Atria Investments, Inc

Position in VEEV — Veeva Systems Inc

CIK 1535865 Charlotte, NC

Position in VEEV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,550,022

+$117,691 QoQ

Shares Held

8,734

+7.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#471

of 1,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Atria Investments, Inc holds $6,618,823 across 4 Health Information Services names. VEEV ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc.	45,425	$4,102,786
2	VEEV	Veeva Systems Inc This page	8,734	$1,550,022
3	BTSG	BrightSpring Health Services, Inc.	8,108	$565,451
4	PRVA	Privia Health Group, Inc.	15,568	$400,564

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,550,022	8,734	+7.1%	Shares	Sole	2026-07-28
2026-03-31	$1,432,331	8,154	-43.8%	Shares	Sole	2026-05-05
2025-12-31	$3,240,406	14,516	-9.6%	Shares	Sole	2026-02-05
2025-09-30	$4,781,157	16,049	-6.0%	Shares	Sole	2025-11-06
2025-06-30	$4,914,666	17,066	+8.0%	Shares	Sole	2025-08-04
2025-03-31	$3,659,059	15,797	-0.4%	Shares	Sole	2025-05-06
2024-12-31	$3,336,036	15,867	+5.8%	Shares	Sole	2025-02-06
2024-09-30	$3,147,840	14,999	+13.7%	Shares	Sole	2024-11-01
2024-06-30	$2,413,535	13,188	+8.7%	Shares	Sole	2024-08-13
2024-03-31	$2,809,704	12,127	-9.7%	Shares	Sole	2024-05-21
2023-12-31	$2,586,121	13,433	-25.5%	Shares	Sole	2024-02-14
2023-09-30	$3,667,796	18,028	-1.6%	Shares	Sole	2023-11-07
2023-06-30	$3,622,809	18,322	-15.0%	Shares	Sole	2023-08-04
2023-03-31	$3,959,571	21,544	+59.5%	Shares	Sole	2023-05-10
2022-12-31	$2,180,082	13,509	-5.4%	Shares	Sole	2023-01-31
2022-09-30	$2,355,640	14,287	+15.9%	Shares	Sole	2022-11-01
2022-06-30	$2,441,833	12,330	+4.1%	Shares	Sole	2022-08-11
2022-03-31	$2,515,526	11,840	+1.5%	Shares	Sole	2022-05-02
2021-12-31	$2,979,918	11,664	+13.4%	Shares	Sole	2022-02-04
2021-09-30	$2,964,692	10,288	+33.6%	Shares	Sole	2021-11-16
2021-06-30	$2,393,693	7,698	+2.0%	Shares	Sole	2021-08-10
2021-03-31	$1,971,055	7,545	+58.1%	Shares	Sole	2021-05-11
2020-12-31	$1,299,449	4,773	-75.7%	Shares	Sole	2021-02-12
2020-09-30	$5,522,290	19,639	-16.8%	Shares	Sole	2020-11-05
2020-06-30	$5,532,780	23,602	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.