L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
16 Feb 2024
latest of these filings; the earliest 17 Jan 2024
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 17 listed it in both
Shares listed
28,718,757
combined, among listed positions
Reported value
$5.5bn
combined, at the quarter end

Among the 93 comparable managers: 12 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing VEEV in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
AllianceBernstein LP6,739,385$1.3bn0.50%Trimmed-205,91814 Feb 2024 (the filing on sec.gov)
Artisan Partners LP6,581,353$1.3bn1.95%Trimmed-3,576,11512 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc5,811,486$1.1bn0.15%Trimmed-1,802,72616 Feb 2024 (the filing on sec.gov)
MFS Investment Management2,167,960$417m0.13%Added+122,5468 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP1,755,564$338m0.06%Trimmed-1,559,74012 Feb 2024 (the filing on sec.gov)
Durable Capital Partners LP936,650$180m1.42%Added+46,95214 Feb 2024 (the filing on sec.gov)
Capital World Investors764,427$147munder 0.1%Held013 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP709,755$137m0.53%Newnew14 Feb 2024 (the filing on sec.gov)
Viking Global Investors LP579,753$112m0.41%Newnew14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP450,835$87m0.49%Trimmed-14,31114 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.416,410$80m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC336,351$65m0.25%Trimmed-43,89313 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC284,605$55m0.10%Added+65,35414 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC267,800$52m0.08%Newnew13 Feb 2024 (the filing on sec.gov)
ARK Investment Management LLC226,786$44m0.26%Added+26,95817 Jan 2024 (the filing on sec.gov)
Woodline Partners LP180,345$35m0.38%Trimmed-34,74414 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP143,500$28m0.06%Trimmed-59,50014 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC133,180$26munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP129,081$25m0.06%Trimmed-18,84314 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co54,035$10munder 0.1%Trimmed-3,66626 Jan 2024 (the filing on sec.gov)
Quantbot Technologies LP37,021$7.1m0.41%Newnew14 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd7,311$1.4munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP3,749$722kunder 0.1%Added+1,84214 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd1,415$272kunder 0.1%Trimmed-7314 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 12 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VEEV by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20134$9.7mn.a.n.a.
Q1 20145$225mn.a.n.a.
Q2 20145$205mn.a.n.a.
Q3 20146$374mn.a.n.a.
Q4 20146$371mn.a.n.a.
Q1 20154$434mn.a.n.a.
Q2 20157$580mn.a.n.a.
Q3 20155$401mn.a.n.a.
Q4 20157$539mn.a.n.a.
Q1 20165$451mn.a.n.a.
Q2 201611$688mn.a.n.a.
Q3 201611$806mn.a.n.a.
Q4 201610$895mn.a.n.a.
Q1 20178$1.0bnn.a.n.a.
Q2 20179$932mn.a.n.a.
Q3 201710$849mn.a.n.a.
Q4 20177$761mn.a.n.a.
Q1 201813$1.2bnn.a.n.a.
Q2 201812$1.2bnn.a.n.a.
Q3 201816$1.9bnn.a.n.a.
Q4 201813$2.0bnn.a.n.a.
Q1 201920$3.1bnn.a.n.a.
Q2 201925$4.1bnn.a.n.a.
Q3 201919$3.8bnn.a.n.a.
Q4 201921$3.5bnn.a.n.a.
Q1 202016$4.3bnn.a.n.a.
Q2 202018$5.8bnn.a.n.a.
Q3 202022$7.1bnn.a.n.a.
Q4 202018$7.0bnn.a.n.a.
Q1 202114$6.5bnn.a.n.a.
Q2 202118$8.0bnn.a.n.a.
Q3 202122$8.1bnn.a.n.a.
Q4 202119$7.2bnn.a.n.a.
Q1 202216$6.4bnn.a.n.a.
Q2 202219$6.9bnn.a.n.a.
Q3 202218$5.5bnn.a.n.a.
Q4 202224$5.8bnn.a.n.a.
Q1 202322$6.2bnn.a.n.a.
Q2 202321$6.6bnn.a.n.a.
Q3 202322$7.6bnn.a.n.a.
Q4 202324$5.5bn1211
Q1 202418$6.6bn1211
Q2 202422$4.7bn139
Q3 202420$5.4bn1210
Q4 202421$4.9bn1211
Q1 202520$6.4bn138
Q2 202529$8.5bn208
Q3 202525$8.6bn1211
Q4 202532$6.2bn2519
Q1 202619$4.2bn1924
Q2 202612$2.9bn1522

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VEEV and GOOGL →VEEV and AMZN →VEEV and MSFT →Choose a stock to compare with VEEV →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VEEV, latest filings →Back to the 13F Explorer →