Position in VEEV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,896,701
-$632,951 QoQ
Shares Held
67,035
-6.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#195
of 1,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Derivatives in VEEV
reported options exposure · as of Dec 31, 2020CallValue
$27,225
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cetera Investment Advisers holds $25,071,351 across 13 Health Information Services names. VEEV ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
67,035 | $11,896,701 | |
| 2 | TEM |
Tempus AI, Inc.
|
70,977 | $4,111,697 | |
| 3 | HQY |
Healthequity, Inc.
|
30,526 | $2,757,108 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
62,906 | $1,618,571 | |
| 5 | TXG |
10x Genomics, Inc.
|
38,587 | $1,479,425 | |
| 6 | WAY |
Waystar Holding Corp.
|
49,564 | $1,017,548 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
13,446 | $937,724 | |
| 8 | HSTM |
Healthstream Inc
|
26,701 | $727,602 |
All Filings in VEEV
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,896,701 | 67,035 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,529,652 | 71,329 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,641,490 | 83,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,446,578 | 85,417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,922,765 | 76,126 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,921,213 | 77,370 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,103,888 | 76,594 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,385,180 | 78,073 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,500,397 | 84,697 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $20,019,174 | 86,405 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,328,427 | 22,483 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,007,965 | 19,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,658,598 | 18,503 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,461,317 | 18,833 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,887,733 | 17,894 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,828,189 | 11,088 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,003,966 | 10,119 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,455,825 | 11,559 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,279,085 | 12,835 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,626,043 | 12,583 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,894,337 | 12,524 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,532,433 | 5,866 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,312,465 | 12,167 | Shares | Sole | 2021-02-17 | |
| 2020-12-31 | $27,225 | 100 | Call | Sole | 2021-02-17 | |
| 2020-09-30 | $813,201 | 2,892 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $773,820 | 3,301 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $425,951 | 2,724 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||