Position in VEEV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,071,248
-$11,250,728 QoQ
Shares Held
142,726
-12.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 10.436910220277905.ToString("F0")%
Shared 0.9899185350327402.ToString("F0")%
None 88.57317124468935.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $41,664,955 across 17 Health Information Services names. VEEV ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
142,726 | $25,071,248 | |
| 2 | TXG |
10x Genomics, Inc.
|
211,270 | $4,485,261 | |
| 3 | WAY |
Waystar Holding Corp.
|
134,039 | $3,231,680 | |
| 4 | HQY |
Healthequity, Inc.
|
27,425 | $2,291,907 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
273,003 | $1,487,866 | |
| 6 | OMCL |
Omnicell, Inc.
|
42,809 | $1,428,964 | |
| 7 | HTFL |
Heartflow, Inc.
|
50,321 | $1,224,309 | |
| 8 | OMDA |
Omada Health, Inc.
|
41,163 | $517,418 |
All Filings in VEEV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,071,248 | 142,726 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $36,321,976 | 162,711 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $43,931,892 | 147,467 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,260,684 | 164,111 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $39,293,016 | 169,637 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $39,651,256 | 188,591 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,865,774 | 13,655 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,922,885 | 10,507 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,483,484 | 10,719 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,077,675 | 10,792 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,165,521 | 10,644 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,961,678 | 9,921 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,580,780 | 19,483 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,932,112 | 18,169 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||