Concurrent Investment Advisors, LLC

Position in VEEV — Veeva Systems Inc

CIK 2001015 Tampa, FL

Position in VEEV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$321,752

+$15,754 QoQ

Shares Held

1,813

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#731

of 1,058 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $3,000,940 across 5 Health Information Services names. VEEV ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc.	11,318	$1,022,240
2	HNGE	Hinge Health, Inc.	12,219	$1,014,177
3	BTSG	BrightSpring Health Services, Inc.	6,165	$429,947
4	VEEV	Veeva Systems Inc This page	1,813	$321,752
5	TXG	10x Genomics, Inc.	5,551	$212,824

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,752	1,813	+4.1%	Shares	Sole	2026-07-27
2026-03-31	$305,998	1,742	-21.1%	Shares	Sole	2026-04-21
2025-12-31	$493,114	2,209	+153.6%	Shares	Sole	2026-01-29
2025-09-30	$259,479	871	-2.2%	Shares	Sole	2025-10-27
2025-06-30	$256,590	891	-20.7%	Shares	Sole	2025-07-25
2025-03-31	$260,352	1,124	-5.0%	Shares	Sole	2025-04-29
2024-12-31	$248,725	1,183	+1.3%	Shares	Sole	2025-02-03
2024-09-30	$245,128	1,168	+18.5%	Shares	Sole	2024-10-30
2024-03-31	$228,446	986	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.