Position in VEEV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$544,477
-$373,697 QoQ
Shares Held
3,068
-41.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 1,056 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $647,619 across 27 Health Information Services names. VEEV ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
3,068 | $544,477 | |
| 2 | HQY |
Healthequity, Inc.
|
381 | $34,411 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
257 | $17,923 | |
| 4 | DOCS |
Doximity, Inc.
|
536 | $11,116 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
1,132 | $9,599 | |
| 6 | TEM |
Tempus AI, Inc.
|
160 | $9,268 | |
| 7 | OMCL |
Omnicell, Inc.
|
136 | $5,646 | |
| 8 | SDGR |
Schrodinger, Inc.
|
216 | $3,510 |
All Filings in VEEV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,477 | 3,068 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $918,174 | 5,227 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,053,422 | 4,719 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,615,863 | 5,424 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,032,984 | 3,587 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $656,902 | 2,836 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $814,718 | 3,875 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $816,184 | 3,889 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $707,150 | 3,864 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $40,082 | 173 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $33,305 | 173 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $59,407 | 292 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $44,884 | 227 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $66,164 | 360 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $78,269 | 485 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $46,990 | 285 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $59,808 | 302 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $87,533 | 412 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,460 | 84 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $102,012 | 354 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,119 | 84 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $27,952 | 107 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||