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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

VEEV holding history

Veeva Systems Inc in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VEEV overviewAll 13F holders of VEEVFull Q2 2026 holdings

Shares (Q2 2026)
6,777
Value
$1.21M
% of portfolio
<0.1%
Quarters held
8
Since Q3 2023
Holdings of VEEV by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,777$1.21M<0.1%−525−7.2%ReducedHolders
Q1 20267,302$1.28M<0.1%+2,687+58.2%AddedHolders
Q4 20254,615$1.03M<0.1%+818+21.5%AddedHolders
Q3 20253,797$1.13M<0.1%+2,571+209.7%AddedHolders
Q2 20251,226$353.1K<0.1%+1,226NewHolders
Q3 20240$00.0%−1,123−100.0%Sold outHolders
Q2 20241,123$205.5K<0.1%+77+7.4%AddedHolders
Q1 20241,046$242.3K<0.1%+1,046NewHolders
Q4 20230$00.0%−1,007−100.0%Sold outHolders
Q3 20231,007$204.9K<0.1%+1,007NewHolders