Allworth Financial LP

Position in PHR — Phreesia, Inc.

CIK 1555170 FOLSOM, CA

Position in PHR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$57,757

+$31,377 QoQ

Shares Held

5,613

+78.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#172

of 224 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Allworth Financial LP holds $1,429,867 across 30 Health Information Services names. PHR ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	3,340	$592,749
2	HQY	Healthequity, Inc.	2,464	$222,548
3	SDGR	Schrodinger, Inc.	5,270	$85,637
4	TXG	10x Genomics, Inc.	2,060	$78,980
5	PHR	Phreesia, Inc. This page	5,613	$57,757
6	TEM	Tempus AI, Inc.	837	$48,487
7	PRVA	Privia Health Group, Inc.	1,879	$48,346
8	DOCS	Doximity, Inc.	2,043	$42,371

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,757	5,613	+78.3%	Shares	Sole	2026-08-11
2026-03-31	$26,380	3,148	+3079.8%	Shares	Sole	2026-05-15
2025-12-31	$1,675	99	-39.3%	Shares	Sole	2026-02-05
2025-09-30	$3,833	163	+21.6%	Shares	Sole	2025-12-02
2025-06-30	$3,813	134	+191.3%	Shares	Sole	2025-08-07
2025-03-31	$1,175	46	0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,157	46	+283.3%	Shares	Sole	2025-01-30
2023-09-30	$224	12	0.0%	Shares	Sole	2023-10-31
2023-06-30	$372	12	-70.0%	Shares	Sole	2023-07-18
2023-03-31	$1,291	40	+233.3%	Shares	Sole	2023-04-18
2022-12-31	$388	12	0.0%	Shares	Sole	2023-01-13
2022-09-30	$305	12	0.0%	Shares	Sole	2022-11-14
2022-06-30	$300	12	—	Shares	Sole	2022-07-13
No filing history on record for this holder in this stock.