Holders over time
- VEEV
- AMZN
| Quarter | VEEV | AMZN |
|---|---|---|
| Q3 2020 | 22 holders, $7.1bn | 63 holders, $195bn |
| Q4 2020 | 18 holders, $7.0bn | 65 holders, $198bn |
| Q1 2021 | 14 holders, $6.5bn | 65 holders, $193bn |
| Q2 2021 | 18 holders, $8.0bn | 66 holders, $221bn |
| Q3 2021 | 22 holders, $8.1bn | 59 holders, $199bn |
| Q4 2021 | 19 holders, $7.2bn | 66 holders, $209bn |
| Q1 2022 | 16 holders, $6.4bn | 66 holders, $201bn |
| Q2 2022 | 19 holders, $6.9bn | 58 holders, $125bn |
| Q3 2022 | 18 holders, $5.5bn | 60 holders, $136bn |
| Q4 2022 | 24 holders, $5.8bn | 56 holders, $93.6bn |
| Q1 2023 | 22 holders, $6.2bn | 61 holders, $112bn |
| Q2 2023 | 21 holders, $6.6bn | 64 holders, $144bn |
| Q3 2023 | 22 holders, $7.6bn | 65 holders, $141bn |
| Q4 2023 | 24 holders, $5.5bn | 69 holders, $172bn |
| Q1 2024 | 18 holders, $6.6bn | 69 holders, $209bn |
| Q2 2024 | 22 holders, $4.7bn | 70 holders, $224bn |
| Q3 2024 | 20 holders, $5.4bn | 62 holders, $206bn |
| Q4 2024 | 21 holders, $4.9bn | 68 holders, $250bn |
| Q1 2025 | 20 holders, $6.4bn | 70 holders, $218bn |
| Q2 2025 | 29 holders, $8.5bn | 71 holders, $253bn |
| Q3 2025 | 25 holders, $8.6bn | 69 holders, $244bn |
| Q4 2025 | 32 holders, $6.2bn | 74 holders, $280bn |
| Q1 2026 | 19 holders, $4.2bn | 70 holders, $261bn |
| Q2 2026 | 12 holders, $2.9bn | 72 holders, $305bn |
Veeva Sys Inc
- Holders
- 24
- Reported value
- $5.5bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 among 93 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $172bn
- Buyers
- 44
- Sellers
- 23
Breadth +21 among 93 comparable managers.
Who holds both, Q4 2023
Both (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only VEEV (2)
Only AMZN (47)
Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, and 22 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.