Veeva Systems Inc.
AT ˙ WBAG ˙ US9224751084
150,05 € ↓ -3,45 (-2,25%)
2026-06-05
DEL PRIS
SecurityAT:VEEV / Veeva Systems Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership4,877 shares
Latest Disclosed Value $ 856,694
AE Wealth Management LLC reports 21.03% decrease in ownership of VEEV / Veeva Systems Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 4,877 shares of Veeva Systems Inc. (AT:VEEV) valued at $741,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,176 shares of Veeva Systems Inc.. This represents a change in shares of -21.03% during the quarter. The current value of the position is $731,794 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 VEEVA SYS CL A COM 922475108 4,877 -1,299 -21.03 857 -37.88 0.0001
2026-01-26 2025-12-31 13F VEEVA SYS CL A COM 922475108 6,176 -513 -7.67 1,379 -30.82 0.0079
2025-11-03 2025-09-30 13F VEEVA SYS CL A COM 922475108 6,689 -490 -6.83 1,993 -3.63 0.0127
2025-08-06 2025-06-30 13F VEEVA SYS CL A COM 922475108 7,179 -621 -7.96 2,068 14.45 0.0151
2025-05-06 2025-03-31 13F VEEVA SYS CL A COM 922475108 7,800 -1,624 -17.23 1,807 -8.83 0.0152
2025-02-13 2024-12-31 13F VEEVA SYS CL A COM 922475108 9,424 -1,074 -10.23 1,981 -10.08 0.0168
2024-11-14 2024-09-30 13F VEEVA SYS CL A COM 922475108 10,498 -1,711 -14.01 2,203 -1.39 0.0200
2024-08-12 2024-06-30 13F VEEVA SYS CL A COM 922475108 12,209 -739 -5.71 2,234 -25.51 0.0223
2024-05-15 2024-03-31 13F VEEVA SYS CL A COM 922475108 12,948 -31,585 -70.92 3,000 -67.74 0.0339
2024-02-14 2023-12-31 13F VEEVA SYS CL A COM 922475108 44,533 1,896 4.45 9,295 7.16 0.0475
2023-10-11 2023-09-30 13F VEEVA SYS CL A COM 922475108 42,637 989 2.37 8,674 5.34 0.0518
2023-07-10 2023-06-30 13F VEEVA SYS CL A COM 922475108 41,648 753 1.84 8,235 9.55 0.0495
2023-04-14 2023-03-31 13F VEEVA SYS CL A COM 922475108 40,895 1,358 3.43 7,516 17.81 0.0484
2023-01-31 2022-12-31 13F VEEVA SYS CL A COM 922475108 39,537 -1,194 -2.93 6,380 -5.00 0.0461
2022-10-25 2022-09-30 13F VEEVA SYS CL A COM 922475108 40,731 6,485 18.94 6,716 -0.97 0.0533
2022-08-03 2022-06-30 13F VEEVA SYS CL A COM 922475108 34,246 -1,328 -3.73 6,782 -10.27 0.0543
2022-04-18 2022-03-31 13F VEEVA SYS CL A COM 922475108 35,574 416 1.18 7,558 -15.85 0.0519
2022-01-20 2021-12-31 13F VEEVA SYS CL A COM 922475108 35,158 -1,951 -5.26 8,982 -16.01 0.0626
2021-11-01 2021-09-30 13F VEEVA SYS CL A COM 922475108 37,109 2,294 6.59 10,694 -1.22 0.0881
2021-07-21 2021-06-30 13F VEEVA SYS CL A COM 922475108 34,815 2,689 8.37 10,826 28.99 0.0946
2021-04-27 2021-03-31 13F VEEVA SYS CL A COM 922475108 32,126 7,615 31.07 8,393 25.78 0.0847
2021-02-01 2020-12-31 13F VEEVA SYS CL A COM 922475108 24,511 6,366 35.08 6,673 30.79 0.0757
2020-11-06 2020-09-30 13F VEEVA SYS CL A COM 922475108 18,145 5,610 44.75 5,102 73.66 0.0728
2020-08-05 2020-06-30 13F VEEVA SYS CL A COM 922475108 12,535 2,995 31.39 2,938 96.92 0.0454
2020-05-07 2020-03-31 13F VEEVA SYS CL A COM 922475108 9,540 4,425 86.51 1,492 107.51 0.0343
2020-01-15 2019-12-31 13F VEEVA SYS CL A COM 922475108 5,115 2,313 82.55 719 67.99 0.0156
2019-11-05 2019-09-30 13F VEEVA SYS CL A COM 922475108 2,802 -853 -23.34 428 -27.82 0.0124
2019-07-22 2019-06-30 13F VEEVA SYS CL A COM 922475108 3,655 3,655 593 0.0178
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.