Position in VEEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$622,187
-$1,513,007 QoQ
Shares Held
3,542
-63.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.0282326369282891.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9717673630717.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $1,117,607 across 30 Health Information Services names. VEEV ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
3,542 | $622,187 | |
| 2 | HQY |
Healthequity, Inc.
|
1,035 | $86,494 | |
| 3 | DOCS |
Doximity, Inc.
|
3,583 | $83,483 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,304 | $55,549 | |
| 5 | TEM |
Tempus AI, Inc.
|
1,052 | $47,571 | |
| 6 | TXG |
10x Genomics, Inc.
|
2,232 | $47,385 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,670 | $34,351 | |
| 8 | PHR |
Phreesia, Inc.
|
3,148 | $26,380 |
All Filings in VEEV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $622,187 | 3,542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,135,194 | 9,565 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,069,068 | 10,302 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,860,793 | 9,934 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $196,653 | 849 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $171,353 | 815 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $191,821 | 914 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $300,502 | 1,642 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,110,258 | 4,792 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $952,011 | 4,945 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,028,643 | 5,056 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,096,808 | 5,547 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $122,220 | 665 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $101,023 | 626 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $139,983 | 849 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $183,385 | 926 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $131,937 | 621 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $160,696 | 629 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $152,153 | 528 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $164,181 | 528 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $137,934 | 528 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $181,046 | 665 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $183,617 | 653 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $153,076 | 653 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $64,424 | 412 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||