Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionWealthbridge Capital Management, Llc
Latest Disclosed Ownership2,122 shares
Latest Disclosed Value $ 372,751
Wealthbridge Capital Management, Llc reports 8.02% decrease in ownership of VEEV / Veeva Systems Inc.

On April 17, 2026 - Wealthbridge Capital Management, Llc filed a 13F-HR form disclosing ownership of 2,122 shares of Veeva Systems Inc. (US:VEEV) valued at $372,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,307 shares of Veeva Systems Inc.. This represents a change in shares of -8.02% during the quarter. The current value of the position is $366,278 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)
2026-04-17 2026-03-31 13F VEEVA SYS CL A COM 922475108 2,122 -185 -8.02 373 -27.63 0.0859
2026-01-21 2025-12-31 13F VEEVA SYS CL A COM 922475108 2,307 -200 -7.98 515 -31.10 0.1173
2025-11-07 2025-09-30 13F VEEVA SYS CL A COM 922475108 2,507 16 0.64 747 4.04 0.1753
2025-08-12 2025-06-30 13F VEEVA SYS CL A COM 922475108 2,491 3 0.12 717 24.48 0.1819
2025-04-25 2025-03-31 13F VEEVA SYS CL A COM 922475108 2,488 -18 -0.72 576 9.51 0.1628
2025-02-03 2024-12-31 13F VEEVA SYS CL A COM 922475108 2,506 0 0.00 527 0.19 0.1464
2024-10-07 2024-09-30 13F VEEVA SYS CL A COM 922475108 2,506 669 36.42 526 56.25 0.1502
2024-08-02 2024-06-30 13F VEEVA SYS CL A COM 922475108 1,837 -347 -15.89 336 -33.60 0.1106
2024-04-30 2024-03-31 13F VEEVA SYS CL A COM 922475108 2,184 0 0.00 506 20.48 0.1704
2024-02-12 2023-12-31 13F VEEVA SYS CL A COM 922475108 2,184 -217 -9.04 420 -13.93 0.1576
2023-11-08 2023-09-30 13F VEEVA SYS CL A COM 922475108 2,401 -134 -5.29 488 -2.59 0.2016
2023-08-01 2023-06-30 13F VEEVA SYS CL A COM 922475108 2,535 6 0.24 501 7.97 0.2004
2023-05-11 2023-03-31 13F VEEVA SYS CL A COM 922475108 2,529 -118 -4.46 465 8.67 0.1852
2023-01-31 2022-12-31 13F VEEVA SYS EQUITY 922475108 2,647 -180 -6.37 427 -23.75 0.1785
2022-11-14 2022-09-30 13F VEEVA SYS CL A COM 922475108 2,827 0 0.00 560 0.00 0.2389
2022-08-12 2022-06-30 13F VEEVA SYS CL A COM 922475108 2,827 -202 -6.67 560 -13.04 0.2389
2022-04-15 2022-03-31 13F VEEVA SYS INC CL A COM Stock 922475108 3,029 -864 -22.19 644 -35.28 0.2408
2022-02-11 2021-12-31 13F VEEVA SYS INC CL A COM Stock 922475108 3,893 -43 -1.09 995 -12.26 0.3714
2021-11-12 2021-09-30 13F VEEVA SYS INC CL A COM Stock 922475108 3,936 32 0.82 1,134 -6.59 0.4234
2021-08-16 2021-06-30 13F VEEVA SYS INC CL A COM Stock 922475108 3,904 -97 -2.42 1,214 16.17 0.4417
2021-05-17 2021-03-31 13F VEEVA SYS INC CL A COM Stock 922475108 4,001 -113 -2.75 1,045 -6.70 0.4258
2021-02-12 2020-12-31 13F VEEVA SYS INC CL A COM Stock 922475108 4,114 -47 -1.13 1,120 -4.27 0.4903
2020-11-13 2020-09-30 13F VEEVA SYS INC CL A COM Stock 922475108 4,161 -725 -14.84 1,170 2.18 0.6002
2020-08-14 2020-06-30 13F/A-1 VEEVA SYS INC CL A COM Stock 922475108 4,886 -272 -5.27 1,145 41.88 0.6488
2020-08-14 2020-06-30 13F VEEVA SYS INC CL A COM Stock 922475108 5,158 0 807 562,392.8527
2020-05-15 2020-03-31 13F VEEVA SYS INC CL A COM Stock 922475108 5,158 100 1.98 807 13.50 0.5604
2020-02-12 2019-12-31 13F VEEVA SYS INC CL A COM Stock 922475108 5,058 -129 -2.49 711 -10.23 0.4604
2019-11-14 2019-09-30 13F VEEVA SYS INC CL A COM Stock 922475108 5,187 554 11.96 792 91.30 0.5702
2019-08-13 2019-06-30 13F VEEVA SYS INC CL A COM Stock 922475108 4,633 -250 -5.12 414 -40.35 0.3780
2019-05-15 2019-03-31 13F VEEVA SYS INC CL A COM Stock 922475108 4,883 250 5.40 694 67.63 0.4412
2019-02-14 2018-12-31 13F VEEVA SYS INC CL A COM Stock 922475108 4,633 4,633 414 0.3147
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.