CWM, LLC

Position in VEEV — Veeva Systems Inc

CIK 1535847 OMAHA, NE

Position in VEEV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$10,717,543

+$3,737,141 QoQ

Shares Held

61,013

+95.1% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.6174749643518593.ToString("F0")% Shared 0.ToString("F0")% None 97.38252503564814.ToString("F0")%

Healthcare · as of Mar 31, 2026

CWM, LLC holds $32,899,136 across 32 Health Information Services names. VEEV ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	259,765	$11,746,573
2	VEEV	Veeva Systems Inc This page	61,013	$10,717,543
3	TXG	10x Genomics, Inc.	124,804	$2,649,588
4	DOCS	Doximity, Inc.	69,432	$1,617,765
5	WAY	Waystar Holding Corp.	62,317	$1,502,462
6	HQY	Healthequity, Inc.	12,988	$1,085,407
7	PHR	Phreesia, Inc.	88,565	$742,174
8	OMDA	Omada Health, Inc.	34,609	$435,035

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,717,543	61,013	+95.1%	Shares	Sole	2026-05-14
2025-12-31	$6,980,402	31,270	-41.7%	Shares	Sole	2026-01-26
2025-09-30	$15,976,019	53,627	+93.3%	Shares	Sole	2025-10-15
2025-06-30	$7,990,005	27,745	+215.8%	Shares	Sole	2025-07-25
2025-03-31	$2,034,869	8,785	+8.3%	Shares	Sole	2025-05-01
2024-12-31	$1,704,917	8,109	+19.8%	Shares	Sole	2025-02-04
2024-09-30	$1,420,819	6,770	+61.3%	Shares	Sole	2024-10-08
2024-06-30	$767,909	4,196	+41.5%	Shares	Sole	2024-07-10
2024-03-31	$687,192	2,966	+49.0%	Shares	Sole	2024-04-05
2023-12-31	$383,114	1,990	+7.0%	Shares	Sole	2024-02-01
2023-09-30	$378,417	1,860	+7.0%	Shares	Sole	2023-10-11
2023-06-30	$343,654	1,738	-0.5%	Shares	Sole	2023-08-03
2023-03-31	$321,081	1,747	+8.7%	Shares	Sole	2023-05-01
2022-12-31	$259,337	1,607	-14.1%	Shares	Sole	2023-02-01
2022-09-30	$308,325	1,870	+35.5%	Shares	Sole	2022-10-27
2022-06-30	$273,295	1,380	+30.7%	Shares	Sole	2022-07-28
2022-03-31	$224,357	1,056	+22.8%	Shares	Sole	2022-04-21
2021-12-31	$219,712	860	+1382.8%	Shares	Sole	2022-01-31
2021-06-30	$18,035	58	0.0%	Shares	Sole	2021-09-15
2021-03-31	$15,151	58	0.0%	Shares	Sole	2021-09-15
2020-12-31	$15,790	58	0.0%	Shares	Sole	2021-09-15
2020-09-30	$16,309	58	0.0%	Shares	Sole	2021-09-15
2020-06-30	$13,596	58	0.0%	Shares	Sole	2021-09-15
2020-03-31	$9,069	58	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.