UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in VEEV — Veeva Systems Inc

CIK 1463217 IRVING, TX

Position in VEEV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,050,622

+$97,667 QoQ

Shares Held

5,920

+9.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#524

of 1,058 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,609,595 across 4 Health Information Services names. VEEV ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPOK	Spok Holdings, Inc	194,815	$1,994,905
2	VEEV	Veeva Systems Inc This page	5,920	$1,050,622
3	TXG	10x Genomics, Inc.	9,266	$355,258
4	DOCS	Doximity, Inc.	10,068	$208,810

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,050,622	5,920	+9.1%	Shares	Defined	2026-08-17
2026-03-31	$952,955	5,425	+344.7%	Shares	Defined	2026-05-15
2025-12-31	$272,340	1,220	-20.4%	Shares	Defined	2026-02-17
2025-09-30	$456,696	1,533	+12.8%	Shares	Defined	2025-11-14
2025-06-30	$391,364	1,359	+8.1%	Shares	Defined	2025-08-11
2025-03-31	$291,158	1,257	+14.0%	Shares	Defined	2025-05-13
2024-12-31	$231,905	1,103	-14.4%	Shares	Defined	2025-02-13
2024-09-30	$270,312	1,288	+15.4%	Shares	Defined	2024-11-12
2024-06-30	$204,239	1,116	-7.5%	Shares	Defined	2024-08-14
2024-03-31	$279,649	1,207	+2.8%	Shares	Defined	2024-05-15
2023-12-31	$226,018	1,174	+40.9%	Shares	Defined	2024-02-14
2021-12-31	$212,814	833	-2.8%	Shares	Defined	2022-02-14
2021-09-30	$246,961	857	+6.1%	Shares	Defined	2021-11-15
2021-06-30	$251,247	808	-5.8%	Shares	Defined	2021-08-13
2021-03-31	$224,143	858	+0.2%	Shares	Defined	2021-05-14
2020-12-31	$233,046	856	-37.2%	Shares	Defined	2021-02-17
2020-09-30	$383,261	1,363	-21.3%	Shares	Defined	2020-11-13
2020-06-30	$405,781	1,731	-10.7%	Shares	Defined	2020-08-13
2020-03-31	$303,201	1,939	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.