Position in PHR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,597,057
-$8,877,833 QoQ
Shares Held
1,025,902
-0.7% QoQ
Ownership
1.66%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026GW&K Investment Management, LLC holds $47,399,860 across 2 Health Information Services names. PHR ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
464,315 | $38,802,803 | |
| 2 | PHR |
Phreesia, Inc.
This page
|
1,025,902 | $8,597,057 |
All Filings in PHR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,597,057 | 1,025,902 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,474,890 | 1,032,795 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,944,653 | 975,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,556,763 | 1,003,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $27,929,820 | 1,092,716 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,574,075 | 1,095,949 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $26,365,659 | 1,156,896 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,567,093 | 1,205,995 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $29,927,479 | 1,250,626 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $27,985,595 | 1,208,881 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $25,236,996 | 1,351,017 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $41,971,786 | 1,353,492 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $44,210,434 | 1,369,168 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $43,439,092 | 1,342,370 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $35,251,324 | 1,383,490 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $35,819,271 | 1,432,198 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $30,602,298 | 1,160,937 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $48,952,624 | 1,175,051 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $55,574,424 | 900,720 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $55,401,345 | 903,774 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $37,998,040 | 729,329 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $39,490,318 | 727,798 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $23,277,959 | 724,493 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $16,571,372 | 585,975 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $8,112,363 | 385,752 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||