Sequoia Financial Advisors, LLC

Position in VEEV — Veeva Systems Inc

CIK 1599900 Akron, OH

Position in VEEV

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$4,584,374

-$746,358 QoQ

Shares Held

26,098

+9.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Sequoia Financial Advisors, LLC holds $4,997,751 across 4 Health Information Services names. VEEV ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	26,098	$4,584,374
2	WAY	Waystar Holding Corp.	8,405	$202,644
3	WEAV	Weave Communications, Inc.	25,894	$119,630
4	CERT	Certara, Inc.	15,983	$91,103

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,584,374	26,098	+9.3%	Shares	Sole	2026-04-30
2025-12-31	$5,330,732	23,880	+6.2%	Shares	Sole	2026-02-03
2025-09-30	$6,699,400	22,488	+5.1%	Shares	Sole	2025-10-29
2025-06-30	$6,160,468	21,392	+10.3%	Shares	Sole	2025-07-25
2025-03-31	$4,492,000	19,393	+9.7%	Shares	Sole	2025-04-23
2024-12-31	$3,716,379	17,676	+7.5%	Shares	Sole	2025-08-08
2024-09-30	$3,452,151	16,449	+3.5%	Shares	Sole	2024-10-21
2024-06-30	$2,909,675	15,899	+7.0%	Shares	Sole	2024-07-15
2024-03-31	$3,443,840	14,864	-4.7%	Shares	Sole	2024-04-30
2023-12-31	$3,002,156	15,594	+703.8%	Shares	Sole	2024-01-26
2023-09-30	$394,693	1,940	+3.4%	Shares	Sole	2023-11-08
2023-06-30	$371,139	1,877	-6.9%	Shares	Sole	2023-08-08
2023-03-31	$370,520	2,016	+15.4%	Shares	Sole	2023-04-25
2022-12-31	$281,930	1,747	+37.8%	Shares	Sole	2023-02-10
2022-09-30	$209,067	1,268	-4.4%	Shares	Sole	2022-10-26
2022-06-30	$262,799	1,327	+30.4%	Shares	Sole	2022-07-22
2022-03-31	$216,284	1,018	+11.5%	Shares	Sole	2022-05-13
2021-12-31	$233,253	913	-6.1%	Shares	Sole	2022-02-22
2021-06-30	$302,243	972	+11.0%	Shares	Sole	2021-07-27
2021-03-31	$228,846	876	-7.4%	Shares	Sole	2021-05-14
2020-12-31	$257,548	946	+9.2%	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.