Position in VEEV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$71,493
-$19,361 QoQ
Shares Held
407
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
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, 2026HighMark Wealth Management LLC holds $1,253,352 across 9 Health Information Services names. VEEV ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCAT |
Health Catalyst, Inc.
|
903,082 | $1,146,914 | |
| 2 | VEEV |
Veeva Systems Inc
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|
407 | $71,493 | |
| 3 | EVH |
Evolent Health, Inc.
|
3,975 | $9,063 | |
| 4 | TEM |
Tempus AI, Inc.
|
192 | $8,682 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
150 | $6,391 | |
| 6 | SLP |
Simulations Plus, Inc.
|
367 | $4,337 | |
| 7 | OMCL |
Omnicell, Inc.
|
100 | $3,338 | |
| 8 | HNGE |
Hinge Health, Inc.
|
65 | $2,506 |
All Filings in VEEV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,493 | 407 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $90,854 | 407 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $121,249 | 407 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $117,207 | 407 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $94,273 | 407 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $85,571 | 407 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $85,417 | 407 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $76,132 | 416 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $96,383 | 416 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $80,088 | 416 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $88,704 | 436 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $86,210 | 436 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $157,508 | 857 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,711 | 23 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,792 | 23 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,188 | 6 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,274 | 6 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,532 | 6 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,729 | 6 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,109 | 10 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,612 | 10 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,083 | 15 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,061 | 18 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,219 | 18 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $3,596 | 23 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||