VEEV

VEEVA SYSTEMS INC

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001393052
$159.54 -1.24% $25.9B
High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits
Vol
Market Cap$25.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders50 funds
Inst. Value$13.4B
Inst. Activity35 buys / 15 sells
Insider Activity0B / 3S
Insider Net $-$431.9K
Reddit Sentiment63° Warm
SEC Reports4
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001393052·Prev Close $161.55

Recent Activity

Jun 12, 2026 short_volume
Short Volume: VEEV — 57.5% short (0.5M / 0.9M)
Short: 498,745 | Exempt: 273 | TRF Vol: 866,981 | Short Ratio: 57.5% | Off-exchange volume (dark poo
Jun 5, 2026 SEC
Veeva reported FQ1 2027 results that exceeded guidance on all metrics: total revenue of $882.9M (+16% YoY) and GAAP dilu
8-K — Impact 7/10
Jun 1, 2026 Insider
Cabral Timothy S acquired via exercise 262 shares
Director
Jun 1, 2026 Insider
Carges Mark T acquired via exercise 271 shares
Director
Jun 1, 2026 Insider
Hung Priscilla acquired via exercise 262 shares
Director
May 4, 2026 SEC
Veeva Systems filed a DEFA14A (additional definitive proxy soliciting materials) on May 4, 2026, following a prior 8-K a
DEFA14A — Impact 3/10
Apr 20, 2026 SEC
Veeva Systems announced that Josh Faddis will retire as Senior Vice President and General Counsel effective November 1,
8-K — Impact 3/10
Inst.
FMR LLC — TRIM
2,613,526 shares ($459.1M)

Price Targets

$245.48 +53.9% upside Strong Buy
Current $159.54 Low $165.00 Median $235.00 High $350.00 27 analysts
$165.00 $350.00

Analyst Ratings

Buy72% buy · 36 analysts
9Strong Buy
17Buy
9Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 Citigroup MAINTAIN Neutral → Neutral
Jun 4, 2026 Mizuho MAINTAIN Outperform → Outperform
Jun 4, 2026 Goldman Sachs MAINTAIN Sell → Sell
Jun 4, 2026 Oppenheimer REITERATE Outperform → Outperform
Jun 4, 2026 Canaccord Genuity MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.22 ▲ +1.7% $2.20 — $2.27 12% YoY 24
Next Q $2.29 ▲ +1.4% $2.25 — $2.37 12% YoY 24
Current FY $9.06 ▲ +2.4% $9.00 — $9.21 12% YoY 25
Next FY $10.03 ▲ +1.5% $9.25 — $10.60 11% YoY 26

Top Institutional Holders

FundValueMove
BlackRock, Inc.$2.0B
ALLIANCEBERNSTEIN L.P.$1.4B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
VANGUARD CAPITAL MANAGEMENT LLC$1.2B
STATE STREET CORP$633.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Cabral TimothyM$0.00
Jun 1, 2026Carges MarkM$0.00
Jun 1, 2026Hung PriscillaM$0.00
Jun 1, 2026Hedley MaryM$0.00
Jun 1, 2026Wallach MatthewM$0.00

