Position in PHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,457,977
+$1,197,359 QoQ
Shares Held
173,983
+1029.5% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 18.159245443520344.ToString("F0")%
Shared 0.ToString("F0")%
None 81.84075455647965.ToString("F0")%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026IEQ CAPITAL, LLC holds $55,229,840 across 14 Health Information Services names. PHR ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
135,384 | $23,781,553 | |
| 2 | TXG |
10x Genomics, Inc.
|
700,684 | $14,875,520 | |
| 3 | WAY |
Waystar Holding Corp.
|
185,165 | $4,464,327 | |
| 4 | DOCS |
Doximity, Inc.
|
178,982 | $4,170,279 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
357,931 | $1,950,723 | |
| 6 | OMDA |
Omada Health, Inc.
|
148,662 | $1,868,680 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
173,983 | $1,457,977 | |
| 8 | HTFL |
Heartflow, Inc.
|
30,327 | $737,855 |
All Filings in PHR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||