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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - All Cap | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Vulcan Value Partners All Cap - VEEV Veeva is the dominant vertical market software system of record for the life sciences industry. Their customers rely... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Nick, Erwin and DonnyLakehouse Global Growth Fund | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Lakehouse Global Growth Fund - VEEV Veeva Systems, our second-largest contributor, was a position we established in March during the indiscriminate sell-off across software. The company is... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Terry SmithFundsmith Equity Fund | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Fundsmith Equity Fund - VEEV Veeva provides specialised cloud-based software designed specifically for the pharmaceutical and life sciences industries. | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | VVP Q2 Letter 06.30.26 | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Long VEEV (Veeva Systems Inc.) Veeva Systems has traded down alongside the broader application software space despite showing outstanding financial performance and maintaining a massive cash cushion. Its vertical-specific software... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Brown Advisory LLCBrown Advisory Large-Cap Growth Strategy | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Brown Advisory Large-Cap Growth Strategy 2025 Q4 (VEEV) Veeva Systems (VEEV) traded lower during the quarter despite posting strong results and raising full-year guidance. The company delivered... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Ned Bell, Joel Connell, Matt SaddingtonBell Global Emerging Companies Fund | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Bell Global Emerging Companies Fund 2025 Q4 (VEEV) Other laggards included Veeva Systems (Health Care). The stock detracted... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Platinum International Technology Fund 2025 Q4 (VEEV) Veeva declined ~25% despite delivering good results and strong guidance as management disclosed that 14 of the top 20 customers will transition to the new CRM platform (vs. 16 expected). The revenue impact... | BULL | View Pitch → | |
| Jan 24, 2026 | Fund Letter | Sonu Chawla | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | TimesSquare Capital Management U.S. FOCUS Growth Equity strategy 2025 Q4 (VEEV) Veeva Systems Inc. provides industry cloud solutions to the global life sciences industry. The company delivered... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Ithaka US Growth Strategy 2025 Q4 (VEEV) Veeva Systems has grown into the leading SaaS provider of cloud solutions for the life sciences industry, offering software for CRM, content, data, and regulatory compliance. During the quarter,... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Artisan Mid Cap Fund 2025 Q4 (VEEV) Veeva Systems has a leading customer relationship management platform for pharmaceutical sales and marketing organizations and has extended its franchise into pharmaceutical R&D through additional software modules. Despite reporting solid... | BEAR | View Pitch → |
| Jan 20, 2026 | Fund Letter | Conestoga Capital Advisors, LLCConestoga Mid Cap Composite | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Conestoga Mid Cap Composite 2025 Q4 (VEEV) Veeva Systems, Inc. (VEEV) underperformed during the quarter despite maintaining a dominant market position and raising full-year guidance. Shares declined as... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Eric Mintz, Christopher Sassouni, David CavanaughCarillon Eagle Mid Cap Growth Fund | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Carillon Eagle Mid Cap Growth Fund 2025 Q4 (VEEV) Veeva Systems provides cloud-based software solutions for the life sciences industry. The stock struggled... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Conestoga Capital Advisors, LLCConestoga Mid Cap Composite | Veeva Systems Inc. $VEEV• NASDAQ | Health Care TechnologyHealth Care Technology | Conestoga Mid Cap Composite 2025 Q2 (VEEV) 5. Veeva Systems, Inc.... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.