Position in PHR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$742,174
+$625,630 QoQ
Shares Held
88,565
+1185.8% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3.4121831423248463.ToString("F0")%
Shared 0.ToString("F0")%
None 96.58781685767515.ToString("F0")%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CWM, LLC holds $32,899,136 across 32 Health Information Services names. PHR ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
259,765 | $11,746,573 | |
| 2 | VEEV |
Veeva Systems Inc
|
61,013 | $10,717,543 | |
| 3 | TXG |
10x Genomics, Inc.
|
124,804 | $2,649,588 | |
| 4 | DOCS |
Doximity, Inc.
|
69,432 | $1,617,765 | |
| 5 | WAY |
Waystar Holding Corp.
|
62,317 | $1,502,462 | |
| 6 | HQY |
Healthequity, Inc.
|
12,988 | $1,085,407 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
88,565 | $742,174 | |
| 8 | OMDA |
Omada Health, Inc.
|
34,609 | $435,035 |
All Filings in PHR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,174 | 88,565 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $116,544 | 6,888 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $78,627 | 3,343 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $107,550 | 3,779 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $103,262 | 4,040 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,284 | 369 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,335 | 278 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,448 | 257 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,336 | 223 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $12,686 | 548 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,947 | 1,282 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,171 | 457 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,884 | 430 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $13,914 | 430 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,847 | 308 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,703 | 308 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,001 | 38 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $541 | 13 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||