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VEEV · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VEEVMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VEEV
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterVEEVMSFT
Q3 202022 holders, $7.1bn63 holders, $218bn
Q4 202018 holders, $7.0bn66 holders, $228bn
Q1 202114 holders, $6.5bn65 holders, $241bn
Q2 202118 holders, $8.0bn62 holders, $273bn
Q3 202122 holders, $8.1bn64 holders, $283bn
Q4 202119 holders, $7.2bn65 holders, $336bn
Q1 202216 holders, $6.4bn63 holders, $297bn
Q2 202219 holders, $6.9bn67 holders, $245bn
Q3 202218 holders, $5.5bn68 holders, $216bn
Q4 202224 holders, $5.8bn62 holders, $217bn
Q1 202322 holders, $6.2bn65 holders, $254bn
Q2 202321 holders, $6.6bn69 holders, $304bn
Q3 202322 holders, $7.6bn71 holders, $281bn
Q4 202324 holders, $5.5bn66 holders, $333bn
Q1 202418 holders, $6.6bn68 holders, $361bn
Q2 202422 holders, $4.7bn67 holders, $374bn
Q3 202420 holders, $5.4bn69 holders, $356bn
Q4 202421 holders, $4.9bn70 holders, $338bn
Q1 202520 holders, $6.4bn67 holders, $294bn
Q2 202529 holders, $8.5bn65 holders, $401bn
Q3 202525 holders, $8.6bn70 holders, $427bn
Q4 202532 holders, $6.2bn68 holders, $411bn
Q1 202619 holders, $4.2bn64 holders, $312bn
Q2 202612 holders, $2.9bn60 holders, $291bn
VEEV

Veeva Sys Inc

Holders
29
Reported value
$8.5bn
Buyers
20
Sellers
8

Breadth +12 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
65
Reported value
$401bn
Buyers
42
Sellers
23

Breadth +19 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2025

Among the 67 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VEEV (2)

Durable Capital Partners LP, ExodusPoint Capital Management LP

Only MSFT (38)

Altimeter Capital Management LP, Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 13 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.

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