← Top Holdings
VEEVVeeva Systems Inc. Class A
CUSIP: 922475108
2
Guru Owners
$103.7M
Total Value Held
590,225
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Jensen Investment Management | 566467 | $99.5M | 1.96% | $175.66 | Q1 2026 | |
| Torray LLC | 23758 | $4.2M | 0.61% | $175.66 | Q1 2026 |
📊 Fundamentals
Market Cap$31.2B
P/E Ratio34.0x
Above market avg
Forward P/E19.2x
P/FCF24.8x
EPS (TTM)$5.65
Revenue (TTM)$3.3B
Profit Margin28.37%
Beta0.94
52-Week Range
$148.05
$310.50
Current: $192.30
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 34.0x trailing earnings → 19.2x forward · 28.4% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q1 '262 owners · $103.7M
Q4 '255 owners · $846.9M
Q3 '255 owners · $1.25B
Q2 '254 owners · $992.0M
Q1 '253 owners · $572.3M
Q4 '242 owners · $86.4M
💰 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. 12.0%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
37.9%current: 37.9%
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 2 superinvestors · 3 congress member trades
$1,001 - $15,0002025-05-29
$1,001 - $15,0002025-05-16
$1,001 - $15,0002025-03-20