Position in PHR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$27,392
+$22,860 QoQ
Shares Held
3,269
+1119.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $6,707,453 across 30 Health Information Services names. PHR ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
65,890 | $5,506,422 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,487 | $436,859 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
4,718 | $201,032 | |
| 4 | TXG |
10x Genomics, Inc.
|
7,186 | $152,556 | |
| 5 | WAY |
Waystar Holding Corp.
|
5,998 | $144,606 | |
| 6 | DOCS |
Doximity, Inc.
|
2,833 | $66,004 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
5,657 | $30,826 | |
| 8 | PHR |
Phreesia, Inc.
This page
|
3,269 | $27,392 |
All Filings in PHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,392 | 3,269 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,532 | 268 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,899 | 506 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,302 | 608 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,095 | 82 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $578 | 23 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $387 | 17 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $360 | 17 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||