Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership4,677 shares
Latest Disclosed Value $ 821,562
Evoke Wealth, Llc reports 9.79% increase in ownership of VEEV / Veeva Systems Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 4,677 shares of Veeva Systems Inc. (US:VEEV) valued at $821,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,260 shares of Veeva Systems Inc.. This represents a change in shares of 9.79% during the quarter. The current value of the position is $835,873 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 4,677 417 9.79 822 -13.58 0.0148
2026-02-06 2025-12-31 13F VEEVA SYS CL A COM 922475108 4,260 -490 -10.32 951 -32.86 0.0177
2025-11-14 2025-09-30 13F VEEVA SYS CL A COM 922475108 4,750 482 11.29 1,415 15.13 0.0286
2025-08-07 2025-06-30 13F VEEVA SYS CL A COM 922475108 4,268 1,098 34.64 1,229 67.44 0.0281
2025-05-13 2025-03-31 13F VEEVA SYS CL A COM 922475108 3,170 817 34.72 734 48.58 0.0192
2025-02-10 2024-12-31 13F VEEVA SYS CL A COM 922475108 2,353 -4 -0.17 495 0.00 0.0138
2024-11-13 2024-09-30 13F VEEVA SYS CL A COM 922475108 2,357 2,357 495 0.0134
2024-08-13 2024-06-30 13F VEEVA SYS CL A COM 922475108 0 -2,356 -100.00 0 -100.00
2024-05-15 2024-03-31 13F VEEVA SYS CL A COM 922475108 2,356 -16,704 -87.64 546 -85.15 0.0162
2024-02-12 2023-12-31 13F VEEVA SYS CL A COM 922475108 19,060 16,812 747.86 3,669 702.84 0.0785
2023-11-13 2023-09-30 13F VEEVA SYS CL A COM 922475108 2,248 0 0.00 457 2.93 0.0161
2023-08-09 2023-06-30 13F VEEVA SYS CL A COM 922475108 2,248 0 0.00 444 7.51 0.0154
2023-05-08 2023-03-31 13F VEEVA SYS CL A COM 922475108 2,248 13 0.58 413 -88.55 0.0150
2023-02-10 2022-12-31 13F VEEVA SYS CL A COM 922475108 2,235 49 2.24 3,607 120,100.00 0.0131
2022-11-07 2022-09-30 13F VEEVA SYS INC CL A CL A COM 922475108 2,186 -3,230 -59.64 4 -70.00 0.0145
2022-08-04 2022-06-30 13F Veeva SYS Inc CL A CL A COM 922475108 5,416 -3,365 -38.32 11 -44.44 0.0397
2022-05-10 2022-03-31 13F Veeva SYS Inc CL A CL A COM 922475108 8,781 0 0.00 19 -18.18 0.0611
2022-02-09 2021-12-31 13F Veeva SYS Inc CL A CL A COM 922475108 8,781 0 0.00 22 -12.00 0.0708
2021-11-12 2021-09-30 13F Veeva SYS Inc CL A CL A COM 922475108 8,781 0 0.00 25 -7.41 0.0950
2021-08-05 2021-06-30 13F VEEVA SYS CL A COM 922475108 8,781 -279 -3.08 27 17.39 0.1035
2021-05-13 2021-03-31 13F VEEVA SYS STOCK 922475108 9,060 0 0.00 24 -4.17 0.1070
2021-02-12 2020-12-31 13F VEEVA SYS STOCK 922475108 9,060 -73 -0.80 25 -99.07 0.1664
2020-11-13 2020-09-30 13F VEEVA SYS STOCK 922475108 9,133 0 0.00 2,568 19.94 0.2082
2020-08-10 2020-06-30 13F VEEVA SYS STOCK 922475108 9,133 -310 -3.28 2,141 -85.50 0.2075
2020-05-07 2020-03-31 13F VEEVA SYS STOCK 922475108 9,443 -13,503 -58.85 14,766 -54.25 0.2102
2020-02-07 2019-12-31 13F VEEVA SYS STOCK 922475108 22,946 14,843 183.18 32,276 160.87 0.4103
2019-12-17 2019-09-30 13F/A-1 VEEVA SYS INC CL A STOCK 922475108 8,103 8,103 12,372 0.1522
2019-11-12 2019-09-30 13F VEEVA SYS INC CL A STOCK 922475108 8,103 12,372
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.