Position in PHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$728,506
+$203,987 QoQ
Shares Held
86,934
+180.4% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 1%
Shared 25%
None 74%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Cerity Partners LLC holds $35,916,136 across 12 Health Information Services names. PHR ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
123,411 | $21,678,375 | |
| 2 | WAY |
Waystar Holding Corp.
|
172,696 | $4,163,698 | |
| 3 | TXG |
10x Genomics, Inc.
|
133,827 | $2,841,146 | |
| 4 | HQY |
Healthequity, Inc.
|
26,881 | $2,246,443 | |
| 5 | HSTM |
Healthstream Inc
|
70,705 | $1,464,299 | |
| 6 | DOCS |
Doximity, Inc.
|
53,741 | $1,252,164 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
86,934 | $728,506 | |
| 8 | TEM |
Tempus AI, Inc.
|
12,719 | $575,152 |
All Filings in PHR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $728,506 | 86,934 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $524,519 | 31,000 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||