Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership2,860 shares
Latest Disclosed Value $ 502,387
Perigon Wealth Management, LLC reports 7.12% increase in ownership of VEEV / Veeva Systems Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,860 shares of Veeva Systems Inc. (US:VEEV) valued at $502,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,670 shares of Veeva Systems Inc.. This represents a change in shares of 7.12% during the quarter. The current value of the position is $493,665 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)
2026-04-10 2026-03-31 13F VEEVA SYS CL A COM 922475108 2,860 190 7.12 502 -15.77 0.0091
2026-01-16 2025-12-31 13F VEEVA SYS CL A COM 922475108 2,670 -1,124 -29.63 596 -47.26 0.0107
2025-10-17 2025-09-30 13F VEEVA SYS CL A COM 922475108 3,794 1,781 88.47 1,130 95.16 0.0230
2025-07-16 2025-06-30 13F VEEVA SYS CL A COM 922475108 2,013 -175 -8.00 580 14.43 0.0135
2025-04-23 2025-03-31 13F VEEVA SYS CL A COM 922475108 2,188 103 4.94 507 13.20 0.0130
2025-01-22 2024-12-31 13F VEEVA SYS CL A COM 922475108 2,085 -48 -2.25 448 0.00 0.0110
2024-10-16 2024-09-30 13F VEEVA SYS CL A COM 922475108 2,133 2,133 448 0.0118
2024-04-29 2024-03-31 13F VEEVA SYS CL A COM 922475108 0 -2,232 -100.00 0 -100.00
2024-01-29 2023-12-31 13F VEEVA SYS CL A COM 922475108 2,232 96 4.49 430 -1.15 0.0141
2023-10-30 2023-09-30 13F VEEVA SYS CL A COM 922475108 2,136 136 6.80 435 9.87 0.0176
2023-08-02 2023-06-30 13F/A-1 VEEVA SYS CL A COM 922475108 2,000 499 33.24 395 43.64 0.0155
2023-08-02 2023-06-30 13F VEEVA SYS CL A COM 922475108 2,000 499 395 0.0155
2023-05-03 2023-03-31 13F VEEVA SYS CL A COM 922475108 1,501 128 9.32 276 24.43 0.0157
2023-05-01 2022-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 1,373 -324 -19.09 222 -21.07 0.0137
2023-02-14 2022-12-31 13F VEEVA SYS CL A COM 922475108 1,373 222
2022-12-13 2022-09-30 13F VEEVA SYS CL A COM 922475108 1,697 405 31.35 280 9.38 0.0242
2022-08-11 2022-06-30 13F VEEVA SYS CL A COM 922475108 1,292 56 4.53 256 -2.66 0.0214
2022-05-16 2022-03-31 13F VEEVA SYS CL A COM 922475108 1,236 34 2.83 263 -14.33 0.0186
2022-02-11 2021-12-31 13F VEEVA SYS CL A COM 922475108 1,202 1,202 307 0.0220
2021-07-19 2021-06-30 13F VEEVA SYS CL A COM 922475108 0 -1,286 -100.00 0 -100.00
2021-05-17 2021-03-31 13F VEEVA SYS CL A COM 922475108 1,286 775 151.66 336 141.73 0.0343
2021-01-28 2020-12-31 13F VEEVA SYS CL A COM 922475108 511 511 139 0.0161
2020-07-29 2020-06-30 13F VEEVA SYS CL A COM 922475108 0 -2,747 -100.00 0 -100.00
2020-04-17 2020-03-31 13F VEEVA SYS CL A COM 922475108 2,747 2,747 445 0.0828
2020-01-13 2019-12-31 13F VEEVA SYS CL A COM 922475108 0 -1,355 -100.00 0 -100.00
2019-10-25 2019-09-30 13F VEEVA SYS CL A COM 922475108 1,355 1,355 212 0.0498
2019-08-05 2019-06-30 13F Veeva Systems COM 922475108 0 -20,355 -100.00 0 -100.00
2019-05-15 2019-03-31 13F Veeva Systems COM 922475108 20,355 0 0.00 2,791 25.55 0.6490
2019-02-11 2018-12-31 13F Veeva Systems CL A COM 922475108 20,355 230 1.14 2,223 1.46 0.5675
2018-11-13 2018-09-30 13F Veeva Systems CL A COM 922475108 20,125 125 0.62 2,191 42.55 0.5397
2018-08-09 2018-06-30 13F/A-2 Veeva Systems CL A COM 922475108 20,000 0 0.00 1,537 5.27 0.4621
2018-08-08 2018-06-30 13F/A-1 Veeva Systems CL A COM 922475108 20,000 0 1,460 0.5885
2018-08-07 2018-06-30 13F Veeva Systems CL A COM 922475108 20,000 0 1,460 0.5885
2018-05-14 2018-03-31 13F Veeva Systems COM 922475108 20,000 0 0.00 1,460 32.01 0.5378
2018-02-14 2017-12-31 13F Veeva Systems COM 922475108 20,000 20,000 1,106 0.4127
2017-06-05 2017-03-31 13F Veeva Systems COM 922475108 0 -20,000 -100.00 0 -100.00
2017-03-07 2016-12-31 13F Veeva Systems COM 922475108 20,000 0 0.00 883 6.90 0.1928
2016-11-16 2016-09-30 13F Veeva Systems COM 922475108 20,000 0 0.00 826 21.11 0.2121
2016-08-19 2016-06-30 13F Veeva Systems COM 922475108 20,000 20,000 0.00 682 0.1813
2016-06-03 2016-03-31 13F Veeva Systems COM 922475108 0 -20,000 -100.00 0 -100.00
2016-03-04 2015-12-31 13F Veeva Systems COM 922475108 20,000 0 0.00 577 23.29 0.1593
2015-12-02 2015-09-30 13F Veeva Systems COM 922475108 20,000 0 0.00 468 -16.58 0.1389
2015-08-31 2015-06-30 13F Veeva Systems COM 922475108 20,000 0 0.00 561 9.78 0.1477
2015-05-11 2015-03-31 13F Veeva Systems COM 922475108 20,000 20,000 1,078.55 511 82.50 0.1401
2014-02-18 2013-12-31 13F VEEVA SYS CL A COM 922475108 0 -1,697 -100.00 0 -100.00
2022-11-14 2011-09-30 13F VEEVA SYS CL A COM 922475108 1,697 1,697 280 0.0242
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.