Position in PHR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,525,904
+$1,300,675 QoQ
Shares Held
148,290
+451.7% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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 $40,830,126 across 19 Health Information Services names. PHR ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
134,311 | $23,836,172 | |
| 2 | OMDA |
Omada Health, Inc.
|
145,118 | $3,185,340 | |
| 3 | HQY |
Healthequity, Inc.
|
29,789 | $2,690,542 | |
| 4 | OMCL |
Omnicell, Inc.
|
62,809 | $2,607,829 | |
| 5 | HTFL |
Heartflow, Inc.
|
52,724 | $1,546,922 | |
| 6 | PHR |
Phreesia, Inc.
This page
|
148,290 | $1,525,904 | |
| 7 | WAY |
Waystar Holding Corp.
|
59,431 | $1,220,118 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
101,556 | $861,194 |
All Filings in PHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,904 | 148,290 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||