
What smart money is saying about IQVIA
4 funds in our archive have pitched IQVIA — most recently Broyhill AM in March 2026.
IQVIA Holdings Inc. is a premier global provider of sophisticated analytical insights, advanced technology solutions, and comprehensive clinical research services, catering to the life sciences industry across the Americas, Europe, Africa, and Asia-Pacific. The company's operations are structured into three key divisions: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. The Technology & Analytics Solutions segment provides a suite of cloud-native applications, complete with implementation services, and offers real-world data solutions designed to empower life sciences and healthcare providers in generating and disseminating evidence crucial for informed decision-making and improving patient outcomes. This division also delivers strategic and operational consulting, including advanced analytics support and outsourcing of commercial processes. Furthermore, it supplies country-level performance metrics detailing pharmaceutical sales, prescribing trends, medical treatments, and promotional activities across diverse channels like retail, hospital, and mail order, with data granularity extending to regional, postal code, and individual prescriber levels. Focusing on clinical trials, the Research & Development Solutions segment offers project management, clinical monitoring, broader clinical trial support, virtual trial capabilities, and strategic planning and design services. It also manages an extensive network of laboratory services, encompassing central, genomic, bioanalytical, ADME, discovery, vaccine, and biomarker analyses. The Contract Sales & Medical Solutions segment is responsible for engaging healthcare professionals and patients, alongside providing scientific strategy and medical affairs support. IQVIA's diverse clientele includes pharmaceutical, biotechnology, medical device and diagnostic, and consumer health companies. The company maintains a strategic collaboration with HealthCore, Inc. Founded in 1982, the firm was formerly known as Quintiles IMS Holdings, Inc. before rebranding as IQVIA Holdings Inc. in November 2017. Its headquarters are located in Durham, North Carolina.
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Position history
Between Q2 2025 and Q2 2026, 5 fund letters reported a position in IQVIA, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 3 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 2 |
Fund activity · 5 positions
- HoldsArtisan Partners US Select Equity FundJune 2026
“IQVIA, one of our largest holdings, is apparently in AI’s cross hairs.”
Read the letterIQVIA - HoldsArtisan Partners Select Equity StrategyJune 2026
“IQVIA, one of our largest holdings, is apparently in AI’s cross hairs.”
Read the letterIQVIA - HoldsHardman Johnston Large Cap EquityMarch 2026
“Also detracting was IQVIA Holdings Inc.”
Read the letterIQVIA - HoldsHarris Associates U.S. Large Value StrategyMarch 2026
“IQVIA Holdings was a detractor during the quar- ter.”
Read the letterIQVIA - HoldsHardman Johnston Select EquityMarch 2026
“Also detracting was IQVIA Holdings Inc.”
Read the letterIQVIA
Fund coverage · 4 theses
- Broyhill AMMarch 2026
IQVIA is a clinical research organization with sticky pharma demand, proprietary data, and valuation support despite AI concerns.
Read the full thesis - Artisan U.S. Mid-Cap Value StrategyMarch 2026
IQVIA Holdings Inc combines scaled CRO operations with proprietary healthcare data assets that create a durable moat and strong cash flows, with cyclical and AI concerns offering attractive valuation.
Read the full thesis - Vulcan Value PartnersJune 2025
IQVIA Holdings is the world's largest contract research organization, leveraging its extensive data and services to support drug development and commercialization while navigating current industry challenges.
Read the full thesis - Artisan Global Value StrategyJune 2025
IQVIA is a leading contract research organization that is poised for continued growth despite current industry headwinds, with a robust market share and attractive financial characteristics.
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