Clean Yield Group VEEV VEEVA SYS INC CL A COM

Ownership history in Clean Yield Group  ·  6 quarters on record

AI Ownership Summary

Clean Yield Group reported VEEVA SYS INC CL A COM (VEEV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.87% in 2025 Q2. The latest visible filing shows VEEV at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VEEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clean Yield Group's position in VEEVA SYS INC CL A COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VEEV was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clean Yield Group held VEEV — position size vs. price
% of Fund (quarterly)    VEEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,907 +339 +1.6% 1.08% $3.8M 2026-04-14 $159.09
2025 Q4 ADDED 21,568 +82 +0.4% 1.34% $4.8M 2026-01-26 $224.18
2025 Q3 REDUCED 21,486 -215 -1.0% 1.81% $6.4M 2025-10-23 $291.50
2025 Q2 REDUCED 21,701 -319 -1.4% 1.87% $6.2M 2025-07-17 $276.46
2025 Q1 ADDED 22,020 +5,433 +32.8% 1.66% $5.1M 2025-04-14 $223.66
2024 Q4 INITIATED 16,587 1.11% $3.5M 2025-01-13 $212.84

FAQ About Clean Yield Group and VEEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clean Yield Group reported owning VEEV?

Clean Yield Group reported VEEV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VEEV position in Clean Yield Group's portfolio?

The largest reported portfolio weight for VEEV was 1.87% in 2025 Q2.

What is the latest reported VEEV position on this page?

The most recent filing on this page is 2026 Q1, when Clean Yield Group reported 21,907 shares, equal to 1.08% of portfolio, with an estimated market value of $3.8M.

What does the chart on this VEEV ownership page compare?

The chart compares Clean Yield Group's quarterly VEEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clean Yield Group time their VEEV position?

Based on 13F filing dates vs. subsequent VEEV price moves, Clean Yield Group correctly timed 3 out of 5 reported position changes (60%).

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