Diversified Trust Co

Bank

Position in PHR — Phreesia, Inc.

CIK 1479844 MEMPHIS, TN

Position in PHR

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$196,415

-$259,607 QoQ

Shares Held

19,088

-64.9% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 38 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Diversified Trust Co holds $5,466,949 across 5 Health Information Services names. PHR ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	18,746	$3,326,852
2	OMCL	Omnicell, Inc.	18,412	$764,466
3	HTFL	Heartflow, Inc.	24,525	$719,563
4	HSTM	Healthstream Inc	16,868	$459,653
5	PHR	Phreesia, Inc. This page	19,088	$196,415

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$196,415	19,088	-64.9%	Shares	Sole	2026-07-17
2026-03-31	$456,022	54,418	+5.8%	Shares	Sole	2026-04-16
2025-12-31	$870,060	51,422	+12.2%	Shares	Sole	2026-01-09
2025-09-30	$1,077,733	45,822	+1.7%	Shares	Sole	2025-10-20
2025-06-30	$1,281,895	45,042	+1.0%	Shares	Sole	2025-07-11
2025-03-31	$1,140,384	44,616	+83.2%	Shares	Sole	2025-04-24
2024-12-31	$612,796	24,356	0.0%	Shares	Sole	2025-01-07
2024-09-30	$555,073	24,356	+12.9%	Shares	Sole	2024-10-07
2024-06-30	$457,368	21,574	+102.0%	Shares	Sole	2024-07-16
2024-03-31	$255,596	10,681	+99.3%	Shares	Sole	2024-04-18
2021-03-31	$279,203	5,359	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.