Reddit Sentiment

63°
Warm
Bearish Neutral Bullish
4 mentions 2 bullish 0 bearish
50 institutional holders with $13.4B total value (74,429,615 shares) as of 2026-Q1. Top holders: BlackRock,, ALLIANCEBERNSTEIN, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,558,875$2.0B15.2%
2ALLIANCEBERNSTEIN L.P.6,271,098$1.4B10.5%
3VANGUARD PORTFOLIO MANAGEMENT LLC7,376,031$1.3B9.7%
4VANGUARD CAPITAL MANAGEMENT LLC6,670,318$1.2B8.8%
5STATE STREET CORP3,608,655$633.9M4.7%
6FMR LLC2,613,526$459.1M3.4%TRIM -52.6%
7TWO SIGMA INVESTMENTS, LP1,823,999$320.4M2.4%
8SCHRODER INVESTMENT MANAGEMENT GROUP1,712,507$300.8M2.3%ADD +74.2%
9FEDERATED HERMES, INC.1,654,869$290.7M2.2%ADD +60.6%
10Swedbank AB1,645,128$289.0M2.2%ADD +43.5%
11Pictet Asset Management Holding SA1,593,795$280.0M2.1%ADD +43.6%
12WELLINGTON MANAGEMENT GROUP LLP1,544,257$271.3M2.0%
13Nuveen, LLC1,522,266$267.4M2.0%ADD +83.3%
14BANK OF AMERICA CORP /DE/1,469,469$258.1M1.9%
15MORGAN STANLEY1,398,621$245.7M1.8%
16BLAIR WILLIAM & CO/IL1,067,576$187.5M1.4%
17Legal & General Group Plc1,021,207$179.4M1.3%
18D. E. Shaw & Co., Inc.999,755$175.6M1.3%
19Amundi992,977$174.4M1.3%
20VANGUARD FIDUCIARY TRUST CO952,665$167.3M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM5,510,5512,613,526-52.6%$459.1M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD982,9201,712,507+74.2%$300.8M2026-Q1
FEDERATED HERMES, INC.ADD1,030,3121,654,869+60.6%$290.7M2026-Q1
Swedbank ABADD1,146,1571,645,128+43.5%$289.0M2026-Q1
Pictet Asset Management Holding SAADD1,110,0751,593,795+43.6%$280.0M2026-Q1
Nuveen, LLCADD830,6291,522,266+83.3%$267.4M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED301,413913,281+203.0%$160.4M2026-Q1
Capital World InvestorsDOUBLED385,356869,657+125.7%$152.8M2026-Q1
MARSHALL WACE, LLPDOUBLED56,318758,027+1246.0%$133.2M2026-Q1
BAILLIE GIFFORD & CODOUBLED49734,981+1499861.2%$129.1M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM881,223643,325-27.0%$113.0M2026-Q1
JENSEN INVESTMENT MANAGEMENT INCADD308,753566,467+83.5%$99.5M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED180,068527,343+192.9%$92.6M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD305,644517,332+69.3%$90.9M2026-Q1
Pacer Advisors, Inc.DOUBLED56,568485,046+757.5%$85.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM955,392478,748-49.9%$84.1M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM750,827433,991-42.2%$76.2M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD322,036425,082+32.0%$74.7M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED164,237417,517+154.2%$73.3M2026-Q1
