Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership26,098 shares
Latest Disclosed Value $ 4,584,420
Sequoia Financial Advisors, LLC reports 9.29% increase in ownership of VEEV / Veeva Systems Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 26,098 shares of Veeva Systems Inc. (US:VEEV) valued at $4,584,375 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 23,880 shares of Veeva Systems Inc.. This represents a change in shares of 9.29% during the quarter. The current value of the position is $4,504,776 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 26,098 2,218 9.29 4,584 -14.00 0.0256
2026-02-03 2025-12-31 13F VEEVA SYS CL A COM 922475108 23,880 1,392 6.19 5,331 -20.44 0.0297
2025-10-29 2025-09-30 13F VEEVA SYS CL A COM 922475108 22,488 1,096 5.12 6,699 8.75 0.0407
2025-07-25 2025-06-30 13F VEEVA SYS CL A COM 922475108 21,392 1,999 10.31 6,161 37.13 0.0422
2025-04-23 2025-03-31 13F VEEVA SYS CL A COM 922475108 19,393 1,717 9.71 4,492 20.88 0.0347
2025-08-08 2024-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 17,676 1,227 7.46 3,716 7.65 0.0358
2025-02-07 2024-12-31 13F VEEVA SYS CL A COM 922475108 17,676 1,227 3,716 0.0359
2024-10-21 2024-09-30 13F VEEVA SYS CL A COM 922475108 16,449 550 3.46 3,452 18.67 0.0370
2024-07-15 2024-06-30 13F VEEVA SYS CL A COM 922475108 15,899 1,035 6.96 2,910 -15.51 0.0351
2024-04-30 2024-03-31 13F VEEVA SYS CL A COM 922475108 14,864 -730 -4.68 3,444 14.69 0.0428
2024-01-26 2023-12-31 13F VEEVA SYS CL A COM 922475108 15,594 13,654 703.81 3,002 661.93 0.0372
2023-11-08 2023-09-30 13F VEEVA SYS CL A COM 922475108 1,940 63 3.36 395 6.20 0.0069
2023-08-08 2023-06-30 13F VEEVA SYS CL A COM 922475108 1,877 -139 -6.89 371 0.27 0.0064
2023-04-25 2023-03-31 13F VEEVA SYS CL A COM 922475108 2,016 269 15.40 371 31.21 0.0082
2023-02-10 2022-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 1,747 479 37.78 282 34.93 0.0069
2023-01-18 2022-12-31 13F VEEVA SYS CL A COM 922475108 1,747 479 282 0.0064
2022-10-26 2022-09-30 13F VEEVA SYS CL A COM 922475108 1,268 -59 -4.45 209 -20.53 0.0066
2022-07-22 2022-06-30 13F VEEVA SYS CL A COM 922475108 1,327 309 30.35 263 21.76 0.0074
2022-05-13 2022-03-31 13F VEEVA SYS CL A COM 922475108 1,018 105 11.50 216 -7.30 0.0054
2022-02-22 2021-12-31 13F/A-1 VEEVA SYS CL A COM 922475108 913 913 233 0.0063
2022-02-11 2021-12-31 13F VEEVA SYS CL A COM 922475108 913 913 233 0.0043
2021-10-26 2021-09-30 13F VEEVA SYS CL A COM 922475108 0 -972 -100.00 0 -100.00
2021-07-27 2021-06-30 13F VEEVA SYS CL A COM 922475108 972 96 10.96 302 31.88 0.0110
2021-05-14 2021-03-31 13F VEEVA SYS CL A COM 922475108 876 -70 -7.40 229 -11.24 0.0096
2021-02-12 2020-12-31 13F VEEVA SYS CL A COM 922475108 946 80 9.24 258 5.74 0.0118
2020-10-23 2020-09-30 13F VEEVA SYS CL A COM 922475108 866 866 244 0.0129
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.