Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionBath Savings Trust Co
Latest Disclosed Ownership46,396 shares
Latest Disclosed Value $ 8,149,922
Bath Savings Trust Co reports 1.39% decrease in ownership of VEEV / Veeva Systems Inc.

On April 7, 2026 - Bath Savings Trust Co filed a 13F-HR form disclosing ownership of 46,396 shares of Veeva Systems Inc. (US:VEEV) valued at $8,149,921 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 47,049 shares of Veeva Systems Inc.. This represents a change in shares of -1.39% during the quarter. The current value of the position is $8,291,893 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-07 2026-03-31 13F VEEVA SYSTEMS Common Stock 922475108 46,396 -653 -1.39 8,150 -22.41 0.8707
2026-01-12 2025-12-31 13F VEEVA SYSTEMS Common Stock 922475108 47,049 5,163 12.33 10,503 -15.84 1.0483
2025-10-09 2025-09-30 13F VEEVA SYSTEMS Common Stock 922475108 41,886 3,965 10.46 12,478 14.27 1.2354
2025-07-10 2025-06-30 13F VEEVA SYSTEMS Common Stock 922475108 37,921 7,087 22.98 10,920 52.90 1.1055
2025-04-07 2025-03-31 13F VEEVA SYSTEMS Common Stock 922475108 30,834 12,931 72.23 7,142 89.74 0.7387
2025-01-07 2024-12-31 13F VEEVA SYSTEMS Common Stock 922475108 17,903 14,269 392.65 3,764 393.96 0.3824
2024-10-07 2024-09-30 13F VEEVA SYSTEMS Common Stock 922475108 3,634 1,539 73.46 763 98.96 0.0758
2024-07-12 2024-06-30 13F VEEVA SYSTEMS Common Stock 922475108 2,095 -30 -1.41 383 -22.15 0.0291
2024-07-12 2024-06-30 13F VEEVA SYSTEMS Common Stock 922475108 2,095 383
2024-04-08 2024-03-31 13F VEEVA SYSTEMS Common Stock 922475108 2,125 -10 -0.47 492 19.71 0.0523
2024-01-09 2023-12-31 13F VEEVA SYSTEMS Common Stock 922475108 2,135 0 0.00 411 -5.30 0.0461
2023-10-12 2023-09-30 13F VEEVA SYSTEMS Common Stock 922475108 2,135 -110 -4.90 434 -2.03 0.0534
2023-07-12 2023-06-30 13F VEEVA SYSTEMS Common Stock 922475108 2,245 20 0.90 444 8.58 0.0518
2023-04-12 2023-03-31 13F VEEVA SYSTEMS Common Stock 922475108 2,225 70 3.25 409 0.0503
2023-01-12 2022-12-31 13F VEEVA SYSTEMS Common Stock 922475108 2,155 0 0.00 0 -100.00 0.0449
2022-10-05 2022-09-30 13F VEEVA SYSTEMS Common Stock 922475108 2,155 0 0.00 355 -16.86 0.0494
2022-07-07 2022-06-30 13F VEEVA SYSTEMS Common Stock 922475108 2,155 0 0.00 427 -6.77 0.0561
2022-04-07 2022-03-31 13F VEEVA SYSTEMS Common Stock 922475108 2,155 5 0.23 458 -16.58 0.0523
2022-01-03 2021-12-31 13F VEEVA SYSTEMS Common Stock 922475108 2,150 -74 -3.33 549 -14.35 0.0571
2021-10-06 2021-09-30 13F VEEVA SYSTEMS Common Stock 922475108 2,224 -76 -3.30 641 -10.35 0.0741
2021-07-07 2021-06-30 13F VEEVA SYSTEMS Common Stock 922475108 2,300 -20 -0.86 715 17.99 0.0844
2021-04-08 2021-03-31 13F VEEVA SYSTEMS Common Stock 922475108 2,320 0 0.00 606 -4.11 0.0773
2021-01-13 2020-12-31 13F VEEVA SYSTEMS Common Stock 922475108 2,320 -10 -0.43 632 -3.51 0.0834
2020-10-01 2020-09-30 13F VEEVA SYSTEMS Common Stock 922475108 2,330 -50 -2.10 655 17.38 0.1074
2020-07-06 2020-06-30 13F VEEVA SYSTEMS Common Stock 922475108 2,380 -75 -3.05 558 45.31 0.1009
2020-04-01 2020-03-31 13F VEEVA SYSTEMS Common Stock 922475108 2,455 5 0.20 384 11.30 0.0832
2020-01-09 2019-12-31 13F VEEVA SYSTEMS Common Stock 922475108 2,450 100 4.26 345 -3.63 0.0623
2019-10-03 2019-09-30 13F VEEVA SYSTEMS Common Stock 922475108 2,350 25 1.08 358 -5.04 0.0687
2019-07-01 2019-06-30 13F VEEVA SYSTEMS Common Stock 922475108 2,325 595 34.39 377 71.36 0.0749
2019-04-02 2019-03-31 13F VEEVA SYSTEMS Common Stock 922475108 1,730 1,730 220 0.0464
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.