Position in PHR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,689,345
+$2,231,368 QoQ
Shares Held
358,537
+106.1% QoQ
Ownership
0.580%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 226 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026IEQ CAPITAL, LLC holds $53,925,887 across 17 Health Information Services names. PHR ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
526,390 | $20,181,792 | |
| 2 | VEEV |
Veeva Systems Inc
|
82,775 | $14,690,078 | |
| 3 | PHR |
Phreesia, Inc.
This page
|
358,537 | $3,689,345 | |
| 4 | HQY |
Healthequity, Inc.
|
31,528 | $2,847,608 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
268,062 | $2,273,165 | |
| 6 | HTFL |
Heartflow, Inc.
|
69,778 | $2,047,285 | |
| 7 | OMDA |
Omada Health, Inc.
|
78,742 | $1,728,386 | |
| 8 | WEAV |
Weave Communications, Inc.
|
209,484 | $1,254,809 |
All Filings in PHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,689,345 | 358,537 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,457,977 | 173,983 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $260,618 | 15,403 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $259,185 | 9,107 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $304,266 | 11,904 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||