Morgan Stanley ownership in VEEV / Veeva Systems Inc.

Veeva Systems Inc.

AT ˙ WBAG ˙ US9224751084

€ 153,50 ↑1,35 (0,89%)

2026-06-04
AKTIENPREIS

Security	AT:VEEV / Veeva Systems Inc.
Institution	Morgan Stanley
Latest Disclosed Ownership	1,220,689 shares
Ownership	0.90%

2022-11-09 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,220,689 shares of Veeva Systems Inc. (AT:VEEV). This represents 0.9 percent ownership of the company. In their previous filing dated 2022-02-10 , Morgan Stanley had reported owning 9,759,393 shares, indicating a decrease of -87.49 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2022-11-09	2022-11-09	13G/A	9,759,393	1,220,689	-87.49	0.90	-87.14
2022-02-10	2022-02-10	13G/A	13,478,919	9,759,393	-27.60	7.00	-29.29
2021-02-12	2021-02-12	13G/A	9,091,108	13,478,919	48.26	9.90	43.48
2020-02-13	2020-02-13	13G/A	10,894,349	9,091,108	-16.55	6.90	-20.69
2019-02-12	2019-02-12	13G/A	12,493,806	10,894,349	-12.80	8.70	-18.69
2018-02-13	2018-02-13	13G/A	11,481,652	12,493,806	8.82	10.70	7.00
2017-11-09	2017-11-09	13G		11,481,652		10.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	VEEVA SYS	CL A COM	922475108	1,398,621	-32,898	-2.30	245,682	-23.12	0.0148
2026-05-27	2025-12-31	13F/A-1	VEEVA SYS	CL A COM	922475108	1,431,519	-32,804	-2.24	319,559	-26.75	0.0191
2026-02-13	2025-12-31	13F	VEEVA SYS	CL A COM	922475108	1,431,519	-32,804		319,559		0.0191
2026-05-27	2025-09-30	13F/A-1	VEEVA SYS	CL A COM	922475108	1,464,323	140,278	10.59	436,237	14.41	0.0264
2025-11-14	2025-09-30	13F	VEEVA SYS	CL A COM	922475108	1,464,323	140,278		436,237		0.0264
2025-08-15	2025-06-30	13F	VEEVA SYS	CL A COM	922475108	1,324,045	219,388	19.86	381,299	49.02	0.0248
2025-05-15	2025-03-31	13F	VEEVA SYS	CL A COM	922475108	1,104,657	-22,171	-1.97	255,872	8.00	0.0183
2025-05-15	2024-12-31	13F/A-1	VEEVA SYS	CL A COM	922475108	1,126,828	151,473	15.53	236,916	15.74	0.0166
2025-02-14	2024-12-31	13F	VEEVA SYS	CL A COM	922475108	1,126,828	151,473		236,916		0.0166
2025-05-14	2024-09-30	13F/A-2	VEEVA SYS	CL A COM	922475108	975,355	-222,027	-18.54	204,698	-6.59	0.0148
2025-02-14	2024-09-30	13F/A-1	VEEVA SYS	CL A COM	922475108	975,355	-222,027		204,698		0.0148
2024-11-14	2024-09-30	13F	VEEVA SYS	CL A COM	922475108	975,355	-222,027		204,698		0.0148
2025-05-14	2024-06-30	13F/A-2	VEEVA SYS	CL A COM	922475108	1,197,382	-539,034	-31.04	219,133	-45.53	0.0170
2024-10-17	2024-06-30	13F/A-1	VEEVA SYS	CL A COM	922475108	1,197,382	-539,034		219,133		0.0170
2024-08-14	2024-06-30	13F	VEEVA SYS	CL A COM	922475108	1,197,382	-539,034		219,133		0.0170
2024-10-17	2024-03-31	13F/A-2	VEEVA SYS	CL A COM	922475108	1,736,416	86,216	5.22	402,311	26.63	0.0323
2024-08-16	2024-03-31	13F/A-1	VEEVA SYS	CL A COM	922475108	1,736,416	86,216		402,311		0.0323
