VEEV β€” VEEVA SYS INC CL A COM

Ownership history in ACIMA PRIVATE WEALTH, LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which ACIMA PRIVATE WEALTH, LLC reported a position in VEEVA SYS INC CL A COM (VEEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2025 Q2)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

ACIMA PRIVATE WEALTH, LLC Γ— VEEV AI Analytics

πŸ“ˆ ACIMA PRIVATE WEALTH, LLC outperformed the S&P 500 by +23.9% annually on this VEEV position. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+23.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 23.9% per year on this position.
5 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VEEV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 792 β€” 0% 0.07% $236K $297.91
2025 Q2 UNCHANGED 792 β€” 0% 0.08% $228K $287.98
2025 Q1 UNCHANGED 792 β€” 0% 0.07% $183K $231.63
2024 Q4 UNCHANGED 792 β€” 0% 0.06% $167K $210.25
2024 Q3 UNCHANGED 792 β€” 0% 0.06% $166K $209.87
2024 Q2 UNCHANGED 792 β€” 0% 0.05% $145K $183.01
2024 Q1 INITIATED 792 β€” β€” 0.07% $183K β€”
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