Cape Investment Advisory, Inc.

Position in VEEV — Veeva Systems Inc

CIK 1944437 MCDONOUGH, GA

Position in VEEV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$371,621

+$4,493 QoQ

Shares Held

2,094

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#701

of 1,058 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $394,086 across 5 Health Information Services names. VEEV ranks #1 (94.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	2,094	$371,621
2	CTEV	Claritev Corp	475	$16,202
3	SDGR	Schrodinger, Inc.	200	$3,250
4	TDOC	Teladoc Health, Inc.	253	$2,145
5	TEM	Tempus AI, Inc.	15	$868

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,621	2,094	+0.2%	Shares	Sole	2026-07-23
2026-03-31	$367,128	2,090	-7.2%	Shares	Defined	2026-05-15
2025-12-31	$502,713	2,252	-2.1%	Shares	Sole	2026-02-17
2025-09-30	$685,490	2,301	+1.3%	Shares	Defined	2025-12-29
2025-06-30	$654,290	2,272	+1.1%	Shares	Sole	2025-08-19
2025-03-31	$520,704	2,248	-2.8%	Shares	Sole	2025-05-16
2024-12-31	$486,098	2,312	-1.2%	Shares	Sole	2025-02-05
2024-09-30	$490,885	2,339	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$430,073	2,350	+3.5%	Shares	Sole	2024-08-15
2024-03-31	$525,936	2,270	+0.0%	Shares	Sole	2024-06-21
2023-12-31	$436,827	2,269	+4.1%	Shares	Sole	2024-02-12
2023-09-30	$443,521	2,180	+3.0%	Shares	Sole	2023-11-07
2023-06-30	$418,396	2,116	+2.4%	Shares	Sole	2023-10-12
2023-03-31	$379,893	2,067	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.