Focus Partners Advisor Solutions, LLC

Position in PHR — Phreesia, Inc.

CIK 1868872 SAINT LOUIS, MO

Position in PHR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$169,249

+$68,338 QoQ

Shares Held

16,448

+36.6% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#138

of 224 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Focus Partners Advisor Solutions, LLC holds $2,292,310 across 5 Health Information Services names. PHR ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	7,241	$1,285,060
2	TXG	10x Genomics, Inc.	14,787	$566,933
3	HQY	Healthequity, Inc.	2,338	$211,168
4	PHR	Phreesia, Inc. This page	16,448	$169,249
5	WEAV	Weave Communications, Inc.	10,000	$59,900

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,249	16,448	+36.6%	Shares	Other	2026-08-06
2026-03-31	$100,911	12,042	—	Shares	Other	2026-05-13
No filing history on record for this holder in this stock.