Position in PHR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,061,926
-$6,568,569 QoQ
Shares Held
484,717
-22.9% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 84%
Shared 8%
None 8%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $801,470,879 across 29 Health Information Services names. PHR ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
1,627,039 | $135,971,647 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,892,779 | $123,261,310 | |
| 3 | VEEV |
Veeva Systems Inc
|
548,859 | $96,412,570 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,450,385 | $81,793,850 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,406,717 | $49,506,166 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,046,396 | $49,338,605 | |
| 7 | CERT |
Certara, Inc.
|
8,562,508 | $48,806,293 | |
| 8 | TXG |
10x Genomics, Inc.
|
2,042,950 | $43,371,826 |
All Filings in PHR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||