Position in VEEV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,658,053
-$678,271 QoQ
Shares Held
9,439
-9.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 50%
Shared 1%
None 49%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Pathstone Holdings, LLC holds $8,161,855 across 13 Health Information Services names. VEEV ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
27,427 | $2,292,073 | |
| 2 | VEEV |
Veeva Systems Inc
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|
9,439 | $1,658,053 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
18,939 | $806,990 | |
| 4 | TEM |
Tempus AI, Inc.
|
13,790 | $623,583 | |
| 5 | TXG |
10x Genomics, Inc.
|
25,296 | $537,034 | |
| 6 | OMCL |
Omnicell, Inc.
|
13,380 | $446,623 | |
| 7 | WAY |
Waystar Holding Corp.
|
18,316 | $441,598 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
21,382 | $439,827 |
All Filings in VEEV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,658,053 | 9,439 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,336,324 | 10,466 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,692,593 | 12,395 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,508,326 | 15,655 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,279,648 | 14,159 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,858,769 | 13,597 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,367,542 | 11,281 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $1,788,556 | 9,773 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,224,454 | 9,601 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,784,852 | 9,271 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||