Position in PHR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$891,313
+$685,470 QoQ
Shares Held
106,362
+1502.3% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 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 Mar 31, 2026STIFEL FINANCIAL CORP holds $31,101,547 across 19 Health Information Services names. PHR ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
89,875 | $15,787,440 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
158,996 | $3,270,547 | |
| 3 | HQY |
Healthequity, Inc.
|
23,642 | $1,975,761 | |
| 4 | HSTM |
Healthstream Inc
|
80,636 | $1,669,971 | |
| 5 | GDRX |
GoodRx Holdings, Inc.
|
717,399 | $1,406,102 | |
| 6 | TEM |
Tempus AI, Inc.
|
26,972 | $1,219,673 | |
| 7 | DOCS |
Doximity, Inc.
|
47,670 | $1,110,709 | |
| 8 | SDGR |
Schrodinger, Inc.
|
88,179 | $1,001,712 |
All Filings in PHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||