Position in VEEV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,612,492
-$45,561 QoQ
Shares Held
9,086
-3.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#469
of 1,063 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Pathstone Holdings, LLC holds $11,065,616 across 11 Health Information Services names. VEEV ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
36,497 | $3,296,408 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
28,483 | $1,986,403 | |
| 3 | VEEV |
Veeva Systems Inc
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|
9,086 | $1,612,492 | |
| 4 | WAY |
Waystar Holding Corp.
|
45,279 | $929,577 | |
| 5 | TEM |
Tempus AI, Inc.
|
15,053 | $872,020 | |
| 6 | HSTM |
Healthstream Inc
|
25,160 | $685,610 | |
| 7 | OMCL |
Omnicell, Inc.
|
13,859 | $575,424 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
20,816 | $535,595 |
All Filings in VEEV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,612,492 | 9,086 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||