EP Wealth Advisors, LLC

Position in VEEV — Veeva Systems Inc

CIK 1540569 TORRANCE, CA

Position in VEEV

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

Position Value

$867,057

-$75,196 QoQ

Shares Held

4,936

+16.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $2,723,538 across 9 Health Information Services names. VEEV ranks #1 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	4,936	$867,057
2	TEM	Tempus AI, Inc.	11,713	$529,661
3	HQY	Healthequity, Inc.	5,200	$434,564
4	TXG	10x Genomics, Inc.	18,007	$382,288
5	OMCL	Omnicell, Inc.	6,968	$232,591
6	HNGE	Hinge Health, Inc.	5,192	$200,203
7	GDRX	GoodRx Holdings, Inc.	16,799	$32,926
8	DH	Definitive Healthcare Corp.	25,182	$30,973

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$867,057	4,936	+16.9%	Shares	Sole	2026-05-14
2025-12-31	$942,253	4,221	+13.9%	Shares	Sole	2026-02-18
2025-06-30	$1,067,541	3,707	+63.7%	Shares	Sole	2025-08-14
2025-03-31	$524,641	2,265	-11.2%	Shares	Sole	2025-05-15
2024-12-31	$536,137	2,550	-32.1%	Shares	Sole	2025-02-14
2024-09-30	$788,691	3,758	+301.1%	Shares	Sole	2024-11-15
2024-03-31	$217,093	937	-10.8%	Shares	Sole	2024-05-14
2023-12-31	$202,338	1,051	-89.4%	Shares	Sole	2024-02-28
2022-06-30	$1,960,397	9,899	-1.8%	Shares	Sole	2022-08-11
2022-03-31	$2,142,234	10,083	+1308.2%	Shares	Sole	2022-05-20
2021-09-30	$206,329	716	-19.5%	Shares	Sole	2021-11-23
2021-06-30	$276,434	889	—	Shares	Sole	2021-08-24
No filing history on record for this holder in this stock.