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SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in VEEV — Veeva Systems Inc

CIK 1531593 NEW YORK, NY

Position in VEEV

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$7,276
+$7,276 QoQ
Shares Held
41
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#948
of 1,056 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VEEV Over Time

Shares Held

Position Value (USD)

Derivatives in VEEV

reported options exposure · as of Dec 31, 2023
CallValue
$962,600
CallShares
5,000
PutValue
$0
PutShares
0

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, 2026

SUMMIT SECURITIES GROUP LLC holds $1,791,776 across 2 Health Information Services names. VEEV ranks #2 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VEEV
Veeva Systems Inc
This page
41 $7,276

All Filings in VEEV

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,276 41
2023-12-31 $962,600 5,000
2022-12-31 $161 1
2022-09-30 $164 1
2021-12-31 $281,028 1,100
2021-12-31 $510,960 2,000
2021-03-31 $1,058,022 4,050
2021-03-31 $24,817 95