Assenagon Asset Management S.A.DOUBLED112,880348,719+208.9%$61.3M2026-Q1
AMERIPRISE FINANCIAL INCADD173,982322,598+85.4%$56.7M2026-Q1
Trexquant Investment LPNEW252,336$44.3M2026-Q1
FRED ALGER MANAGEMENT, LLCNEW222,421$39.1M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM464,214219,321-52.8%$38.5M2026-Q1
Invesco Ltd.TRIM323,302215,631-33.3%$37.9M2026-Q1
13 unique insiders with 33 transactions. Net insider value: -$431.9K ($0.00 bought, $431.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Cabral Timothy SDirectorEXERCISE262
Jun 1, 2026Carges Mark TDirectorEXERCISE271
Jun 1, 2026Hung PriscillaDirectorEXERCISE262
Jun 1, 2026Hedley Mary LynneDirectorEXERCISE262
Jun 1, 2026Wallach Matthew JDirectorEXERCISE253
Jun 1, 2026MOHR MARSHALLDirectorEXERCISE289
Jun 1, 2026SEKHRI PAUL JDirectorEXERCISE253
Jun 1, 2026Ritter GordonDirectorEXERCISE298
Apr 30, 2026Hung PriscillaDirectorSELL750$155.64$116.7K
Apr 10, 2026Hung PriscillaDirectorSELL750$153.50$115.1K
Apr 7, 2026Faddis JonathanSVP, Gen. Counsel, SecretaryAWARD0
Apr 7, 2026Kondath VipinChief Accounting OfficerAWARD0
Apr 7, 2026Schwenger Thomas D.Pres. & Chief Customer OfficerAWARD0
Apr 7, 2026Van Wagener BrianChief Financial OfficerAWARD0
Apr 7, 2026Zuppas Eleni NitsaPresident & Chief of StaffAWARD0
Apr 1, 2026Zuppas Eleni NitsaPresident & Chief of StaffEXERCISE7,500
Apr 1, 2026Faddis JonathanSVP, Gen. Counsel, SecretaryEXERCISE7,500
Apr 1, 2026Faddis JonathanSVP, Gen. Counsel, SecretaryTAX W/H3,370$172.74$582.1K
Apr 1, 2026Zuppas Eleni NitsaPresident & Chief of StaffTAX W/H3,464$172.74$598.4K
Apr 1, 2026Kondath VipinChief Accounting OfficerTAX W/H914$172.74$157.9K
Apr 1, 2026Schwenger Thomas D.Pres. & Chief Customer OfficerEXERCISE2,043
Apr 1, 2026Kondath VipinChief Accounting OfficerEXERCISE2,500
Apr 1, 2026Schwenger Thomas D.Pres. & Chief Customer OfficerTAX W/H588$172.74$101.6K
Apr 1, 2026Van Wagener BrianChief Financial OfficerEXERCISE872
Apr 1, 2026Van Wagener BrianChief Financial OfficerTAX W/H370$172.74$63.9K
Mar 5, 2026Schwenger Thomas D.Pres. & Chief Customer OfficerSELL1,000$200.00$200.0K
Mar 1, 2026MOHR MARSHALLDirectorEXERCISE288
Mar 1, 2026Carges Mark TDirectorEXERCISE271
Mar 1, 2026SEKHRI PAUL JDirectorEXERCISE253
Mar 1, 2026Wallach Matthew JDirectorEXERCISE253
Mar 1, 2026Hung PriscillaDirectorEXERCISE262
Mar 1, 2026Hedley Mary LynneDirectorEXERCISE262
Mar 1, 2026Ritter GordonDirectorEXERCISE297

