Position in VEEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,973,429
+$1,794,481 QoQ
Shares Held
22,620
+131.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 19.76127320954907.ToString("F0")%
Shared 0.ToString("F0")%
None 80.23872679045093.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $16,914,822 across 13 Health Information Services names. VEEV ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
175,065 | $7,916,439 | |
| 2 | VEEV |
Veeva Systems Inc
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|
22,620 | $3,973,429 | |
| 3 | HQY |
Healthequity, Inc.
|
30,287 | $2,531,084 | |
| 4 | TXG |
10x Genomics, Inc.
|
41,349 | $877,839 | |
| 5 | DOCS |
Doximity, Inc.
|
21,732 | $506,355 | |
| 6 | WAY |
Waystar Holding Corp.
|
14,853 | $358,105 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
4,822 | $205,465 | |
| 8 | CCLD |
CareCloud, Inc.
|
49,127 | $179,313 |
All Filings in VEEV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,973,429 | 22,620 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,178,948 | 9,761 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,444,817 | 14,920 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,127,750 | 10,861 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,567,208 | 6,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,996,744 | 9,497 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,650,627 | 7,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,303,031 | 7,120 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,724,005 | 7,441 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,912,878 | 9,936 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,178,339 | 10,707 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $960,176 | 4,856 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,125,346 | 6,123 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $967,473 | 5,995 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,086,724 | 6,591 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $952,572 | 4,810 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,004,298 | 4,727 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $998,415 | 3,908 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,056,143 | 3,665 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,299,460 | 4,179 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,559,864 | 5,971 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,242,821 | 4,565 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,277,727 | 4,544 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $986,908 | 4,210 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $623,759 | 3,989 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||