Position in VEEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$35,289,377
+$4,856,809 QoQ
Shares Held
198,847
+14.8% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#112
of 1,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Derivatives in VEEV
reported options exposure · as of Jun 30, 2026CallValue
$621,145
CallShares
3,500
PutValue
$212,964
PutShares
1,200
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 Jun 30, 2026LPL Financial LLC holds $74,493,424 across 19 Health Information Services names. VEEV ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
198,847 | $35,289,377 | |
| 2 | TEM |
Tempus AI, Inc.
|
300,000 | $17,379,000 | |
| 3 | TXG |
10x Genomics, Inc.
|
157,979 | $6,056,914 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
80,323 | $5,601,726 | |
| 5 | HQY |
Healthequity, Inc.
|
21,918 | $1,979,633 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
65,611 | $1,688,171 | |
| 7 | SDGR |
Schrodinger, Inc.
|
67,365 | $1,094,681 | |
| 8 | PHR |
Phreesia, Inc.
|
93,181 | $958,832 |
All Filings in VEEV
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,145 | 3,500 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $212,964 | 1,200 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $35,289,377 | 198,847 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||