Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership3,948 shares
Latest Disclosed Value $ 693,418
Kestra Advisory Services, LLC reports 43.91% decrease in ownership of VEEV / Veeva Systems Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 3,948 shares of Veeva Systems Inc. (US:VEEV) valued at $693,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,039 shares of Veeva Systems Inc.. This represents a change in shares of -43.91% during the quarter. The current value of the position is $681,464 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)
2026-04-30 2026-03-31 13F VEEVA SYS CL A COM 922475108 3,948 -3,091 -43.91 693 -55.89 0.0026
2026-02-13 2025-12-31 13F VEEVA SYS CL A COM 922475108 7,039 398 5.99 1,571 -20.58 0.0065
2025-11-14 2025-09-30 13F VEEVA SYS CL A COM 922475108 6,641 1,613 32.08 1,978 36.70 0.0090
2025-08-15 2025-06-30 13F VEEVA SYS CL A COM 922475108 5,028 -501 -9.06 1,448 13.05 0.0071
2025-05-14 2025-03-31 13F VEEVA SYS CL A COM 922475108 5,529 664 13.65 1,281 25.24 0.0062
2025-02-10 2024-12-31 13F VEEVA SYS CL A COM 922475108 4,865 -3,044 -38.49 1,023 -38.40 0.0056
2024-11-13 2024-09-30 13F VEEVA SYS CL A COM 922475108 7,909 -42 -0.53 1,660 16.10 0.0091
2024-08-14 2024-06-30 13F VEEVA SYS CL A COM 922475108 7,951 494 6.62 1,429 -17.26 0.0080
2024-05-15 2024-03-31 13F VEEVA SYS CL A COM 922475108 7,457 1,037 16.15 1,728 39.84 0.0116
2024-02-14 2023-12-31 13F VEEVA SYS CL A COM 922475108 6,420 630 10.88 1,236 4.93 0.0100
2023-11-13 2023-09-30 13F VEEVA SYS CL A COM 922475108 5,790 991 20.65 1,178 24.16 0.0116
2023-08-11 2023-06-30 13F VEEVA SYS CL A COM 922475108 4,799 255 5.61 949 13.53 0.0095
2023-05-12 2023-03-31 13F VEEVA SYS CL A COM 922475108 4,544 -4,609 -50.36 835 -43.47 0.0091
2023-01-31 2022-12-31 13F VEEVA SYS CL A COM 922475108 9,153 2,213 31.89 1,477 147,600.00 0.0131
2022-11-01 2022-09-30 13F/A-1 VEEVA SYS CL A COM 922475108 6,940 1,297 22.98 1 0.00 0.0122
2022-11-01 2022-09-30 13F VEEVA SYS CL A COM 922475108 6,940 1,297 1,144 0.0122
2022-08-12 2022-06-30 13F VEEVA SYS CL A COM 922475108 5,643 1,124 24.87 1 0.0115
2022-07-20 2022-03-31 13F/A-1 VEEVA SYS CL A COM 922475108 4,519 1,920 73.87 1 -100.00 0.0100
2022-04-26 2022-03-31 13F VEEVA SYS CL A COM 922475108 4,519 1,920 960 0.0100
2022-07-25 2021-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 2,599 -843 -24.49 1 -100.00 0.0067
2022-01-20 2021-12-31 13F VEEVA SYS CL A COM 922475108 2,599 -843 664 0.0067
2022-07-25 2021-09-30 13F/A-1 VEEVA SYS CL A COM 922475108 3,442 -520 -13.12 1 -100.00 0.0099
2021-10-19 2021-09-30 13F VEEVA SYS CL A COM 922475108 3,442 -520 992 0.0099
2022-07-26 2021-06-30 13F/A-1 VEEVA SYS CL A COM 922475108 3,962 -962 -19.54 1 0.00 0.0140
2021-07-28 2021-06-30 13F VEEVA SYS CL A COM 922475108 3,962 -962 1,232 0.0140
2022-07-27 2021-03-31 13F/A-1 VEEVA SYS CL A COM 922475108 4,924 1,675 51.55 1 -99.89 0.0163
2021-05-10 2021-03-31 13F VEEVA SYS CL A COM 922475108 4,924 1,675 1,286 0.0163
2022-07-28 2020-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 3,249 3,204 7,120.00 1 -100.00 0.0104
2021-01-20 2020-12-31 13F VEEVA SYS CL A COM 922475108 3,249 3,204 897 0.0104
2022-07-29 2020-09-30 13F/A-1 VEEVA SYS CL A COM 922475108 45 45 796,000 0.0149
2020-11-12 2020-09-30 13F VEEVA SYS CL A COM 922475108 45 45 796 0.0149
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.