Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership61,013 shares
Latest Disclosed Value $ 10,717,456
Cwm, Llc reports 95.12% increase in ownership of VEEV / Veeva Systems Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 61,013 shares of Veeva Systems Inc. (US:VEEV) valued at $10,717,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 31,270 shares of Veeva Systems Inc.. This represents a change in shares of 95.12% during the quarter. The current value of the position is $10,904,243 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)
2026-05-14 2026-03-31 13F VEEVA SYS CL A COM 922475108 61,013 29,743 95.12 10,717 178,516.67 0.0279
2026-01-26 2025-12-31 13F VEEVA SYS CL A COM 922475108 31,270 -22,357 -41.69 7 -60.00 0.0189
2025-10-15 2025-09-30 13F VEEVA SYS CL A COM 922475108 53,627 25,882 93.29 16 114.29 0.0480
2025-07-25 2025-06-30 13F VEEVA SYS CL A COM 922475108 27,745 18,960 215.82 8 250.00 0.0282
2025-05-01 2025-03-31 13F VEEVA SYS CL A COM 922475108 8,785 676 8.34 2 100.00 0.0081
2025-02-04 2024-12-31 13F VEEVA SYS CL A COM 922475108 8,109 1,339 19.78 2 0.00 0.0071
2024-10-08 2024-09-30 13F VEEVA SYS CL A COM 922475108 6,770 2,574 61.34 1 0.0061
2024-07-10 2024-06-30 13F VEEVA SYS CL A COM 922475108 4,196 1,230 41.47 1 0.0036
2024-04-05 2024-03-31 13F VEEVA SYS CL A COM 922475108 2,966 976 49.05 1 0.0033
2024-02-01 2023-12-31 13F VEEVA SYS CL A COM 922475108 1,990 130 6.99 0 0.0021
2023-10-11 2023-09-30 13F VEEVA SYS CL A COM 922475108 1,860 122 7.02 0 0.0023
2023-08-03 2023-06-30 13F VEEVA SYS CL A COM 922475108 1,738 -9 -0.52 0 0.0021
2023-05-01 2023-03-31 13F VEEVA SYS CL A COM 922475108 1,747 140 8.71 0 0.0022
2023-02-01 2022-12-31 13F VEEVA SYS CL A COM 922475108 1,607 -263 -14.06 0 -100.00 0.0019
2022-10-27 2022-09-30 13F VEEVA SYS CL A COM 922475108 1,870 490 35.51 308 12.82 0.0024
2022-07-28 2022-06-30 13F VEEVA SYS CL A COM 922475108 1,380 324 30.68 273 21.88 0.0021
2022-04-21 2022-03-31 13F VEEVA SYS CL A COM 922475108 1,056 196 22.79 224 1.82 0.0016
2022-01-31 2021-12-31 13F VEEVA SYS CL A COM 922475108 860 802 1,382.76 220 1,122.22 0.0015
2021-09-15 2021-06-30 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2021-07-29 2021-06-30 13F VEEVA SYS CL A COM 922475108 58 0 18 0.0001
2021-09-15 2021-03-31 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2021-04-27 2021-03-31 13F VEEVA SYS CL A COM 922475108 14 -44 4 0.0000
2021-09-15 2020-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2021-01-27 2020-12-31 13F VEEVA SYS CL A COM 922475108 12 -46 3 0.0000
2021-09-15 2020-09-30 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2020-10-19 2020-09-30 13F VEEVA SYS CL A COM 922475108 206 148 58 0.0006
2021-09-15 2020-06-30 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2020-07-22 2020-06-30 13F VEEVA SYS CL A COM 922475108 200 142 47 0.0006
2021-09-15 2020-03-31 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2020-04-28 2020-03-31 13F VEEVA SYS CL A COM 922475108 116 58 18 0.0003
2021-09-14 2019-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2020-01-27 2019-12-31 13F VEEVA SYS CL A COM 922475108 117 59 16 0.0002
2021-09-14 2019-09-30 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2019-10-22 2019-09-30 13F VEEVA SYS CL A COM 922475108 120 62 18 0.0003
2021-09-14 2019-06-30 13F/A-1 VEEVA SYS CL A COM 922475108 58 0 0.00 18 0.00 0.0001
2019-07-31 2019-06-30 13F VEEVA SYS CL A COM 922475108 114 56 18 0.0003
2021-09-02 2019-03-31 13F/A-1 VEEVA SYS CL A COM 922475108 58 -56 -49.12 18 80.00 0.0001
2019-04-22 2019-03-31 13F VEEVA SYS CL A COM 922475108 119 5 15 0.0003
2019-01-25 2018-12-31 13F VEEVA SYS CL A COM 922475108 114 28 32.56 10 11.11 0.0002
2018-10-29 2018-09-30 13F VEEVA SYS CL A COM 922475108 86 0 0.00 9 28.57 0.0002
2018-07-31 2018-06-30 13F VEEVA SYS CL A COM 922475108 86 0 0.00 7 16.67 0.0002
2018-04-26 2018-03-31 13F VEEVA SYS CL A COM 922475108 86 0 0.00 6 20.00 0.0002
2018-01-16 2017-12-31 13F VEEVA SYS CL A COM 922475108 86 0 0.00 5 0.00 0.0002
2017-10-16 2017-09-30 13F VEEVA SYS CL A COM 922475108 86 86 5 0.0002
2017-07-17 2017-06-30 13F VEEVA SYS CL A COM 922475108 0 -100 -100.00 0 -100.00
2017-04-17 2017-03-31 13F VEEVA SYS CL A COM 922475108 100 100 5 0.0003
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.