← Top Holdings
VEEVVEEVA SYS INC
CUSIP: 922475108
4
Guru Owners
$842.2M
Total Value Held
3.8M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Tiger Global Management | 2420500 | $540.3M | 1.82% | $223.23 | Q4 2025 | |
| Durable Capital Partners | 951896 | $212.5M | 2.01% | $223.23 | Q4 2025 | |
| Jensen Investment Management | 308753 | $68.9M | 1.08% | $223.23 | Q4 2025 | |
| Bridgewater Associates | 91766 | $20.5M | 0.07% | $223.23 | Q4 2025 |
📊 Fundamentals
Market Cap$27.8B
P/E Ratio31.1x
Above market avg
Forward P/E17.1x
P/FCF26.6x
EPS (TTM)$5.44
Revenue (TTM)$3.2B
Profit Margin28.44%
Beta1.10
52-Week Range
$148.05
$310.50
Current: $169.32
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 31.1x trailing earnings → 17.1x forward · 28.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '254 owners · $842.2M
Q3 '254 owners · $1.24B
Q2 '253 owners · $984.3M
Q1 '252 owners · $565.7M
Q4 '241 owners · $79.5M
Q3 '242 owners · $282.3M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
12%analyst est. 12.2%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
32.8%current: 32.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
VEEV: Held by 4 superinvestors · 3 congress member trades
$1,001 - $15,0002025-05-29
$1,001 - $15,0002025-05-16
$1,001 - $15,0002025-03-20