Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Veeva Systems Inc. (VEEV)
← All VEEV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 566,467 1.96 Add 83.47% 0.89 $168.14–245.49 · VW $193.69i $99,505,593 SEC
2025   Q4 308,753 1.08 Reduce 25.28% 0.39 $215.30–310.50 · VW $256.82i $68,922,932 SEC
2025   Q3 413,213 1.53 Add 1924.46% 1.45 $262.85–299.95 · VW $282.70i $123,100,285 SEC
2025   Q2 20,411 0.07 Reduce 6.59% <0.01 $201.54–291.69 · VW $257.90i $5,877,960 SEC
2025   Q1 21,851 0.06 Reduce 13.33% <0.01 $208.74–247.62 · VW $228.91i $5,061,347 SEC
2024   Q4 25,211 0.05 Add 8.43% <0.01 $200.30–258.93 · VW $222.19i $5,300,613 SEC
2024   Q3 23,251 0.04 Add 9.52% <0.01 $177.41–226.47 · VW $203.10i $4,879,687 SEC
2024   Q2 21,230 0.03 Buy 0.03 $170.25–232.05 · VW $191.72i $3,885,302 SEC
Price snapshot:
Current price$196.81
Avg. buy price$239.31
+/- since buy-17.76%
52-week low$148.05
52-week high$310.50