Position in VEEV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,382,241
+$4,502,739 QoQ
Shares Held
64,797
+110.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6080528419525596.ToString("F0")%
Shared 0.ToString("F0")%
None 99.39194715804744.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Derivatives in VEEV
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$475,296
PutShares
2,400
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 Mar 31, 2026Creative Planning holds $41,457,073 across 23 Health Information Services names. VEEV ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
64,797 | $11,382,241 | |
| 2 | HQY |
Healthequity, Inc.
|
65,089 | $5,439,487 | |
| 3 | HSTM |
Healthstream Inc
|
218,186 | $4,518,632 | |
| 4 | WAY |
Waystar Holding Corp.
|
133,688 | $3,223,217 | |
| 5 | DOCS |
Doximity, Inc.
|
129,961 | $3,028,091 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
113,314 | $2,330,868 | |
| 7 | TXG |
10x Genomics, Inc.
|
91,311 | $1,938,532 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
35,708 | $1,521,517 |
All Filings in VEEV
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,382,241 | 64,797 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,879,502 | 30,818 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,687,083 | 66,084 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,888,965 | 41,284 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,308,335 | 35,869 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,447,736 | 30,667 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,604,398 | 31,469 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $6,877,332 | 37,579 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,171,731 | 30,954 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,920,131 | 35,945 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,780,538 | 38,243 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,974,530 | 35,273 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,632,609 | 19,765 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,108,824 | 19,264 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,514,090 | 15,248 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,673,053 | 28,646 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $475,296 | 2,400 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $807,348 | 3,800 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $5,293,440 | 24,915 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,707,576 | 30,169 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,921,931 | 37,901 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,714,730 | 37,674 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,821,392 | 10,800 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $2,089,920 | 8,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $10,520,657 | 40,272 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,419,850 | 34,600 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $2,940,300 | 10,800 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $3,036,852 | 10,800 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $11,013,931 | 39,169 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,531,736 | 10,800 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $6,392,398 | 27,269 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,095,955 | 26,194 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $1,688,796 | 10,800 | Put | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||