Position in PHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,467,240
+$564,321 QoQ
Shares Held
142,589
+32.3% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 226 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 53%
None 47%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $309,877,910 across 23 Health Information Services names. PHR ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
1,821,601 | $130,700,281 | |
| 2 | VEEV |
Veeva Systems Inc
|
354,644 | $62,938,668 | |
| 3 | OMCL |
Omnicell, Inc.
|
486,490 | $20,199,063 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
2,004,550 | $16,998,583 | |
| 5 | GDRX |
GoodRx Holdings, Inc.
|
4,746,330 | $13,669,430 | |
| 6 | CERT |
Certara, Inc.
|
2,030,844 | $13,302,027 | |
| 7 | SOPH |
SOPHiA GENETICS SA
|
2,216,752 | $12,790,658 | |
| 8 | HQY |
Healthequity, Inc.
|
125,882 | $11,369,661 |
All Filings in PHR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,240 | 142,589 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $902,919 | 107,747 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,322,118 | 846,461 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,856,666 | 334,042 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,274,266 | 44,774 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,303,023 | 50,979 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $268,582 | 10,675 | Shares | Defined | 2025-02-14 | |
| 2023-06-30 | $1,311,753 | 42,301 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,264,411 | 39,158 | Shares | Defined | 2023-05-22 | |
| 2022-03-31 | $2,104,292 | 79,829 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,197,750 | 124,766 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,184,566 | 132,651 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,540,850 | 237,208 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,695,437 | 166,899 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,306,620 | 171,519 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,882,841 | 183,095 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,823,211 | 64,470 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,313,828 | 62,474 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||