MAI Capital Management

Position in VEEV — Veeva Systems Inc

CIK 1040197 INDEPENDENCE, OH

Position in VEEV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,443,895

+$865,447 QoQ

Shares Held

8,136

+147.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#482

of 1,063 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MAI Capital Management holds $5,986,943 across 5 Health Information Services names. VEEV ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCS	Doximity, Inc.	168,439	$3,493,424
2	VEEV	Veeva Systems Inc This page	8,136	$1,443,895
3	HQY	Healthequity, Inc.	4,932	$445,457
4	LFMD	LifeMD, Inc.	101,627	$419,719
5	TEM	Tempus AI, Inc.	3,184	$184,448

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,443,895	8,136	+147.1%	Shares	Defined	2026-08-14
2026-03-31	$578,448	3,293	+44.6%	Shares	Sole	2026-05-15
2025-12-31	$508,517	2,278	-33.9%	Shares	Sole	2026-02-13
2025-09-30	$1,026,002	3,444	+193.6%	Shares	Sole	2025-11-10
2025-06-30	$337,800	1,173	+21.3%	Shares	Sole	2025-08-12
2025-03-31	$223,986	967	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$204,993	975	-35.3%	Shares	Sole	2025-02-14
2024-09-30	$316,064	1,506	-28.1%	Shares	Sole	2024-11-07
2024-06-30	$383,405	2,095	+10.1%	Shares	Sole	2024-08-12
2024-03-31	$440,674	1,902	-2.7%	Shares	Sole	2024-05-08
2023-12-31	$376,184	1,954	+74.2%	Shares	Sole	2024-02-09
2022-06-30	$222,200	1,122	+0.4%	Shares	Sole	2022-07-19
2022-03-31	$237,317	1,117	-25.3%	Shares	Sole	2022-05-10
2021-12-31	$381,942	1,495	+105.1%	Shares	Sole	2022-02-11
2021-09-30	$210,075	729	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.