Position in VEEV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$417,051
-$19,808 QoQ
Shares Held
2,350
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#681
of 1,058 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $9,013,345 across 32 Health Information Services names. VEEV ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
83,393 | $7,532,051 | |
| 2 | VEEV |
Veeva Systems Inc
This page
|
2,350 | $417,051 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
4,624 | $322,474 | |
| 4 | TXG |
10x Genomics, Inc.
|
5,797 | $222,253 | |
| 5 | WAY |
Waystar Holding Corp.
|
6,714 | $137,835 | |
| 6 | PHR |
Phreesia, Inc.
|
4,932 | $50,749 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
5,889 | $49,936 | |
| 8 | SDGR |
Schrodinger, Inc.
|
2,581 | $41,939 |
All Filings in VEEV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,051 | 2,350 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $436,859 | 2,487 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $499,360 | 2,237 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $911,601 | 3,060 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $640,466 | 2,224 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $171,867 | 742 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $238,422 | 1,134 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,083 | 272 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $52,889 | 289 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $93,368 | 403 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $70,267 | 365 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $68,561 | 337 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $66,039 | 334 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $45,027 | 245 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $38,891 | 241 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,631 | 113 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,377 | 113 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,033 | 99 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $37,810 | 148 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||