Sowell Financial Services LLC

Position in VEEV — Veeva Systems Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in VEEV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$357,247

-$3,031 QoQ

Shares Held

2,013

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#706

of 1,056 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $900,495 across 3 Health Information Services names. VEEV ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	2,013	$357,247
2	HQY	Healthequity, Inc.	3,462	$312,687
3	TEM	Tempus AI, Inc.	3,980	$230,561

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,247	2,013	-1.9%	Shares	Sole	2026-07-20
2026-03-31	$360,278	2,051	+10.3%	Shares	Sole	2026-04-20
2025-12-31	$415,207	1,860	+2.4%	Shares	Sole	2026-01-21
2025-09-30	$541,302	1,817	+14.3%	Shares	Sole	2025-10-17
2025-06-30	$457,888	1,590	+34.2%	Shares	Sole	2025-07-14
2025-03-31	$274,481	1,185	-30.3%	Shares	Sole	2025-04-17
2021-03-31	$443,846	1,699	-45.0%	Shares	Sole	2021-05-07
2020-12-31	$841,524	3,091	-10.4%	Shares	Sole	2021-01-13
2020-09-30	$970,386	3,451	+52.1%	Shares	Sole	2020-11-12
2020-06-30	$531,898	2,269	-8.6%	Shares	Sole	2020-08-13
2020-03-31	$388,110	2,482	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.