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (72% buy). Based on 36 analysts: 9 strong buy, 17 buy, 9 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$245.48 mean target +53.9% upside Strong Buy (1.90)
$165.00 Low $350.00 High
MetricValue
Current Price$159.54
Target Low$165.00
Target Mean$245.48
Target Median$235.00
Target High$350.00
# Analysts27
RecommendationStrong Buy (1.90)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$2.22 $2.20 $2.27 11.7% +1.7% 23↑ 3↓ $0.9B 14.7% 24
Next Q
2026-10-31
$2.29 $2.25 $2.37 12.0% +1.4% 21↑ 2↓ $0.9B 13.2% 24
Current FY
2027-01-31
$9.06 $9.00 $9.21 11.9% +2.4% 27↑ 0↓ $3.6B 14.0% 25
Next FY
2028-01-31
$10.03 $9.25 $10.60 10.7% +1.5% 22↑ 3↓ $4.1B 12.0% 26

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.222
7d ago$2.185+0.038
30d ago$2.185+0.037
60d ago$2.185+0.037
90d ago$2.185+0.038
20 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 Citigroup MAINTAIN Neutral Neutral
Jun 4, 2026 Mizuho MAINTAIN Outperform Outperform
Jun 4, 2026 Goldman Sachs MAINTAIN Sell Sell
Jun 4, 2026 Oppenheimer REITERATE Outperform Outperform
Jun 4, 2026 Canaccord Genuity MAINTAIN Hold Hold
Jun 4, 2026 Stifel MAINTAIN Buy Buy
Jun 4, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jun 4, 2026 UBS MAINTAIN Neutral Neutral
Jun 4, 2026 RBC Capital REITERATE Outperform Outperform
Jun 4, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jun 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jun 4, 2026 Barclays MAINTAIN Overweight Overweight
Jun 4, 2026 Baird MAINTAIN Outperform Outperform
Jun 4, 2026 BTIG REITERATE Buy Buy
Jun 4, 2026 Needham REITERATE Buy Buy
Jun 4, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 18, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 10, 2026 Citigroup DOWNGRADE Buy Neutral
Mar 9, 2026 Citigroup MAINTAIN Buy Buy
Mar 5, 2026 Canaccord Genuity MAINTAIN Hold Hold
Mar 5, 2026 TD Cowen MAINTAIN Buy Buy
Mar 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 5, 2026 Stifel MAINTAIN Buy Buy
Mar 5, 2026 Truist Securities REITERATE Buy Buy
Mar 5, 2026 RBC Capital MAINTAIN Outperform Outperform
Mar 5, 2026 UBS MAINTAIN Neutral Neutral
Mar 5, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 5, 2026 Needham MAINTAIN Buy Buy
Mar 5, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 26, 2026 Stifel MAINTAIN Buy Buy
Feb 25, 2026 Barclays MAINTAIN Overweight Overweight
Feb 24, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 20, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 20, 2026 UBS MAINTAIN Neutral Neutral
Feb 17, 2026 Morgan Stanley UPGRADE Underweight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202691791072%
May 1, 2026101891074%
Apr 1, 2026111891074%
Mar 1, 2026111891074%
Feb 1, 2026111792072%
Jan 1, 20261116102069%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

63°
Warm
Bearish Neutral Bullish
4 mentions 2 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
Apr 10, 2026160° Warm101
Apr 10, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Neutral 12d 16h ago
Anyone Play VEEV earning?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
VEEV looks oversold on both technicals and valuation. Thoughts?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
SOFTWARE SECTOR MASSACRE… like we don’t know already 🤷‍♂️
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: VEEV — 57.5% short (0.5M / 0.9M)
Short: 498,745 | Exempt: 273 | TRF Vol: 866,981 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: VEEV — 73.8% short (0.4M / 0.6M)
Short: 430,651 | Exempt: 1,341 | TRF Vol: 583,729 | Short Ratio: 73.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: VEEV — 58.6% short (0.5M / 0.9M)
Short: 505,918 | Exempt: 1,679 | TRF Vol: 862,872 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: VEEV — 70.9% short (0.6M / 0.8M)
Short: 568,862 | Exempt: 154 | TRF Vol: 802,145 | Short Ratio: 70.9% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: VEEV — 69.4% short (0.6M / 0.9M)
Short: 590,725 | Exempt: 1,382 | TRF Vol: 851,728 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: VEEV — 58.9% short (0.9M / 1.5M)
Short: 891,105 | Exempt: 2,120 | TRF Vol: 1,512,761 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
earnings_calendar
VEEV Q1 2027 Earnings After Market Close — 2026-06-03
Jun 3, 2026
short_volume
Short Volume: VEEV — 68.9% short (1.1M / 1.6M)
Short: 1,083,242 | Exempt: 1,307 | TRF Vol: 1,571,130 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: VEEV — 74.3% short (1.3M / 1.7M)
Short: 1,271,742 | Exempt: 1,315 | TRF Vol: 1,710,757 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: VEEV — 70.2% short (0.5M / 0.7M)
Short: 484,627 | Exempt: 448 | TRF Vol: 690,163 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: VEEV — 67.3% short (0.5M / 0.8M)
Short: 521,376 | Exempt: 196 | TRF Vol: 775,182 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: VEEV — 2.9M shares, 65,353 trades
Week starting 2026-05-25. Total ATS volume: 2,914,860 shares across 65,353 trades.
May 21, 2026
short_volume
Short Volume: VEEV — 61.0% short (0.5M / 0.8M)
Short: 503,596 | Exempt: 139 | TRF Vol: 825,188 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: VEEV — 58.4% short (0.4M / 0.6M)
Short: 372,733 | Exempt: 2,767 | TRF Vol: 638,445 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: VEEV — 3.0M shares, 70,545 trades
Week starting 2026-05-18. Total ATS volume: 3,021,861 shares across 70,545 trades.