Position in VEEV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,456,348
+$487,473 QoQ
Shares Held
31,062
+39.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.62475049900199.ToString("F0")%
Shared 0.ToString("F0")%
None 12.375249500998004.ToString("F0")%
Common Shares in VEEV Over Time
Shares Held
Position Value (USD)
Derivatives in VEEV
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$111,615
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $103,059,255 across 13 Health Information Services names. VEEV ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
3,453,757 | $83,270,080 | |
| 2 | OMCL |
Omnicell, Inc.
|
179,261 | $5,983,730 | |
| 3 | VEEV |
Veeva Systems Inc
This page
|
31,062 | $5,456,348 | |
| 4 | TEM |
Tempus AI, Inc.
|
49,273 | $2,228,123 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
51,949 | $2,213,545 | |
| 6 | HQY |
Healthequity, Inc.
|
14,208 | $1,187,360 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
35,927 | $739,017 | |
| 8 | HTFL |
Heartflow, Inc.
|
27,439 | $667,590 |
All Filings in VEEV
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,456,348 | 31,062 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,968,875 | 22,259 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $111,615 | 500 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $6,863,546 | 23,039 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,683,725 | 23,209 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $6,158,345 | 26,587 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,759,587 | 27,394 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,594,291 | 26,656 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $27,945,076 | 152,697 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,493,032 | 40,973 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,464,435 | 33,578 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $2,644,850 | 13,000 | Put | Defined | 2023-11-01 | |
| 2023-09-30 | $6,498,800 | 31,943 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $6,062,005 | 30,658 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $4,812,907 | 26,187 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $3,116,085 | 19,309 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $16,087,173 | 97,569 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,927,328 | 19,831 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,238,183 | 43,482 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,106,275 | 39,558 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $22,817,584 | 79,181 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $34,713,211 | 111,636 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $18,671,603 | 71,473 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $20,977,133 | 77,051 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,753,169 | 98,699 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,321,627 | 142,145 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $38,320,185 | 245,061 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||