Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership7,048 shares
Latest Disclosed Value $ 1,238,052
CWM Advisors, LLC reports 58.34% decrease in ownership of VEEV / Veeva Systems Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 7,048 shares of Veeva Systems Inc. (US:VEEV) valued at $1,238,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 16,919 shares of Veeva Systems Inc.. This represents a change in shares of -58.34% during the quarter. The current value of the position is $1,259,619 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)
2026-05-13 2026-03-31 13F/A-1 VEEVA SYS CL A COM 922475108 7,048 -9,871 -58.34 1,238 -67.21 0.2484
2026-04-23 2026-03-31 13F VEEVA SYS CL A COM 922475108 18,143 1,224 3,187 0.2623
2026-02-17 2025-12-31 13F VEEVA SYS CL A COM 922475108 16,919 1,546 10.06 3,777 -17.54 0.3398
2025-10-15 2025-09-30 13F VEEVA SYS CL A COM 922475108 15,373 -4,088 -21.01 4,580 -18.29 0.4458
2025-07-24 2025-06-30 13F VEEVA SYS CL A COM 922475108 19,461 -9,242 -32.20 5,604 -15.70 0.6105
2025-06-03 2025-03-31 13F VEEVA SYS CL A COM 922475108 28,703 9,268 47.69 6,648 62.70 0.7903
2025-01-17 2024-12-31 13F VEEVA SYS CL A COM 922475108 19,435 2,985 18.15 4,086 18.37 0.4573
2024-10-10 2024-09-30 13F VEEVA SYS CL A COM 922475108 16,450 -146 -0.88 3,452 13.66 0.3532
2024-08-12 2024-06-30 13F VEEVA SYS CL A COM 922475108 16,596 -6,765 -28.96 3,037 -43.88 0.3500
2024-05-07 2024-03-31 13F VEEVA SYS CL A COM 922475108 23,361 5,307 29.40 5,412 55.74 0.5538
2024-02-12 2023-12-31 13F VEEVA SYS CL A COM 922475108 18,054 1,605 9.76 3,476 3.86 0.3823
2023-10-26 2023-09-30 13F VEEVA SYS CL A COM 922475108 16,449 -3,787 -18.71 3,346 -16.37 0.4273
2023-07-31 2023-06-30 13F VEEVA SYS CL A COM 922475108 20,236 -284 -1.38 4,001 6.10 0.4840
2023-04-24 2023-03-31 13F VEEVA SYS CL A COM 922475108 20,520 1,382 7.22 3,771 22.12 0.4799
2023-01-26 2022-12-31 13F VEEVA SYS CL A COM 922475108 19,138 -921 -4.59 3,088 -6.62 0.3974
2022-11-07 2022-09-30 13F VEEVA SYS CL A COM 922475108 20,059 -2,907 -12.66 3,307 -27.29 0.4672
2022-08-10 2022-06-30 13F VEEVA SYS CL A COM 922475108 22,966 975 4.43 4,548 -2.65 0.6035
2022-04-21 2022-03-31 13F VEEVA SYS CL A COM 922475108 21,991 -6,083 -21.67 4,672 -34.86 0.5407
2022-02-14 2021-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 28,074 5,791 25.99 7,172 11.70 0.8223
2022-02-03 2021-12-31 13F VEEVA SYS CL A COM 922475108 1,005 -21,278 257 0.0728
2021-11-09 2021-09-30 13F VEEVA SYS CL A COM 922475108 22,283 17,295 346.73 6,421 313.99 0.8116
2021-08-10 2021-06-30 13F VEEVA SYS CL A COM 922475108 4,988 1,210 32.03 1,551 57.14 0.2041
2021-04-30 2021-03-31 13F VEEVA SYS CL A COM 922475108 3,778 1,158 44.20 987 38.62 0.1514
2021-02-12 2020-12-31 13F VEEVA SYSTEMS INCA CL A COM 922475108 2,620 1,232 88.76 712 82.56 0.1575
2020-11-16 2020-09-30 13F VEEVA SYS CL A COM 922475108 1,388 -133 -8.74 390 9.24 0.1073
2020-08-12 2020-06-30 13F VEEVA SYS CL A COM 922475108 1,521 -834 -35.41 357 -2.99 0.1233
2020-05-08 2020-03-31 13F VEEVA SYS CL A COM 922475108 2,355 -1,658 -41.32 368 -34.75 0.1470
2020-01-24 2019-12-31 13F VEEVA SYS CL A COM 922475108 4,013 873 27.80 564 17.75 0.2022
2019-11-13 2019-09-30 13F VEEVA SYS CL A COM 922475108 3,140 130 4.32 479 -1.84 0.1826
2019-07-16 2019-06-30 13F VEEVA SYS CL A COM 922475108 3,010 -720 -19.30 488 3.17 0.2053
2019-05-16 2019-03-31 13F VEEVA SYS CL A COM 922475108 3,730 3,730 473 0.2196
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.