Position in VEEV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$417,941
+$194,853 QoQ
Shares Held
2,355
+85.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#174
of 353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $854,818 across 28 Health Information Services names. VEEV ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
2,355 | $417,941 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,559 | $148,242 | |
| 3 | HQY |
Healthequity, Inc.
|
614 | $55,456 | |
| 4 | TXG |
10x Genomics, Inc.
|
1,250 | $47,925 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
606 | $42,262 | |
| 6 | HNGE |
Hinge Health, Inc.
|
324 | $26,892 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
844 | $21,716 | |
| 8 | WAY |
Waystar Holding Corp.
|
839 | $17,224 |
All Filings in VEEV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,941 | 2,355 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $223,088 | 1,270 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $235,730 | 1,056 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $251,436 | 844 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $206,769 | 718 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $128,786 | 556 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $377,819 | 1,797 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $376,716 | 1,795 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $360,529 | 1,970 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $422,602 | 1,824 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $401,404 | 2,085 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $434,162 | 2,134 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $439,356 | 2,222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $369,601 | 2,011 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $399,092 | 2,473 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $489,034 | 2,966 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $540,055 | 2,727 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $579,378 | 2,727 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $548,004 | 2,145 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $635,414 | 2,205 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $685,955 | 2,206 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $518,300 | 1,984 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $320,166 | 1,176 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $274,441 | 976 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $428,519 | 1,828 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $240,184 | 1,536 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||