Position in VEEV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,030,209
+$445,835 QoQ
Shares Held
28,344
+8.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#293
of 1,063 holders
Holding Since
Sep 2020
23 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, 2026Sequoia Financial Advisors, LLC holds $6,058,039 across 7 Health Information Services names. VEEV ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
28,344 | $5,030,209 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
3,683 | $256,852 | |
| 3 | HSTM |
Healthstream Inc
|
8,135 | $221,678 | |
| 4 | WEAV |
Weave Communications, Inc.
|
32,662 | $195,645 | |
| 5 | PHR |
Phreesia, Inc.
|
15,432 | $158,795 | |
| 6 | CERT |
Certara, Inc.
|
17,906 | $117,284 | |
| 7 | EVH |
Evolent Health, Inc.
|
14,313 | $77,576 |
All Filings in VEEV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,030,209 | 28,344 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,584,374 | 26,098 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,330,732 | 23,880 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,699,400 | 22,488 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,160,468 | 21,392 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,492,000 | 19,393 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,716,379 | 17,676 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,452,151 | 16,449 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,909,675 | 15,899 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,443,840 | 14,864 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,002,156 | 15,594 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $394,693 | 1,940 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $371,139 | 1,877 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $370,520 | 2,016 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $281,930 | 1,747 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,067 | 1,268 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $262,799 | 1,327 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $216,284 | 1,018 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $233,253 | 913 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $302,243 | 972 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $228,846 | 876 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $257,548 | 946 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $243,510 | 866 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||