Position in PHR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,548,547
-$2,094,308 QoQ
Shares Held
184,791
-14.2% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Bank of New York Mellon Corp holds $362,515,889 across 31 Health Information Services names. PHR ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
613,202 | $107,715,055 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
2,943,493 | $60,547,646 | |
| 3 | HQY |
Healthequity, Inc.
|
599,254 | $50,079,649 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
732,537 | $31,213,397 | |
| 5 | DOCS |
Doximity, Inc.
|
1,040,534 | $24,244,436 | |
| 6 | WAY |
Waystar Holding Corp.
|
699,892 | $16,874,391 | |
| 7 | OMCL |
Omnicell, Inc.
|
433,454 | $14,468,691 | |
| 8 | TEM |
Tempus AI, Inc.
|
299,220 | $13,530,722 |
All Filings in PHR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,548,547 | 184,791 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,642,855 | 215,299 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,872,823 | 207,178 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,715,590 | 200,829 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $5,043,367 | 197,315 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,912,915 | 195,267 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $4,119,631 | 180,765 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,545,914 | 214,430 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $4,733,734 | 197,816 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $4,803,646 | 207,501 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $3,647,735 | 195,275 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $5,760,849 | 185,774 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $6,047,915 | 187,300 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,508,403 | 201,125 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $5,061,320 | 198,639 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,399,333 | 175,903 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,788,601 | 219,598 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $9,063,174 | 217,551 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $13,357,987 | 216,499 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $9,223,013 | 150,457 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $8,616,765 | 165,389 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $4,476,511 | 139,325 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,007,887 | 106,361 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $2,474,030 | 117,643 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||