$VEEV

2 theses

bullish 0%neutral 0%bearish 100%

Avg return (1y)

—

Win rate (1y)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

$VEEVSEC Form 4bearish

Rizzo Daniel J · EVP, Sales, Consulting, & Svcs at VEEVA SYSTEMS INC · 28d agono track record yet

Sold 4,841 @ $276.51 avg · $1,338,578 · 2026-10-02

Form 4: Rizzo Daniel J sold VEEV

Rizzo Daniel J (EVP, Sales, Consulting, & Svcs at VEEVA SYSTEMS INC) reported an open-market sale of 4,841 shares of VEEV at an average $276.51, roughly $1,338,578, in a Form 4 filed 2026-10-05.

At post $283.45live price unavailable

1d+0.0%

3d+0.5%

1w+4.4%

1m—

3m—

6m—

1y—

View filing on SEC.gov →

$VEEVr/ValueInvestingDiscussionbearish

u/Teembeau · 90d ago10 prior · 40% at 3mo

“Medical CRM software provider; battered by AI nonsense”

Portfolio (I thought I'd dump this and some discussion)

Veeva Systems serves a specialized medical CRM niche but has been battered by AI sector concerns. The author holds but implies near-term weakness despite specialization.

At post $211.86live price unavailable

1d+0.8%

3d+8.8%

1w+11.7%

1m+34.2%

3m+49.5%

6m—

1y—

original post →

End of results.