Plante Moran Financial Advisors, LLC

Position in VEEV — Veeva Systems Inc

CIK 1424717 SOUTHFIELD, MI

Position in VEEV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,969

+$2,590 QoQ

Shares Held

+115.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#968

of 1,056 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $25,066 across 8 Health Information Services names. VEEV ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	215	$12,454
2	VEEV	Veeva Systems Inc This page	28	$4,969
3	PRVA	Privia Health Group, Inc.	173	$4,451
4	BTSG	BrightSpring Health Services, Inc.	25	$1,743
5	SDGR	Schrodinger, Inc.	32	$520
6	OMCL	Omnicell, Inc.	11	$456
7	CERT	Certara, Inc.	64	$419
8	HSTM	Healthstream Inc	2	$54

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,969	28	+115.4%	Shares	Sole	2026-08-06
2024-06-30	$2,379	13	-7.1%	Shares	Sole	2024-08-12
2024-03-31	$3,243	14	-36.4%	Shares	Sole	2024-05-09
2023-12-31	$4,235	22	+57.1%	Shares	Sole	2024-02-05
2023-06-30	$2,768	14	-22.2%	Shares	Sole	2023-08-07
2021-12-31	$4,598	18	-83.6%	Shares	Sole	2022-02-09
2021-09-30	$31,698	110	+32.5%	Shares	Sole	2021-11-08
2021-06-30	$25,808	83	0.0%	Shares	Sole	2021-08-10
2021-03-31	$21,682	83	+53.7%	Shares	Sole	2021-05-13
2020-12-31	$14,701	54	0.0%	Shares	Sole	2021-02-09
2020-09-30	$15,184	54	0.0%	Shares	Sole	2020-11-12
2020-06-30	$12,658	54	-30.8%	Shares	Sole	2020-08-10
2020-03-31	$12,196	78	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.