Position in VEEV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$222,736
-$23,040 QoQ
Shares Held
1,268
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $462,558 across 30 Health Information Services names. VEEV ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
This page
|
1,268 | $222,736 | |
| 2 | HQY |
Healthequity, Inc.
|
1,610 | $134,547 | |
| 3 | WAY |
Waystar Holding Corp.
|
808 | $19,480 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
450 | $19,174 | |
| 5 | TEM |
Tempus AI, Inc.
|
248 | $11,214 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
385 | $7,919 | |
| 7 | TXG |
10x Genomics, Inc.
|
371 | $7,876 | |
| 8 | PHR |
Phreesia, Inc.
|
934 | $7,826 |
All Filings in VEEV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,736 | 1,268 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $245,776 | 1,101 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $510,915 | 1,715 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $575 | 2 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $694 | 3 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $420 | 2 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $209 | 1 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $183 | 1 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,071 | 78 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $15,016 | 78 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||