Summit Trail Advisors, LLC

Position in VEEV — Veeva Systems Inc

CIK 1698478 NEW YORK, NY

Position in VEEV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,282,669

+$252,463 QoQ

Shares Held

7,302

+58.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $10,782,295 across 6 Health Information Services names. VEEV ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXG	10x Genomics, Inc.	269,768	$5,727,174
2	DOCS	Doximity, Inc.	62,504	$1,456,343
3	VEEV	Veeva Systems Inc This page	7,302	$1,282,669
4	TDOC	Teladoc Health, Inc.	225,492	$1,228,931
5	CERT	Certara, Inc.	121,737	$693,900
6	TEM	Tempus AI, Inc.	8,697	$393,278

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,282,669	7,302	+58.2%	Shares	Sole	2026-05-12
2025-12-31	$1,030,206	4,615	+21.5%	Shares	Sole	2026-02-17
2025-09-30	$1,131,164	3,797	+209.7%	Shares	Sole	2025-11-14
2025-06-30	$353,063	1,226	+9.2%	Shares	Sole	2025-08-14
2024-06-30	$205,520	1,123	+7.4%	Shares	Sole	2024-08-13
2024-03-31	$242,347	1,046	+3.9%	Shares	Sole	2024-04-23
2023-09-30	$204,874	1,007	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.