Position in VEEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$821,561
-$129,398 QoQ
Shares Held
4,677
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026EVOKE WEALTH, LLC holds $5,034,667 across 2 Health Information Services names. VEEV ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
|
180,820 | $4,213,106 | |
| 2 | VEEV |
Veeva Systems Inc
This page
|
4,677 | $821,561 |
All Filings in VEEV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $821,561 | 4,677 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $950,959 | 4,260 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,415,072 | 4,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,229,098 | 4,268 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $734,267 | 3,170 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $494,718 | 2,353 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $494,663 | 2,357 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $545,861 | 2,356 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $457,355 | 2,248 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $444,497 | 2,248 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $413,159 | 2,248 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $360,684 | 2,235 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $360,427 | 2,186 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,072,584 | 5,416 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,865,611 | 8,781 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,243,369 | 8,781 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,530,420 | 8,781 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,730,451 | 8,781 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,366,834 | 9,060 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,466,585 | 9,060 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,568,108 | 9,133 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,140,957 | 9,133 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,476,601 | 9,443 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||