NewEdge Advisors, LLC

Position in PHR — Phreesia, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in PHR

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$200,709

+$200,693 QoQ

Shares Held

23,951

+2395000.0% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 4.793119285207298.ToString("F0")% Shared 0.ToString("F0")% None 95.2068807147927.ToString("F0")%

Healthcare · as of Mar 31, 2026

NewEdge Advisors, LLC holds $5,019,044 across 11 Health Information Services names. PHR ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	42,996	$1,944,279
2	HQY	Healthequity, Inc.	13,027	$1,088,666
3	BTSG	BrightSpring Health Services, Inc.	21,129	$900,306
4	VEEV	Veeva Systems Inc	4,305	$756,216
5	PHR	Phreesia, Inc. This page	23,951	$200,709
6	TALK	Talkspace, Inc.	11,782	$60,971
7	CCLD	CareCloud, Inc.	7,102	$25,922
8	DOCS	Doximity, Inc.	1,064	$24,791

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$200,709	23,951	+2395000.0%	Shares	Sole	2026-06-03
2025-12-31	$16	1	0.0%	Shares	Sole	2026-02-18
2025-09-30	$23	1	-100.0%	Shares	Sole	2025-11-17
2025-06-30	$425,334	14,945	-3.2%	Shares	Sole	2025-08-14
2025-03-31	$394,569	15,437	+262.7%	Shares	Sole	2025-05-15
2024-12-31	$107,080	4,256	+12.1%	Shares	Sole	2025-02-13
2024-09-30	$86,533	3,797	+5324.3%	Shares	Sole	2024-11-14
2024-03-31	$1,675	70	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,620	70	-10.3%	Shares	Sole	2024-02-13
2023-09-30	$1,457	78	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,418	78	-94.1%	Shares	Sole	2023-08-14
2023-03-31	$42,461	1,315	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$42,812	1,323	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.