Position in VEEV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$63,356
-$1,638 QoQ
Shares Held
357
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#857
of 1,056 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $75,505 across 7 Health Information Services names. VEEV ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
357 | $63,356 | |
| 2 | TXG |
10x Genomics, Inc.
|
136 | $5,214 | |
| 3 | TDOC |
Teladoc Health, Inc.
|
327 | $2,772 | |
| 4 | HSTM |
Healthstream Inc
|
98 | $2,670 | |
| 5 | SPOK |
Spok Holdings, Inc
|
65 | $665 | |
| 6 | WEAV |
Weave Communications, Inc.
|
90 | $539 | |
| 7 | TEM |
Tempus AI, Inc.
|
5 | $289 |
All Filings in VEEV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,356 | 357 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $64,994 | 370 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $81,702 | 366 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $109,035 | 366 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $105,400 | 366 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $87,787 | 379 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $80,315 | 382 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $77,232 | 368 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $67,164 | 367 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $85,725 | 370 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $70,654 | 367 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $76,090 | 374 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $73,555 | 372 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,740 | 53 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11 | 372 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,706 | 71 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,882 | 60 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $10,835 | 51 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,284 | 52 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||