Position in PHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$106,131
New position
Shares Held
10,314
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 224 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Health Information Services
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,228,266 across 8 Health Information Services names. PHR ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
18,078 | $1,047,258 | |
| 2 | TXG |
10x Genomics, Inc.
|
17,390 | $666,732 | |
| 3 | HQY |
Healthequity, Inc.
|
5,649 | $510,217 | |
| 4 | HNGE |
Hinge Health, Inc.
|
5,658 | $469,614 | |
| 5 | OMCL |
Omnicell, Inc.
|
7,319 | $303,884 | |
| 6 | PHR |
Phreesia, Inc.
This page
|
10,314 | $106,131 | |
| 7 | HCAT |
Health Catalyst, Inc.
|
49,937 | $99,374 | |
| 8 | DH |
Definitive Healthcare Corp.
|
30,152 | $25,056 |
All Filings in PHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,131 | 10,314 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||