Position in VEEV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$545,775
+$319,293 QoQ
Shares Held
3,107
+191.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $7,666,700 across 2 Health Information Services names. VEEV ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONMDW |
OneMedNet Corp
|
9,249,303 | $7,120,925 | |
| 2 | VEEV |
Veeva Systems Inc
This page
|
3,107 | $545,775 |
All Filings in VEEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,775 | 3,107 | Shares | Sole | 2026-04-28 | |
| 2022-03-31 | $226,482 | 1,066 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $769,250 | 3,011 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $817,538 | 2,837 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,279,248 | 4,114 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $976,253 | 3,737 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $628,353 | 2,308 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $375,388 | 1,335 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||