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
- 25
- Reported value
- $8.6bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 among 95 comparable managers.
Amazon Com Inc
- Holders
- 69
- Reported value
- $244bn
- Buyers
- 33
- Sellers
- 36
Breadth -3 among 95 comparable managers.
Who holds both, Q3 2025
Both (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only VEEV (2)
Only AMZN (46)
Altimeter Capital Management LP, Appaloosa LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, 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, Eisler Capital Management Ltd, Farallon Capital Management 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, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, and 21 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.