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
- 19
- Reported value
- $4.2bn
- Buyers
- 19
- Sellers
- 24
Breadth -5 among 91 comparable managers.
Amazon Com Inc
- Holders
- 70
- Reported value
- $261bn
- Buyers
- 26
- Sellers
- 45
Breadth -19 among 91 comparable managers.
Who holds both, Q1 2026
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only VEEV (0)
None.
Only AMZN (51)
Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, and 26 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.