Veeva Systems Inc.
US ˙ NYSE ˙ US9224751084

SecurityVEEV / Veeva Systems Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership436 shares
Latest Disclosed Value $ 76,143
Whittier Trust Co reports 35.69% decrease in ownership of VEEV / Veeva Systems Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 436 shares of Veeva Systems Inc. (US:VEEV) valued at $76,588 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 678 shares of Veeva Systems Inc.. This represents a change in shares of -35.69% during the quarter. The current value of the position is $77,922 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F VEEVA SYSTEMS INC CL common 922475108 436 -242 -35.69 76 -52.80 0.0009
2026-01-26 2025-12-31 13F VEEVA SYSTEMS INC CL common 922475108 678 -6 -0.88 161 -20.30 0.0017
2025-10-31 2025-09-30 13F VEEVA SYS common 922475108 684 248 56.88 203 61.60 0.0023
2025-07-30 2025-06-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 436 0 0.00 126 25.00 0.0015
2025-05-02 2025-03-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 436 0 0.00 101 9.89 0.0014
2025-02-11 2024-12-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 436 350 406.98 92 405.56 0.0012
2024-10-21 2024-09-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 86 0 0.00 18 20.00 0.0002
2024-07-29 2024-06-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 86 0 0.00 16 -21.05 0.0002
2024-05-02 2024-03-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 86 0 0.00 20 18.75 0.0003
2024-01-11 2023-12-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 86 0 0.00 17 -5.88 0.0003
2023-10-27 2023-09-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 86 0 0.00 17 0.00 0.0003
2023-07-24 2023-06-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 86 -192 -69.06 17 -66.67 0.0003
2023-04-21 2023-03-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 278 116 71.60 51 96.15 0.0009
2023-01-25 2022-12-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 162 -4 -2.41 26 -3.70 0.0005
2022-10-21 2022-09-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 166 -5 -2.92 27 -20.59 0.0006
2022-07-28 2022-06-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 171 4 2.40 34 -2.86 0.0007
2022-04-29 2022-03-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 167 -256 -60.52 35 -67.59 0.0006
2022-01-19 2021-12-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 423 -36 -7.84 108 -18.80 0.0018
2021-11-01 2021-09-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 459 5 1.10 133 -5.67 0.0024
2021-07-29 2021-06-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 454 84 22.70 141 45.36 0.0025
2021-04-26 2021-03-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 370 0 0.00 97 -3.96 0.0019
2021-01-29 2020-12-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 370 10 2.78 101 0.00 0.0022
2020-10-30 2020-09-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 360 26 7.78 101 29.49 0.0024
2020-07-10 2020-06-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 334 0 0.00 78 50.00 0.0022
2020-04-27 2020-03-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 334 -46 -12.11 52 -1.89 0.0017
2020-01-31 2019-12-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 380 46 13.77 53 3.92 0.0014
2019-10-18 2019-09-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 334 258 339.47 51 325.00 0.0015
2019-07-23 2019-06-30 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 76 0 0.00 12 20.00 0.0004
2019-04-29 2019-03-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 76 0 0.00 10 42.86 0.0003
2019-02-07 2018-12-31 13F VEEVA SYS INC CL A COM US MID-CAP EQUITIES 922475108 76 76 7 0.0002
2016-04-28 2016-03-31 13F VEEVA SYS INC CL A COM US SMALL AND MID-CAP EQUITIES 922475108 0 0 0 0.0000
2015-02-04 2014-12-31 13F VEEVA SYS INC CL A COM US SMALL AND MID-CAP EQUITIES 922475108 0 -31,255 -100.00 0 -100.00
2014-11-07 2014-09-30 13F VEEVA SYS INC CL A COM US SMALL AND MID-CAP EQUITIES 922475108 31,255 31,255 880 0.0429
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.