Position in VEEV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$327,432
+$97,142 QoQ
Shares Held
1,845
+40.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#728
of 1,063 holders
Holding Since
Sep 2024
8 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $377,352 across 2 Health Information Services names. VEEV ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
1,845 | $327,432 | |
| 2 | DH |
Definitive Healthcare Corp.
|
60,080 | $49,920 |
All Filings in VEEV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,432 | 1,845 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $230,290 | 1,311 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $392,215 | 1,757 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $470,101 | 1,578 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $434,849 | 1,510 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $360,416 | 1,556 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $317,477 | 1,510 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $258,559 | 1,232 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||