Position in VEEV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$30,432,568
-$8,485,350 QoQ
Shares Held
173,247
-0.6% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.187224021195172.ToString("F0")%
Shared 0.ToString("F0")%
None 87.81277597880482.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Derivatives in VEEV
reported options exposure · as of Mar 31, 2026CallValue
$439,150
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $63,022,676 across 21 Health Information Services names. VEEV ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
173,247 | $30,432,568 | |
| 2 | TEM |
Tempus AI, Inc.
|
237,926 | $10,759,013 | |
| 3 | HQY |
Healthequity, Inc.
|
120,073 | $10,034,500 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
63,743 | $2,716,089 | |
| 5 | DOCS |
Doximity, Inc.
|
83,120 | $1,936,696 | |
| 6 | TXG |
10x Genomics, Inc.
|
63,249 | $1,342,776 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
62,133 | $1,278,075 | |
| 8 | OPRX |
OptimizeRx Corp
|
129,608 | $813,938 |
All Filings in VEEV
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,432,568 | 173,247 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $439,150 | 2,500 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $245,553 | 1,100 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $38,917,918 | 174,340 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $54,134,119 | 181,713 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $49,421,111 | 171,613 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,494,446 | 140,286 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $27,614,445 | 131,341 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $24,263,910 | 115,614 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,029,413 | 98,516 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,706,598 | 89,372 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,409,685 | 80,042 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,623,942 | 76,795 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,923,553 | 70,417 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,146,864 | 66,091 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,710,575 | 47,779 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,797,010 | 47,289 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,859,217 | 39,685 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,909,673 | 37,229 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,800,212 | 38,360 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,131,380 | 42,098 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,415,300 | 39,927 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,417,206 | 39,876 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,755,210 | 43,178 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,807,168 | 41,990 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,565,237 | 36,538 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,777,273 | 24,156 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||