Veeva Systems Inc, CL-A (VEEV) is a new holding of Mark A. Hillman's Hillman Value Fund as of June 30, 2026, according to the NPORT-P filed with the SEC on August 26, 2026: 14K shares worth about $2.5M, 3.17% of the portfolio. The position did not appear in the prior quarter. VEEV enters the book as the 3rd largest of 38 stock positions.
What did the 2026 Q2 filing report for VEEV?
As of June 30, 2026, from the NPORT-P filed August 26, 2026.
| Value | |
|---|---|
| Shares | 14K |
| Reported value | $2.5M |
| Portfolio weight | 3.17% |
| Rank in portfolio | 3rd of 38 |
How big is the new VEEV position?
VEEV was the only stock position Mark A. Hillman opened in 2026 Q2. An average stock position in the Mark A. Hillman portfolio is 3% of the reported value, so the new name starts at about the fund's typical size.
Where does VEEV sit in the Mark A. Hillman portfolio?
VEEV ranks 3rd of 38 stock positions in the Mark A. Hillman portfolio at 3.17%, about the fund's average stock position of 3%. The largest stock position is UMBXX at 3.46%. Next come WST at 3.26% and VEEV at 3.17%. The three largest stocks together are 9.89% of the book. The VEEV purchase was the largest of the quarter's 20 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Mark A. Hillman reported 38 stock positions, with 1 opened and 1 closed. The total portfolio value is about $78.3M, down 6% from the prior quarter.
Has Mark A. Hillman held VEEV before?
Mark A. Hillman has not reported VEEV before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell VEEV in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 26, 2026, 5 hold VEEV. Of those, 4 opened it this quarter. The largest buyers of VEEV this quarter were Terry Smith, Fred Martin and Francois Rochon. The largest seller was Eric H. Schoenstein. Every tracked holder of VEEV is on the VEEV ownership page.
FAQ
How many VEEV shares does Mark A. Hillman hold?
Mark A. Hillman holds 14K shares of VEEV as of June 30, 2026, worth about $2.5M.
What is VEEV's weight in the Mark A. Hillman portfolio?
VEEV is 3.17% of the Mark A. Hillman portfolio and ranks 3rd of 38 stocks by weight.
Has Mark A. Hillman owned VEEV before?
No. Mark A. Hillman has not reported VEEV before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold VEEV?
5 other tracked funds that had filed for 2026 Q2 hold VEEV. 4 of them opened it this quarter.