Linonia Partnership LP: VEEVA SYSTEMS (VEEV): Quarterly 13F Position History
As of Q1 2026, Linonia Partnership LP reported 4,924,626 shares of VEEVA SYSTEMS (VEEV), worth $865.1M and representing 16.1% of its 13F equity book. Quarter-over-quarter share count change: + 2,124,608 (+75.9%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 4,924,626Shares Held (Latest Filing)
- $865.1MReported Market Value (Latest Filing)
- 16.1%Portfolio Weight (% of 13F Equity Book)
- +2,124,608Quarter-over-Quarter Share Change
- +$240.0MQuarter-over-Quarter Value Change
- 4,924,626Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,924,626 | +2,124,608 | +75.9% | $865.1M | 16.1% | $175.7 |
| Q4 2025 | 2,800,018 | 170,236 | -5.7% | $625.0M | 14.1% | $223.2 |
| Q3 2025 | 2,970,254 | +899,180 | +43.4% | $884.9M | 23.2% | $297.9 |
| Q2 2025 | 2,071,074 | +234,517 | +12.8% | $596.4M | 19.5% | $288.0 |
| Q1 2025 | 1,836,557 | +633,585 | +52.7% | $425.4M | 16.7% | $231.6 |
| Q4 2024 | 1,202,972 | +356,300 | +42.1% | $252.9M | 13.3% | $210.3 |
| Q3 2024 | 846,672 | +121,018 | +16.7% | $177.7M | 10.8% | $209.9 |
| Q2 2024 | 725,654 | 67,570 | -8.5% | $132.8M | 10.5% | $183.0 |
| Q1 2024 | 793,224 | 22,501 | -2.8% | $183.8M | 16.7% | $231.7 |
| Q4 2023 | 815,725 | — | — | $157.0M | 20.7% | $192.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Linonia Partnership LP first disclose a VEEV position in 13F-HR filings?
Linonia Partnership LP first reported VEEVA SYSTEMS (VEEV) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Linonia Partnership LP's most recent quarter-over-quarter share-count change in VEEV?
Between Q4 2025 and Q1 2026, Linonia Partnership LP added 2,124,608 shares of VEEV (+75.9%), bringing the total reported position to 4,924,626 shares at a market value of $865.1M.
Does the implied price-per-share represent Linonia Partnership LP's cost basis in VEEV?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.