VEEVA SYS INC

Ticker: VEEV CUSIP: 922475108 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (114)

Increased Positions (323)

Square Wave Capital, LLC
Value ($000) $56,366 (+16.9%) Shares 252,500 (+56.0%)
GREENOAKS CAPITAL PARTNERS LLC
Value ($000) $155,128 (+123.5%) Shares 694,926 (+198.2%)
Nellore Capital Management LLC
Value ($000) $73,743 (-20.5%) Shares 330,345 (+6.1%)
CDAM (UK) Ltd
Value ($000) $52,004 (-23.4%) Shares 232,962 (+2.2%)
RGM Capital, LLC
Value ($000) $124,244 (-11.2%) Shares 556,572 (+18.5%)
MAKENA CAPITAL MANAGEMENT LLC
Value ($000) $25,403 (-2.3%) Shares 113,799 (+30.4%)
Seilern Investment Management Ltd
Value ($000) $70,066 (-20.1%) Shares 313,872 (+6.7%)
MARK SHEPTOFF FINANCIAL PLANNING, LLC
Value ($000) $6,337 (-20.3%) Shares 28,386 (+6.4%)
Tairen Capital Ltd
Value ($000) $11,338 (+381.5%) Shares 50,792 (+542.5%)
Baer Investment Advisory LLC
Value ($000) $3,636 (-21.7%) Shares 16,286 (+4.5%)
Aigen Investment Management, LP
Value ($000) $4,290 (+528.5%) Shares 19,217 (+738.8%)
Citizens Business Bank
Value ($000) $4,832 (+1509.2%) Shares 21,647 (+2047.5%)
New England Research & Management, Inc.
Value ($000) $1,878 (+180.2%) Shares 8,415 (+274.0%)
EDMOND DE ROTHSCHILD HOLDING S.A.
Value ($000) $81,996 (-11.6%) Shares 367,316 (+17.9%)
Holocene Advisors, LP
Value ($000) $232,320 (+411.2%) Shares 1,040,722 (+582.3%)
ITHAKA GROUP LLC
Value ($000) $12,207 (-24.0%) Shares 54,683 (+1.4%)
Campbell & CO Investment Adviser LLC
Value ($000) $9,398 (+1223.9%) Shares 42,102 (+1666.8%)
Snider Financial Group
Value ($000) $4,465 (-1.8%) Shares 20,000 (+31.0%)
LRT Capital Management, LLC
Value ($000) $1,342 (+1.1%) Shares 6,013 (+35.0%)
NORTH STAR ASSET MANAGEMENT INC
Value ($000) $29,647 (-15.9%) Shares 132,808 (+12.3%)

Decreased Positions (404)

OBERNDORF WILLIAM E
Value ($000) $6,644 (-40.1%) Shares 29,761 (-20.0%)
Linonia Partnership LP
Value ($000) $625,048 (-29.4%) Shares 2,800,018 (-5.7%)
BROWN CAPITAL MANAGEMENT LLC
Value ($000) $35,759 (-67.0%) Shares 160,187 (-56.0%)
Ashe Capital Management, LP
Value ($000) $104,453 (-36.3%) Shares 467,917 (-15.0%)
CROSSLINK CAPITAL INC
Value ($000) $28,407 (-47.3%) Shares 127,255 (-29.7%)
TRAN CAPITAL MANAGEMENT, L.P.
Value ($000) $10,284 (-58.4%) Shares 46,069 (-44.5%)
Fairman Group, LLC
Value ($000) $3,719 (-40.5%) Shares 16,659 (-20.6%)
Alphinity Investment Management Pty Ltd
Value ($000) $266,443 (-36.9%) Shares 1,193,579 (-15.8%)
Durable Capital Partners LP
Value ($000) $212,492 (-43.3%) Shares 951,896 (-24.4%)
Quantum Capital Management, LLC / NJ
Value ($000) $62,681 (-26.5%) Shares 280,790 (-1.9%)
ABN AMRO Bank N.V.
Value ($000) $145,185 (-41.1%) Shares 651,681 (-21.5%)
William Allan Corp
Value ($000) $2,731 (-36.9%) Shares 12,236 (-15.8%)
BARLOW WEALTH PARTNERS, INC.
Value ($000) $8,906 (-43.1%) Shares 37,089 (-31.3%)
BEARING POINT CAPITAL, LLC
Value ($000) $3,623 (-58.9%) Shares 16,228 (-45.2%)
JENSEN INVESTMENT MANAGEMENT INC
Value ($000) $68,923 (-44.0%) Shares 308,753 (-25.3%)
Hunting Hill Global Capital, LLC
Value ($000) $239 (-92.0%) Shares 1,072 (-89.3%)
DF DENT & CO INC
Value ($000) $132,777 (-28.3%) Shares 594,801 (-4.3%)
Montanaro Asset Management Ltd
Value ($000) $8,840 (-26.2%) Shares 39,600 (-1.5%)
FRONTIER CAPITAL MANAGEMENT CO LLC
Value ($000) $18,049 (-76.9%) Shares 80,856 (-69.2%)
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Value ($000) $33,407 (-43.4%) Shares 149,654 (-24.5%)

Exited Positions (151)