Perigon Wealth Management, LLC

Position in VEEV — Veeva Systems Inc

CIK 1575239 SAN FRANCISCO, CA

Position in VEEV

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$502,387

-$93,637 QoQ

Shares Held

2,860

+7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 17.34265734265734.ToString("F0")% Shared 0.ToString("F0")% None 82.65734265734265.ToString("F0")%

Healthcare · as of Mar 31, 2026

Perigon Wealth Management, LLC holds $551,476 across 2 Health Information Services names. VEEV ranks #1 (91.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VEEV	Veeva Systems Inc This page	2,860	$502,387
2	HCAT	Health Catalyst, Inc.	38,653	$49,089

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$502,387	2,860	+7.1%	Shares	Sole	2026-04-10
2025-12-31	$596,024	2,670	-29.6%	Shares	Sole	2026-01-16
2025-09-30	$1,130,270	3,794	+88.5%	Shares	Sole	2025-10-17
2025-06-30	$579,703	2,013	-8.0%	Shares	Sole	2025-07-16
2025-03-31	$506,806	2,188	+4.9%	Shares	Sole	2025-04-23
2024-12-31	$438,371	2,085	-2.3%	Shares	Sole	2025-01-22
2024-09-30	$447,652	2,133	-4.4%	Shares	Sole	2024-10-16
2023-12-31	$429,704	2,232	+4.5%	Shares	Sole	2024-01-29
2023-09-30	$434,569	2,136	+6.8%	Shares	Sole	2023-10-30
2023-06-30	$395,460	2,000	+33.2%	Shares	Sole	2023-08-02
2023-03-31	$275,868	1,501	+9.3%	Shares	Sole	2023-05-03
2022-12-31	$221,574	1,373	-19.1%	Shares	Sole	2023-05-01
2022-09-30	$279,801	1,697	+31.3%	Shares	Sole	2022-12-13
2022-06-30	$255,867	1,292	+4.5%	Shares	Sole	2022-08-11
2022-03-31	$262,600	1,236	+2.8%	Shares	Sole	2022-05-16
2021-12-31	$307,086	1,202	-6.5%	Shares	Sole	2022-02-11
2021-03-31	$335,954	1,286	+151.7%	Shares	Sole	2021-05-17
2020-12-31	$139,119	511	-81.4%	Shares	Sole	2021-01-28
2020-03-31	$429,548	2,747	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.