Steward Partners Investment Advisory, LLC
Position in VEEV — Veeva Systems Inc
CIK 1723397
STAMFORD, CT
Position in VEEV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,512,464
+$566,569 QoQ
Shares Held
14,303
+64.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,330,661 across 21 Health Information Services names. VEEV ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
14,303 | $2,512,464 | |
| 2 | OMDA |
Omada Health, Inc.
|
135,556 | $1,703,938 | |
| 3 | TEM |
Tempus AI, Inc.
|
26,056 | $1,178,252 | |
| 4 | HQY |
Healthequity, Inc.
|
9,595 | $801,854 | |
| 5 | DOCS |
Doximity, Inc.
|
3,628 | $84,532 | |
| 6 | WEAV |
Weave Communications, Inc.
|
2,650 | $12,243 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
5,406 | $10,595 | |
| 8 | OPRX |
OptimizeRx Corp
|
1,000 | $6,280 |
All Filings in VEEV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,512,464 | 14,303 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,945,895 | 8,717 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,466,694 | 8,280 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,461,077 | 8,546 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,806,714 | 7,800 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,401,736 | 6,667 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,406,548 | 6,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,223,787 | 6,687 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,489,277 | 10,744 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $131,683 | 684 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $155,232 | 763 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $122,988 | 622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $91,343 | 497 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $87,467 | 542 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $90,519 | 549 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $100,604 | 508 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,916,814 | 9,022 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,255,581 | 12,743 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,825,268 | 6,334 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,748,782 | 5,624 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $779,278 | 2,983 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,305,438 | 4,795 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,377,268 | 4,898 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,496,537 | 6,384 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $133,227 | 852 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||