Position in PHR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$712,449
-$1,082,135 QoQ
Shares Held
85,018
-19.8% QoQ
Ownership
0.138%
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 99%
Shared 0%
None 1%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Derivatives in PHR
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$310,100
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $109,001,741 across 37 Health Information Services names. PHR ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
271,982 | $47,776,356 | |
| 2 | TEM |
Tempus AI, Inc.
|
328,191 | $14,840,796 | |
| 3 | HQY |
Healthequity, Inc.
|
140,107 | $11,708,741 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
173,107 | $7,376,088 | |
| 5 | DOCS |
Doximity, Inc.
|
309,548 | $7,212,466 | |
| 6 | OMCL |
Omnicell, Inc.
|
139,964 | $4,671,997 | |
| 7 | TXG |
10x Genomics, Inc.
|
140,116 | $2,974,661 | |
| 8 | NRC |
Nrc Health
|
116,896 | $1,984,893 |
All Filings in PHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,449 | 85,018 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,794,584 | 106,063 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,483,075 | 63,056 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,028,344 | 36,133 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $761,840 | 29,806 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $727,499 | 28,915 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $443,014 | 19,439 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $375,982 | 17,735 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $422,052 | 17,637 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $374,564 | 16,180 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $233,517 | 12,501 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $310,100 | 10,000 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $866,138 | 27,931 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $441,015 | 13,658 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $137,172 | 4,239 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $154,508 | 6,064 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $196,576 | 7,860 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,512,777 | 171,198 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,400,522 | 177,641 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $46,125,375 | 747,575 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,902,423 | 667,250 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $30,049,299 | 576,762 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $31,482,411 | 580,214 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $18,564,165 | 577,783 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $15,851,475 | 560,519 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,356,074 | 492,443 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||