Position in VEEV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$756,216
-$1,224,727 QoQ
Shares Held
4,305
-51.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026NewEdge Advisors, LLC holds $5,019,044 across 11 Health Information Services names. VEEV ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
42,996 | $1,944,279 | |
| 2 | HQY |
Healthequity, Inc.
|
13,027 | $1,088,666 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
21,129 | $900,306 | |
| 4 | VEEV |
Veeva Systems Inc
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|
4,305 | $756,216 | |
| 5 | PHR |
Phreesia, Inc.
|
23,951 | $200,709 | |
| 6 | TALK |
Talkspace, Inc.
|
11,782 | $60,971 | |
| 7 | CCLD |
CareCloud, Inc.
|
7,102 | $25,922 | |
| 8 | DOCS |
Doximity, Inc.
|
1,064 | $24,791 |
All Filings in VEEV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $756,216 | 4,305 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,980,943 | 8,874 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,725,150 | 15,861 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,543,439 | 8,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,519,492 | 6,560 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,332,774 | 6,339 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,771,302 | 8,440 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,111,236 | 6,072 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,598,892 | 6,901 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,150,499 | 5,976 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,085,405 | 5,335 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $372,325 | 1,883 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $501,746 | 2,730 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $488,174 | 3,025 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $628,687 | 3,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,598,776 | 8,073 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $517,091 | 2,024 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $267,421 | 928 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $440,616 | 1,417 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,287,651 | 4,929 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,146,963 | 7,886 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,186,533 | 7,776 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,201,636 | 5,126 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $784,039 | 5,014 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||