Focus Partners Wealth

Position in VEEV — Veeva Systems Inc

CIK 1542153 ST LOUIS, MO

Position in VEEV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,149,153

-$152,406 QoQ

Shares Held

35,006

+24.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 61.03128124553635.ToString("F0")% Shared 0.ToString("F0")% None 38.96871875446365.ToString("F0")%

Healthcare · as of Mar 31, 2026

Focus Partners Wealth holds $22,459,726 across 15 Health Information Services names. VEEV ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	35,006	$6,149,153
2	TXG	10x Genomics, Inc.	224,496	$4,766,050
3	BTSG	BrightSpring Health Services, Inc.	104,791	$4,465,144
4	PRVA	Privia Health Group, Inc.	197,303	$4,058,522
5	HNGE	Hinge Health, Inc.	17,736	$683,900
6	DOCS	Doximity, Inc.	26,580	$619,314
7	HQY	Healthequity, Inc.	5,509	$460,387
8	WAY	Waystar Holding Corp.	13,297	$320,590

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,149,153	35,006	+24.0%	Shares	Sole	2026-05-15
2025-12-31	$6,301,559	28,229	-9.2%	Shares	Sole	2026-02-13
2025-09-30	$9,263,809	31,096	+14.7%	Shares	Sole	2025-11-14
2025-06-30	$7,808,289	27,114	-72.4%	Shares	Sole	2025-08-14
2025-03-31	$22,725,914	98,113	+1.2%	Shares	Sole	2025-05-20
2024-12-31	$20,386,050	96,961	+0.9%	Shares	Sole	2025-05-29
2024-09-30	$20,163,260	96,075	-48.9%	Shares	Sole	2024-11-14
2024-06-30	$34,385,016	187,886	+105.1%	Shares	Sole	2024-08-15
2024-03-31	$21,226,974	91,618	+15.2%	Shares	Sole	2024-05-16
2023-12-31	$15,309,960	79,524	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.