Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership1,695 shares
Latest Disclosed Value $ 297,744
GM Advisory Group, Inc. reports 49.47% increase in ownership of VEEV / Veeva Systems Inc.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 1,695 shares of Veeva Systems Inc. (US:VEEV) valued at $297,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,134 shares of Veeva Systems Inc.. This represents a change in shares of 49.47% during the quarter. The current value of the position is $302,930 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)
2026-04-28 2026-03-31 13F Veeva SYS Inc CL A Com 922475108 1,695 561 49.47 298 17.39 0.0110
2026-02-13 2025-12-31 13F Veeva SYS Inc CL A COM 922475108 1,134 339 42.64 253 7.20 0.0099
2025-11-19 2025-09-30 13F VEEVA SYS CL A COM 922475108 795 -350 -30.57 237 -28.27 0.0101
2025-08-13 2025-06-30 13F VEEVA SYS CL A COM 922475108 1,145 0 0.00 330 24.15 0.0163
2025-05-14 2025-03-31 13F VEEVA SYS CL A COM 922475108 1,145 -14 -1.21 265 9.05 0.0143
2025-02-11 2024-12-31 13F VEEVA SYS CL A COM 922475108 1,159 -60 -4.92 244 -4.71 0.0135
2024-11-12 2024-09-30 13F VEEVA SYS CL A COM 922475108 1,219 0 0.00 256 14.35 0.0153
2024-08-12 2024-06-30 13F VEEVA SYS CL A COM 922475108 1,219 210 20.81 223 -4.29 0.0144
2024-05-09 2024-03-31 13F VEEVA SYS CL A COM 922475108 1,009 1,009 234 0.0164
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.