VEEV
Veeva Systems Inc. · Technology · Software - Application
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom -0.1% ·
netto nieuwe posities +4.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 235.53K | $54.87M | n/a | n/a |
| Q2 2026 | 161 | +8 | 99.81M | $17.69B | +14 | −7 |
| Q1 2026 | 157 | -16 | 94.87M | $16.96B | n/a | −17 |
| Q4 2025 | 172 | +2 | 104.33M | $23.28B | +3 | n/a |
| Q3 2025 | 24 | 0 | 58.43M | $17.39B | n/a | −1 |
| Q2 2025 | 22 | +1 | 50.01M | $14.40B | +2 | −1 |
| Q1 2025 | 18 | 0 | 18.50M | $4.28B | n/a | n/a |
| Q4 2024 | 18 | 0 | 16.58M | $3.48B | +2 | −2 |
| Q3 2024 | 17 | +2 | 12.61M | $2.65B | +2 | n/a |
| Q2 2024 | 15 | n/a | 12.74M | $2.33B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 14.97M | n/a | $4.31B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passief) | 10.88M | n/a | $3.13B | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 3 | Fidelity (FMR) ✦ | 5.71M | n/a | $1.64B | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 4 | State Street Global Advisors ✦ (passief) | 3.43M | -1.0% | $987.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 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 ✦ (passief) | 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 | Nieuw | $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 | Nieuw | $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 ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| D. E. Shaw & Co. | $31.07M | 0.0% |
| Bridgewater Associates | $8.58M | 0.0% |
Verlaten
| Point72 Asset Management | $35.81M | was 0.1% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,012 houders, 134.91M aandelen, $22.31B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 708 aand · $211,120
Officer · 975 aand · $291,810
Officer · 3.52K aand · $1.05M
Director · 750 aand · $195,780
Officer · 10.00K aand · $2.81M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie