Position in PHR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,238,710
+$1,013,481 QoQ
Shares Held
120,380
+347.9% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 224 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $46,869,111 across 17 Health Information Services names. PHR ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
135,101 | $23,976,374 | |
| 2 | TXG |
10x Genomics, Inc.
|
191,079 | $7,325,968 | |
| 3 | OMDA |
Omada Health, Inc.
|
141,592 | $3,107,944 | |
| 4 | OMCL |
Omnicell, Inc.
|
62,810 | $2,607,871 | |
| 5 | HQY |
Healthequity, Inc.
|
27,415 | $2,476,122 | |
| 6 | HTFL |
Heartflow, Inc.
|
49,666 | $1,457,200 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
120,380 | $1,238,710 | |
| 8 | WAY |
Waystar Holding Corp.
|
59,509 | $1,221,719 |
All Filings in PHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,238,710 | 120,380 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $225,229 | 26,877 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $485,194 | 20,629 | Shares | Sole | 2025-11-14 | |
| 2023-06-30 | $202,433 | 6,528 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $210,789 | 6,528 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||