Position in PHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,579,298
+$850,792 QoQ
Shares Held
153,479
+76.5% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 226 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 12%
None 86%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cerity Partners LLC holds $37,031,458 across 17 Health Information Services names. PHR ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
119,178 | $21,150,518 | |
| 2 | HQY |
Healthequity, Inc.
|
42,335 | $3,823,696 | |
| 3 | WAY |
Waystar Holding Corp.
|
130,072 | $2,670,377 | |
| 4 | HSTM |
Healthstream Inc
|
73,617 | $2,006,062 | |
| 5 | PHR |
Phreesia, Inc.
This page
|
153,479 | $1,579,298 | |
| 6 | TEM |
Tempus AI, Inc.
|
21,017 | $1,217,513 | |
| 7 | DOCS |
Doximity, Inc.
|
56,239 | $1,166,395 | |
| 8 | SDGR |
Schrodinger, Inc.
|
48,770 | $792,512 |
All Filings in PHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,579,298 | 153,479 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||