2
VEEV
VEEVA SYS INC · Information Technology
Consensus score 2/100 · #166 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
2
opened a position
Avg weight
0.8%
of their portfolios
Combined value
$162M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Fundsmith Concentrated | 1.1% | $145M | NEW |
| Giverny Capital Quality compounder | 0.6% | $17M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.