Position in PHR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,153,271
-$776,657 QoQ
Shares Held
137,622
+20.7% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SEI INVESTMENTS CO holds $149,193,866 across 25 Health Information Services names. PHR ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
602,721 | $50,369,393 | |
| 2 | VEEV |
Veeva Systems Inc
|
219,026 | $38,474,105 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
483,912 | $20,619,489 | |
| 4 | WAY |
Waystar Holding Corp.
|
370,818 | $8,940,421 | |
| 5 | OMCL |
Omnicell, Inc.
|
148,394 | $4,953,391 | |
| 6 | CERT |
Certara, Inc.
|
620,967 | $3,539,511 | |
| 7 | HNGE |
Hinge Health, Inc.
|
85,633 | $3,302,008 | |
| 8 | HSTM |
Healthstream Inc
|
146,400 | $3,031,943 |
All Filings in PHR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,153,271 | 137,622 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,929,928 | 114,062 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,976,244 | 169,058 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,907,497 | 242,709 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,230,981 | 204,655 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,951,864 | 196,815 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,138,071 | 181,574 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,504,932 | 165,327 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,681,536 | 70,269 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,656,822 | 71,569 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,478,798 | 132,698 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,502,992 | 145,211 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,041,426 | 94,191 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,162,973 | 66,841 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $972,724 | 38,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $642,056 | 25,672 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $742,323 | 28,161 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $901,189 | 21,632 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,209,875 | 19,609 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,098,557 | 17,921 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $861,473 | 16,535 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,018,351 | 18,768 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,096,821 | 34,137 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $705,246 | 24,938 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $491,933 | 23,392 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||