Position in PHR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$144,085
-$44,268 QoQ
Shares Held
17,194
+54.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Probity Advisors, Inc. holds $158,880 across 2 Health Information Services names. PHR ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHR |
Phreesia, Inc.
This page
|
17,194 | $144,085 | |
| 2 | HCAT |
Health Catalyst, Inc.
|
11,650 | $14,795 |
All Filings in PHR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,085 | 17,194 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $188,353 | 11,132 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $312,933 | 13,305 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $375,985 | 13,211 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $307,819 | 12,043 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $303,781 | 12,074 | Shares | Sole | 2025-03-05 | |
| 2021-12-31 | $209,508 | 5,029 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $316,767 | 5,134 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $313,794 | 5,119 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $240,441 | 4,615 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||