Position in PHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$958,832
+$688,837 QoQ
Shares Held
93,181
+189.2% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 224 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $74,493,424 across 19 Health Information Services names. PHR ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
198,847 | $35,289,377 | |
| 2 | TEM |
Tempus AI, Inc.
|
300,000 | $17,379,000 | |
| 3 | TXG |
10x Genomics, Inc.
|
157,979 | $6,056,914 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
80,323 | $5,601,726 | |
| 5 | HQY |
Healthequity, Inc.
|
21,918 | $1,979,633 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
65,611 | $1,688,171 | |
| 7 | SDGR |
Schrodinger, Inc.
|
67,365 | $1,094,681 | |
| 8 | PHR |
Phreesia, Inc.
This page
|
93,181 | $958,832 |
All Filings in PHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,832 | 93,181 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $269,995 | 32,219 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $589,520 | 20,714 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $212,812 | 8,326 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $215,772 | 8,576 | Shares | Sole | 2025-02-11 | |
| 2021-09-30 | $299,738 | 4,858 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $271,497 | 4,429 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||