Position in PHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,133,834
+$242,521 QoQ
Shares Held
110,188
+3.6% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 226 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $33,492,507 across 20 Health Information Services names. PHR ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
82,942 | $14,719,714 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
135,521 | $3,486,954 | |
| 3 | GDRX |
GoodRx Holdings, Inc.
|
868,790 | $2,502,115 | |
| 4 | HSTM |
Healthstream Inc
|
79,196 | $2,158,089 | |
| 5 | HQY |
Healthequity, Inc.
|
20,573 | $1,858,152 | |
| 6 | TEM |
Tempus AI, Inc.
|
29,069 | $1,683,967 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
182,763 | $1,549,829 | |
| 8 | HNGE |
Hinge Health, Inc.
|
16,735 | $1,389,005 |
All Filings in PHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,834 | 110,188 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $891,313 | 106,362 | Shares | Defined | 2026-05-12 | |
| 2023-06-30 | $205,843 | 6,638 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $216,438 | 6,703 | Shares | Defined | 2023-05-12 | |
| 2021-12-31 | $318,823 | 7,653 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $809,611 | 14,921 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||