Position in VEEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,332,575
+$359,146 QoQ
Shares Held
24,413
+7.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 1,062 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $27,080,282 across 15 Health Information Services names. VEEV ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
283,009 | $16,394,711 | |
| 2 | VEEV |
Veeva Systems Inc
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|
24,413 | $4,332,575 | |
| 3 | HQY |
Healthequity, Inc.
|
45,312 | $4,092,579 | |
| 4 | PHR |
Phreesia, Inc.
|
39,679 | $408,296 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
5,586 | $389,567 | |
| 6 | SDGR |
Schrodinger, Inc.
|
23,711 | $385,303 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
38,374 | $325,411 | |
| 8 | DOCS |
Doximity, Inc.
|
10,073 | $208,914 |
All Filings in VEEV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,332,575 | 24,413 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||