Global Retirement Partners, LLC
PensionPosition in VEEV — Veeva Systems Inc
CIK 1749744
San Rafael, CA
Position in VEEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$500,465
-$1,064,377 QoQ
Shares Held
2,820
-59.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#652
of 1,058 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $2,986,172 across 21 Health Information Services names. VEEV ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
28,508 | $1,988,147 | |
| 2 | VEEV |
Veeva Systems Inc
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|
2,820 | $500,465 | |
| 3 | HQY |
Healthequity, Inc.
|
3,373 | $304,649 | |
| 4 | TXG |
10x Genomics, Inc.
|
1,014 | $38,876 | |
| 5 | HSTM |
Healthstream Inc
|
1,131 | $30,819 | |
| 6 | CTEV |
Claritev Corp
|
861 | $29,368 | |
| 7 | TEM |
Tempus AI, Inc.
|
301 | $17,436 | |
| 8 | WEAV |
Weave Communications, Inc.
|
2,034 | $12,183 |
All Filings in VEEV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,465 | 2,820 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,564,842 | 7,010 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,067,495 | 6,940 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,947,320 | 6,762 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,401,526 | 6,666 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,426,276 | 6,796 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,320,417 | 7,215 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,274,526 | 5,501 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $990,130 | 5,143 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,017,656 | 5,002 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,033,930 | 5,229 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $938,064 | 5,104 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $98,119 | 608 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $93,486 | 567 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $96,049 | 485 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $81,797 | 385 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $132,846 | 461 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $140,238 | 451 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $112,071 | 429 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $217,800 | 800 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $177,993 | 633 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $119,085 | 508 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $16,418 | 105 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||