2024-05-15	2024-03-31	13F	VEEVA SYS	CL A COM	922475108	1,736,416	86,216		402,311		0.0323
2024-08-16	2023-12-31	13F/A-1	VEEVA SYS	CL A COM	922475108	1,650,200	-138,789	-7.76	317,697	-12.71	0.0280
2024-02-13	2023-12-31	13F	VEEVA SYS	CL A COM	922475108	1,650,200	-138,789		317,697		0.0280
2023-11-15	2023-09-30	13F	VEEVA SYS	CL A COM	922475108	1,788,989	-52,753	-2.86	363,970	-0.05	0.0370
2023-08-14	2023-06-30	13F	VEEVA SYS	CL A COM	922475108	1,841,742	-158,044	-7.90	364,168	-0.92	0.0359
2023-05-15	2023-03-31	13F	VEEVA SYS	CL A COM	922475108	1,999,786	-30,292	-1.49	367,541	12.19	0.0394
2023-02-14	2022-12-31	13F	VEEVA SYS	CL A COM	922475108	2,030,078	-1,739,686	-46.15	327,614	-47.29	0.0372
2022-11-14	2022-09-30	13F	VEEVA SYS	CL A COM	922475108	3,769,764	-2,276,910	-37.66	621,560	-48.09	0.0847
2022-10-27	2022-06-30	13F/A-1	VEEVA SYS	CL A COM	922475108	6,046,674	-3,302,229	-35.32	1,197,482	-39.71	0.1554
2022-08-15	2022-06-30	13F	VEEVA SYS	CL A COM	922475108	6,046,674	-3,302,229		1,197,482		0.0313
2022-10-27	2022-03-31	13F/A-1	VEEVA SYS	CL A COM	922475108	9,348,903	-1,482,568	-13.69	1,986,268	-28.22	0.2679
2022-05-13	2022-03-31	13F	VEEVA SYS	CL A COM	922475108	9,348,903	-1,482,568		1,986,268		0.2679
2022-02-14	2021-12-31	13F	VEEVA SYS	CL A COM	922475108	10,831,471	-30,311	-0.28	2,767,225	-11.59	0.3417
2021-11-15	2021-09-30	13F	VEEVA SYS	CL A COM	922475108	10,861,782	-2,673,317	-19.75	3,130,041	-25.63	0.4216
2021-08-23	2021-06-30	13F/A-1	VEEVA SYS	CL A COM	922475108	13,535,099	-524,723	-3.73	4,208,738	14.59	0.5551
2021-08-16	2021-06-30	13F	VEEVA SYS	CL A COM	922475108	13,535,099	-524,723		4,208,738		0.1154
2021-05-17	2021-03-31	13F	VEEVA SYS	CL A COM	922475108	14,059,822	-1,124,922	-7.41	3,672,988	-11.15	0.5395
2021-02-16	2020-12-31	13F	VEEVA SYS	CL A COM	922475108	15,184,744	573,773	3.93	4,134,047	0.62	0.6385
2020-11-13	2020-09-30	13F	VEEVA SYS	CL A COM	922475108	14,610,971	539,396	3.83	4,108,459	24.55	0.7947
2020-08-14	2020-06-30	13F	VEEVA SYS	CL A COM	922475108	14,071,575	47,767	0.34	3,298,659	50.42	0.7301
2020-05-26	2020-03-31	13F/A-1	VEEVA SYS	CL A COM	922475108	14,023,808	3,914,812	38.73	2,192,902	54.22	0.5959
2020-05-15	2020-03-31	13F	VEEVA SYS	CL A COM	922475108	14,023,808	3,914,812		2,192,902		594,849.6538
2020-02-14	2019-12-31	13F	VEEVA SYS	CL A COM	922475108	10,108,996	1,931,000	23.61	1,421,930	13.87	0.3307
2019-11-14	2019-09-30	13F	VEEVA SYS	CL A COM	922475108	8,177,996	1,018,208	14.22	1,248,698	7.58	0.3306
2019-08-14	2019-06-30	13F	VEEVA SYS	CL A COM	922475108	7,159,788	-4,039,927	-36.07	1,160,673	-18.31	0.3089
2019-05-15	2019-03-31	13F	VEEVA SYS	CL A COM	922475108	11,199,715	-1,273,069	-10.21	1,420,796	27.53	0.4022
2019-02-14	2018-12-31	13F	VEEVA SYS	CL A COM	922475108	12,472,784	39,332	0.32	1,114,070	-17.70	0.3334
