +14 | −5 |
| Q1 2026 | 157 | -16 | 94.87M | $16.96B | — | −17 |
| Q4 2025 | 172 | +2 | 104.33M | $23.28B | +3 | — |
| Q3 2025 | 24 | 0 | 58.43M | $17.39B | — | −1 |
| Q2 2025 | 22 | +1 | 50.01M | $14.40B | +2 | −1 |
| Q1 2025 | 18 | 0 | 18.50M | $4.28B | — | — |
| Q4 2024 | 18 | 0 | 16.58M | $3.48B | +2 | −2 |
| Q3 2024 | 17 | +2 | 12.61M | $2.65B | +2 | — |
| Q2 2024 | 15 | — | 12.74M | $2.33B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 14.97M | — | $4.31B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 10.88M | — | $3.13B | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 3 | Fidelity (FMR) ✦ | 5.71M | — | $1.64B | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 4 | State Street Global Advisors ✦ (pasivo) | 3.43M | -1.0% | $987.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 3.09M | +3.8% | $888.11M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Tiger Global Management ✦ | 2.42M | 0.0% | $697.06M | 2.0% | Held | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 1.84M | +111.7% | $526.51M | 0.4% | ▲ Add | 5 | SEC ↗ ×8 |
| 8 | T. Rowe Price ✦ | 1.81M | -54.6% | $522.29M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 9 | Wellington Management ✦ | 1.45M | -8.2% | $417.13M | 0.1% | ▼ Trim | 5 | SEC ↗ ×7 |
| 10 | Norges Bank ✦ (pasivo) | 1.33M | +0.4% | $384.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 714.81K | +43.3% | $205.85M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 12 | Capital World Investors ✦ | 656.41K | +1.3% | $189.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 512.60K | +789.9% | $147.62M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 405.25K | +148.7% | $116.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Millennium Management ✦ | 332.43K | +99.0% | $95.73M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 16 | Marshall Wace ✦ | 154.65K | +1429.4% | $44.54M | 0.1% | ▲ Add | 5 | SEC ↗ ×3 |
| 17 | D. E. Shaw & Co. ✦ | 107.89K | Nuevo | $31.07M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 101.21K | -13.5% | $29.15M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 19 | ARK Investment Management ✦ | 49.86K | -8.7% | $14.36M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 29.79K | Nuevo | $8.58M | 0.0% | New | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 4.06K | +7.3% | $1.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Baillie Gifford ✦ | 42 | 0.0% | $12,095 | 0.0% | Held | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| D. E. Shaw & Co. | $31.07M | 0.0% |
| Bridgewater Associates | $8.58M | 0.0% |
Posición cerrada
| Point72 Asset Management | $35.81M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,012 tenedores, 134.91M acciones, $22.31B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 750 acc. · $195,780
Officer · 10.00K acc. · $2.81M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología