OneDigital Investment Advisors LLC

Position in VEEV — Veeva Systems Inc

CIK 1690370 OVERLAND PARK, KS

Position in VEEV

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$403,842

-$31,679 QoQ

Shares Held

2,299

+17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 35.2327098738582.ToString("F0")% Shared 0.ToString("F0")% None 64.7672901261418.ToString("F0")%

Healthcare · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $6,592,614 across 2 Health Information Services names. VEEV ranks #2 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PRVA	Privia Health Group, Inc.	300,864	$6,188,772
2	VEEV	Veeva Systems Inc This page	2,299	$403,842

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$403,842	2,299	+17.8%	Shares	Sole	2026-05-08
2025-12-31	$435,521	1,951	-9.0%	Shares	Sole	2026-02-13
2025-09-30	$639,016	2,145	-2.7%	Shares	Sole	2025-11-10
2025-06-30	$634,995	2,205	+2.0%	Shares	Sole	2025-08-07
2025-03-31	$500,552	2,161	+14.2%	Shares	Sole	2025-04-29
2024-12-31	$398,003	1,893	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$400,641	1,909	+7.3%	Shares	Sole	2024-11-06
2024-06-30	$325,574	1,779	+27.5%	Shares	Sole	2024-08-02
2024-03-31	$323,207	1,395	+6.7%	Shares	Sole	2024-05-10
2023-12-31	$251,816	1,308	+27.2%	Shares	Sole	2024-02-13
2023-09-30	$209,146	1,028	-7.6%	Shares	Sole	2023-11-14
2023-06-30	$220,073	1,113	-38.0%	Shares	Sole	2023-08-07
2023-03-31	$330,086	1,796	+88.9%	Shares	Sole	2023-05-10
2020-09-30	$267,411	951	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.