Position in PHR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,304,426
-$757,500 QoQ
Shares Held
321,130
-33.7% QoQ
Ownership
0.517%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 226 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 77%
Shared 11%
None 12%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $926,888,993 across 26 Health Information Services names. PHR ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
2,738,751 | $191,000,492 | |
| 2 | HQY |
Healthequity, Inc.
|
1,869,036 | $168,811,328 | |
| 3 | VEEV |
Veeva Systems Inc
|
722,431 | $128,209,827 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,452,443 | $101,825,431 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,551,861 | $65,659,381 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
7,371,699 | $62,512,006 | |
| 7 | WAY |
Waystar Holding Corp.
|
2,660,854 | $54,627,330 | |
| 8 | HSTM |
Healthstream Inc
|
1,557,981 | $42,454,980 |
All Filings in PHR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,304,426 | 321,130 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,061,926 | 484,717 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,630,495 | 628,280 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,090,502 | 258,950 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,814,146 | 274,566 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,777,076 | 147,773 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,798,101 | 150,958 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,779,036 | 165,820 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,646,271 | 171,994 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,168,652 | 174,202 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,138,384 | 178,764 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,019,049 | 322,219 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,294,005 | 396,453 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $12,967,144 | 401,584 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,045,284 | 403,130 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,843,990 | 307,849 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,130,776 | 45,213 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $782,575 | 29,688 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||