Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership3,542 shares
Latest Disclosed Value $ 622,171
Allworth Financial LP reports 62.97% decrease in ownership of VEEV / Veeva Systems Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 3,542 shares of Veeva Systems Inc. (US:VEEV) valued at $622,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,565 shares of Veeva Systems Inc.. This represents a change in shares of -62.97% during the quarter. The current value of the position is $633,026 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 3,542 -6,023 -62.97 622 -70.87 0.0025
2026-02-05 2025-12-31 13F VEEVA SYS CL A COM 922475108 9,565 -737 -7.15 2,135 -30.43 0.0087
2025-12-02 2025-09-30 13F VEEVA SYS CL A COM 922475108 10,302 368 3.70 3,069 7.31 0.0135
2025-08-07 2025-06-30 13F VEEVA SYS CL A COM 922475108 9,934 9,085 1,070.08 2,861 1,381.87 0.0137
2025-04-30 2025-03-31 13F VEEVA SYS CL A COM 922475108 849 34 4.17 193 3.76 0.0011
2025-01-30 2024-12-31 13F VEEVA SYS CL A COM 922475108 815 -99 -10.83 187 -2.62 0.0010
2024-10-23 2024-09-30 13F VEEVA SYS CL A COM 922475108 914 -728 -44.34 192 -36.33 0.0012
2024-07-24 2024-06-30 13F VEEVA SYS CL A COM 922475108 1,642 -3,150 -65.73 301 -72.97 0.0019
2024-04-25 2024-03-31 13F VEEVA SYS CL A COM 922475108 4,792 -153 -3.09 1,110 16.60 0.0078
2024-01-24 2023-12-31 13F VEEVA SYS CL A COM 922475108 4,945 -111 -2.20 952 -7.39 0.0073
2023-10-31 2023-09-30 13F VEEVA SYS CL A COM 922475108 5,056 -491 -8.85 1,029 -6.20 0.0088
2023-07-18 2023-06-30 13F VEEVA SYS CL A COM 922475108 5,547 4,882 734.14 1,097 798.36 0.0093
2023-04-18 2023-03-31 13F VEEVA SYS CL A COM 922475108 665 39 6.23 122 20.79 0.0012
2023-01-13 2022-12-31 13F VEEVA SYS CL A COM 922475108 626 -223 -26.27 101 -27.86 0.0011
2022-11-14 2022-09-30 13F/A-1 VEEVA SYS CL A COM 922475108 849 -77 -8.32 140 -23.50 0.0018
2022-10-18 2022-09-30 13F VEEVA SYS CL A COM 922475108 849 -77 140 0.0018
2022-07-13 2022-06-30 13F VEEVA SYS CL A COM 922475108 926 305 49.11 183 38.64 0.0025
2022-04-22 2022-03-31 13F VEEVA SYS CL A COM 922475108 621 -8 -1.27 132 -18.01 0.0017
2022-01-21 2021-12-31 13F VEEVA SYS CL A COM 922475108 629 101 19.13 161 5.92 0.0023
2021-11-02 2021-09-30 13F VEEVA SYS CL A COM 922475108 528 0 0.00 152 -7.32 0.0025
2021-08-02 2021-06-30 13F VEEVA SYS CL A COM 922475108 528 0 0.00 164 18.84 0.0030
2021-04-29 2021-03-31 13F VEEVA SYS CL A COM 922475108 528 -137 -20.60 138 -23.76 0.0028
2021-01-26 2020-12-31 13F VEEVA SYS CL A COM 922475108 665 12 1.84 181 -1.63 0.0047
2020-11-03 2020-09-30 13F VEEVA SYS CL A COM 922475108 653 0 0.00 184 20.26 0.0055
2020-07-24 2020-06-30 13F VEEVA SYS CL A COM 922475108 653 241 58.50 153 139.06 0.0047
2020-04-17 2020-03-31 13F VEEVA SYS CL A COM 922475108 412 0 0.00 64 10.34 0.0021
2020-01-16 2019-12-31 13F VEEVA SYS CL A COM 922475108 412 26 6.74 58 -1.69 0.0020
2019-10-09 2019-09-30 13F VEEVA SYS CL A COM 922475108 386 92 31.29 59 22.92 0.0023
2019-07-25 2019-06-30 13F VEEVA SYS CL A COM 922475108 294 70 31.25 48 71.43 0.0019
2019-05-07 2019-03-31 13F VEEVA SYS CL A COM 922475108 224 90 67.16 28 133.33 0.0012
2019-02-11 2018-12-31 13F VEEVA SYS CL A COM 922475108 134 0 0.00 12 -20.00 0.0006
2018-10-29 2018-09-30 13F VEEVA SYS CL A COM 922475108 134 0 0.00 15 50.00 0.0007
2018-08-08 2018-06-30 13F VEEVA SYS CL A COM 922475108 134 0 0.00 10 0.00 0.0005
2018-05-01 2018-03-31 13F VEEVA SYS CL A COM 922475108 134 134 10 0.0008
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.