Position in PHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$408,296
+$237,051 QoQ
Shares Held
39,679
+94.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 224 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $28,393,636 across 16 Health Information Services names. PHR ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
283,009 | $16,394,711 | |
| 2 | VEEV |
Veeva Systems Inc
|
24,413 | $4,332,575 | |
| 3 | HQY |
Healthequity, Inc.
|
45,312 | $4,092,579 | |
| 4 | TXG |
10x Genomics, Inc.
|
34,860 | $1,336,532 | |
| 5 | PHR |
Phreesia, Inc.
This page
|
39,679 | $408,296 | |
| 6 | BTSG |
BrightSpring Health Services, Inc.
|
5,586 | $389,567 | |
| 7 | SDGR |
Schrodinger, Inc.
|
23,711 | $385,303 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
38,374 | $325,411 |
All Filings in PHR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,296 | 39,679 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $171,245 | 20,435 | Shares | Sole | 2026-05-15 | |
| 2023-03-31 | $248,891 | 7,708 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $35,664 | 1,426 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $14,761 | 560 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,872 | 309 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,371 | 395 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,359 | 169 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,127 | 156 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||