Nellore Capital Management LLC: VEEVA SYS INC (VEEV): Quarterly 13F Position History
As of Q2 2026, Nellore Capital Management LLC reported 484,515 shares of VEEVA SYS INC (VEEV), worth $86.0M and representing 9.5% of its 13F equity book. Quarter-over-quarter share count change: + 37,214 (+8.3%) . The position first appeared in Q1 2022 and has been disclosed across 18 13F-HR filings in Pactolio's tracked window.
- 484,515Shares Held (Latest Filing)
- $86.0MReported Market Value (Latest Filing)
- 9.5%Portfolio Weight (% of 13F Equity Book)
- +37,214Quarter-over-Quarter Share Change
- +$7.4MQuarter-over-Quarter Value Change
- 484,515Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 484,515 | +37,214 | +8.3% | $86.0M | 9.5% | $177.5 |
| Q1 2026 | 447,301 | +116,956 | +35.4% | $78.6M | 10.0% | $175.7 |
| Q4 2025 | 330,345 | +19,000 | +6.1% | $73.7M | 8.3% | $223.2 |
| Q3 2025 | 311,345 | 0 | – | $92.8M | 10.1% | $297.9 |
| Q2 2025 | 311,345 | 30,000 | -8.8% | $89.7M | 10.1% | $288.0 |
| Q1 2025 | 341,345 | 0 | – | $79.1M | 10.8% | $231.6 |
| Q4 2024 | 341,345 | +113,714 | +50.0% | $71.8M | 9.4% | $210.3 |
| Q3 2024 | 227,631 | +32,453 | +16.6% | $47.8M | 6.5% | $209.9 |
| Q2 2024 | 195,178 | 30,000 | -13.3% | $35.7M | 5.4% | $183.0 |
| Q1 2024 | 225,178 | 0 | – | $52.2M | 8.1% | $231.7 |
| Q4 2023 | 225,178 | +10,000 | +4.6% | $43.4M | 8.0% | $192.5 |
| Q3 2023 | 215,178 | 0 | – | $43.8M | 8.2% | $203.4 |
| Q2 2023 | 215,178 | +178,387 | +484.9% | $42.5M | 8.0% | $197.7 |
| Q1 2023 | 36,791 | 160,387 | -81.3% | $36.8M | 8.0% | $1000.0 |
| Q4 2022 | 197,178 | 20,522 | -9.4% | $31.8M | 7.8% | $161.4 |
| Q3 2022 | 217,700 | +39,500 | +22.2% | $35.9M | 9.1% | $164.9 |
| Q2 2022 | 178,200 | +96,800 | +118.9% | $35.3M | 9.4% | $198.0 |
| Q1 2022 | 81,400 | – | – | $17.3M | 3.9% | $212.5 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Nellore Capital Management LLC first disclose a VEEV position in 13F-HR filings?
Nellore Capital Management LLC first reported VEEVA SYS INC (VEEV) on its 13F-HR filing for the period ending 2022-03-31 (Q1 2022). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Nellore Capital Management LLC's most recent quarter-over-quarter share-count change in VEEV?
Between Q1 2026 and Q2 2026, Nellore Capital Management LLC added 37,214 shares of VEEV (+8.3%), bringing the total reported position to 484,515 shares at a market value of $86.0M.
Does the implied price-per-share represent Nellore Capital Management LLC'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.