2019-04-23	2018-09-30	13F/A-2	VEEVA SYS	CL A COM	922475108	12,433,452	-695,843	-5.30	1,353,630	34.14	0.3388
2018-11-20	2018-09-30	13F/A-1	VEEVA SYS	CL A COM	922475108	12,433,452	0		1,353,630		0.3388
2018-11-14	2018-09-30	13F	VEEVA SYS	CL A COM	922475108	12,433,452	-695,843		1,353,630
2019-04-23	2018-06-30	13F/A-1	VEEVA SYS	CL A COM	922475108	13,129,295	565,589	4.50	1,009,118	10.00	0.2726
2018-08-14	2018-06-30	13F	VEEVA SYS	CL A COM	922475108	13,129,295	565,589		1,009,118
2019-04-23	2018-03-31	13F/A-1	VEEVA SYS	CL A COM	922475108	12,563,706	-950,579	-7.03	917,400	22.80	0.2546
2018-05-14	2018-03-31	13F	VEEVA SYS	CL A COM	922475108	12,563,706	-950,579		917,400
2019-04-23	2017-12-31	13F/A-1	VEEVA SYS	CL A COM	922475108	13,514,285	3,552,011	35.65	747,070	32.94	0.2045
2018-02-14	2017-12-31	13F	VEEVA SYS	CL A COM	922475108	13,514,285	3,552,011		747,070
2017-11-14	2017-09-30	13F	VEEVA SYS	CL A COM	922475108	9,962,274	1,308,628	15.12	561,973	5.92	0.1683
2017-08-11	2017-06-30	13F	VEEVA SYS	CL A COM	922475108	8,653,646	213,716	2.53	530,553	22.59	0.1603
2017-05-22	2017-03-31	13F/A-1	VEEVA SYS	CL A COM	922475108	8,439,930	4,482,021	113.24	432,800	168.67	0.1330
2017-05-12	2017-03-31	13F	VEEVA SYS	CL A COM	922475108	8,439,930			432,800
2017-02-22	2016-12-31	13F/A-1	VEEVA SYS	CL A COM	922475108	3,957,909	1,900,342	92.36	161,087	89.66	0.0527
2017-02-13	2016-12-31	13F	VEEVA SYS	CL A COM	922475108	3,957,909			161,087
2016-11-10	2016-09-30	13F	VEEVA SYS	CL A COM	922475108	2,057,567	248,751	13.75	84,936	37.62	0.0290
2016-08-12	2016-06-30	13F	VEEVA SYS	CL A COM	922475108	1,808,816	78,088	4.51	61,717	42.41	0.0223
2016-05-12	2016-03-31	13F	VEEVA SYS	CL A COM	922475108	1,730,728	387,594	28.86	43,339	11.84	0.0167
2016-02-09	2015-12-31	13F	VEEVA SYS	CL A COM	922475108	1,343,134	-279,887	-17.24	38,750	1.99	0.0140
2016-02-08	2015-09-30	13F/A-1	VEEVA SYS	CL A COM	922475108	1,623,021	105,684	6.97	37,995	-10.67	0.0140
2015-11-09	2015-09-30	13F	VEEVA SYS	CL A COM	922475108	1,623,021			37,995
2015-08-12	2015-06-30	13F	VEEVA SYS	CL A COM	922475108	1,517,337	-363,255	-19.32	42,531	-11.41	0.0147
2015-05-14	2015-03-31	13F	VEEVA SYS	CL A COM	922475108	1,880,592	376,017	24.99	48,011	20.82	0.0177
2015-02-13	2014-12-31	13F	VEEVA SYS	CL A COM	922475108	1,504,575	-32,496	-2.11	39,736	-8.23	0.0145
2014-12-16	2014-09-30	13F/A-1	VEEVA SYS	CL A COM	922475108	1,537,071	829,993	117.38	43,299	129.35	0.0166
2014-11-14	2014-09-30	13F	VEEVA SYS	CL A COM	922475108	1,537,071			43,299
2014-05-13	2014-03-31	13F	VEEVA SYS	CL A COM	922475108	707,078	96,847	15.87	18,879	-3.62	0.0079
2014-02-13	2013-12-31	13F	VEEVA SYS	CL A COM	922475108	610,231	610,231		19,588		0.0083

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.