# Veeva Systems (VEEV): value investors who own it | moatshark

4 value investors held Veeva Systems in their Q3 2026 13F, led by Jensen Investment Management, Fundsmith, Giverny Capital, Vulcan Value Partners.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Jensen Investment Management | 1.9% | $79.8m | Trimmed -21% | 9 |
| Fundsmith | 1.1% | $145m | New | 1 |
| Giverny Capital | 0.6% | $16.9m | New | 1 |
| Vulcan Value Partners | 0.1% | $3.8m | New | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-14 | Faddis Jonathan | SVP, Gen. Counsel, Secretary | Sold | 3515 | $1.1m |
| 2026-10-14 | Faddis Jonathan | SVP, Gen. Counsel, Secretary | Sold | 975 | $292k |
| 2026-10-14 | Faddis Jonathan | SVP, Gen. Counsel, Secretary | Sold | 708 | $211k |
| 2026-10-02 | Rizzo Daniel J | EVP, Sales, Consulting, & Svcs | Sold | 4520 | $1.2m |
| 2026-10-02 | Rizzo Daniel J | EVP, Sales, Consulting, & Svcs | Sold | 321 | $89k |
| 2026-09-14 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 1000 | $265k |
| 2026-09-09 | Hung Priscilla | Director | Sold | 750 | $196k |
| 2026-08-27 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 10000 | $2.8m |
| 2026-08-13 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 33181 | $8.3m |
| 2026-08-13 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 1819 | $457k |
| 2026-08-13 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 1000 | $242k |
| 2026-07-16 | Schwenger Thomas D. | Pres. & Chief Customer Officer | Sold | 5000 | $1.0m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Fundsmith Equity ETF | Fundsmith | 3.0% | $233k | 2026-06-30 |
| Jensen Quality Growth Fund | Jensen Investment Management | 2.2% | $66.1m | 2026-05-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/veev). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.