Stocks / Software
VEEVSoftware
Veeva Systems Inc.
$285.691d +3.3%5d +15.0%settled close · 2026-08-31
Mkt cap $29B (3/25)β 0.5052w $153–286Shares 164.4MInd. Services-Prepackaged SoftwareNYSE since 2013Emp. 7,291HQ Pleasanton, CAveeva.com
The tape, with the calls on it
Who said what, and what VEEV did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about VEEV
2 longlatest 2026-07-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Terry Smith | Replaced Wolters Kluwer with Veeva (referred to as 'Viva') because Veeva's software spans clinical-trial data… |
| 2025-06-30 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Veeva Systems is positioned as the key AI implementation platform for healthcare industry customers, and the… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where VEEV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-27 | ||||||
| 2026-08-26 | ||||||
| 2026-08-07 | ||||||
| 2026-06-04 | ||||||
| 2026-06-03 | ||||||
| 2026-06-02 | ||||||
| 2026-06-01 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
VEEV is in this morning’s Brief.
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Play history
The Playbook · coming
Has a validated strategy ever fired on VEEV?
Has a validated strategy ever fired on VEEV — and how did the trades resolve? Even “never fired” is information.
Fire-by-fire history — play, entry, exit,
result — is Playbook member content (coming).
| Fired | Play | Entry | Exit | Result |
|---|---|---|---|---|
Every play carries a written
validation gate, a spec, and a changelog.
How plays are validated