Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionEvergreen Capital Management Llc
Latest Disclosed Ownership36,558 shares
Latest Disclosed Value $ 6,421,780
Evergreen Capital Management Llc reports 103.69% increase in ownership of VEEV / Veeva Systems Inc.

On May 14, 2026 - Evergreen Capital Management Llc filed a 13F-HR form disclosing ownership of 36,558 shares of Veeva Systems Inc. (US:VEEV) valued at $6,421,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 17,948 shares of Veeva Systems Inc.. This represents a change in shares of 103.69% during the quarter. The current value of the position is $6,310,276 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 36,558 18,610 103.69 6,422 60.28 0.1091
2026-01-27 2025-12-31 13F VEEVA SYS CL A COM 922475108 17,948 398 2.27 4,007 -23.37 0.0895
2025-10-28 2025-09-30 13F VEEVA SYS CL A COM 922475108 17,550 401 2.34 5,228 5.87 0.1242
2025-08-14 2025-06-30 13F VEEVA SYS CL A COM 922475108 17,149 -3,748 -17.94 4,939 2.02 0.1485
2025-05-15 2025-03-31 13F VEEVA SYS CL A COM 922475108 20,897 -2,666 -11.31 4,840 -2.30 0.1625
2025-02-13 2024-12-31 13F VEEVA SYS CL A COM 922475108 23,563 579 2.52 4,954 2.72 0.1612
2024-11-14 2024-09-30 13F VEEVA SYS CL A COM 922475108 22,984 827 3.73 4,824 18.97 0.1618
2024-08-14 2024-06-30 13F VEEVA SYS CL A COM 922475108 22,157 414 1.90 4,055 -19.52 0.1468
2024-05-15 2024-03-31 13F VEEVA SYS CL A COM 922475108 21,743 21,743 5,038 0.1904
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.