Position in VEEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,625,485
-$1,700,621 QoQ
Shares Held
37,333
-21.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#260
of 1,058 holders
Holding Since
Sep 2022
15 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, 2026Merit Financial Group, LLC holds $10,405,872 across 10 Health Information Services names. VEEV ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
37,333 | $6,625,485 | |
| 2 | TXG |
10x Genomics, Inc.
|
40,696 | $1,560,282 | |
| 3 | WAY |
Waystar Holding Corp.
|
45,021 | $924,279 | |
| 4 | HQY |
Healthequity, Inc.
|
7,350 | $663,850 | |
| 5 | PHR |
Phreesia, Inc.
|
21,192 | $218,064 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
13,124 | $111,290 | |
| 7 | WEAV |
Weave Communications, Inc.
|
14,795 | $88,620 | |
| 8 | CERT |
Certara, Inc.
|
11,419 | $74,794 |
All Filings in VEEV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,625,485 | 37,333 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $8,326,106 | 47,399 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $10,071,912 | 45,119 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $13,030,231 | 45,247 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,312,684 | 40,205 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,949,552 | 37,810 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,581,134 | 36,123 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,558,928 | 30,375 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,745,422 | 29,114 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,984,150 | 25,889 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,875,679 | 23,965 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,763,117 | 24,089 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,179,200 | 22,739 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,505,334 | 21,721 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,714,749 | 16,465 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||